What's new
Every SmartFolio release, newest first. We ship small and often — new coverage, a smarter AI coach, and the unglamorous fixes that make tracking your portfolio feel effortless.
- v1.18.0July 19, 2026build 60Latest
Cash ledger v2 & a cleaner settings home
- New: Cash ledger v2 — real balances, a guided setup flow, transaction import, and per-portfolio ledger settings.
- Improved: Portfolio and profile settings have been redesigned with a header account switcher and clearer information architecture.
- Improved: A searchable dropdown now covers all 285 brokers at every broker-selection point.
- Improved: Clearer capital-gains-tax estimate labelling and a netted capital-gains hero.
- Fixed: Date-picker arrows and tappable month/year, cash-ledger pagination, and review-prompt stability.
- v1.16.5July 17, 2026build 58
Profile refresh, dividend fixes, and iOS polish
- Improved: "Buy us a coffee" now has its own card on Profile.
- Improved: Rate-app prompt and notification settings reorganized on Profile.
- New: Per-portfolio dividend notification opt-in.
- Fixed: Backfilling a dividend now jumps you straight to Pending.
- Fixed: Upcoming Dividends list no longer drops rows with matching symbol and date.
- Fixed: iOS WhatsApp link, App Store rate link, and a rapid-tap tab bar glitch.
- Improved: Paywall wording and legal links updated for App Store compliance.
- v1.16.4July 13, 2026build 57
Price targets and mutual fund fixes
- New: Set a target price and a note on any holding — they sync across your devices and show right on the holding's detail screen.
- Fixed: Mutual fund redemptions and payouts now show the correct cash amounts in your history and realized-gain math.
- Improved: Fund detail pages polished — purchases, redemptions, and payouts are easier to scan at a glance.
- Fixed: Fund names now match correctly for holdings imported from account statements.
- v1.16.3July 6, 2026build 56
Live widgets during market hours
- New: Home screen widgets now refresh on their own during PSX trading hours — your net worth, portfolios, and index charts stay up to date without opening the app.
- Improved: Background updates are battery-friendly: they run only while the market is open and fall back to the standard refresh outside trading hours.
- v1.16.2July 5, 2026build 55
Gmail filter export and widget layout fixes
- New: Export Gmail filters for your broker emails — auto-route trade confirmations to SmartFolio without manual forwarding. Includes per-broker review and sender overrides.
- Fixed: Multi-portfolio and indices widgets now display with correct column alignment and no content cutoff.
- Improved: General performance improvements and stability fixes.
- v1.16.1July 4, 2026build 54
Home screen widgets + stock history improvements
- New: Add live portfolio balances, stock prices, and market index charts as Android home screen widgets — your portfolio at a glance without opening the app.
- New: Stock history now shows a reconciled per-symbol view with an all-time chart and a compact toggle to switch between summary and detailed mode.
- New: Tapping a widget now deep-links straight to the stock or index detail screen.
- Improved: Re-forwarded broker emails are marked 'Already imported' so you never accidentally import duplicate trades.
- Fixed: Email sync routing-rule sheet no longer clips content on small-screen devices.
- v1.16.0July 3, 2026build 53
Home-screen widgets — your portfolio at a glance
- New: Add SmartFolio widgets to your Android home screen: a net-worth summary or any individual portfolio, updating on their own.
- New: Pick which portfolios a widget shows and see live totals without opening the app.
- New: Tap a widget to jump straight into the matching portfolio, with fresh data on arrival.
- Fixed: Portfolio overview now refreshes reliably instead of showing stale cached numbers.
- v1.15.1July 3, 2026build 52
Android Home Screen Widgets
- New: Add SmartFolio widgets to your Android home screen — see your net worth and today's P&L at a glance without opening the app.
- New: Portfolio widget shows a per-portfolio summary; tap to deep-link straight into that portfolio.
- New: Email sync now shows the sender address on each imported trade and an activity review banner so you can audit what was auto-imported.
- Fixed: Gmail filter XML was malformed — regenerated so it installs correctly from the Import & Sync screen.
- Fixed: Portfolio hub and onboarding wizard now force-refetch on focus, preventing stale totals after returning from another tab.
- v1.15.0July 3, 2026build 51
Email sync revamp and richer transaction history
- New: Email sync revamp — persistent inbox address per portfolio with per-broker routing rules and a redesigned hub.
- New: Paginated transaction history with expandable rows and full amounts in holding detail screens.
- New: Broker dropdown in new portfolio sheet replaces the old chip selector.
- Improved: Long mutual fund names are now abbreviated in the holdings card.
- Fixed: CGT detail screen is more readable with a collapsible sell table and pagination.
- Fixed: ACTIVE sync badge now correctly reflects a provisioned address with at least one routing rule.
- Fixed: Mutual fund rows no longer show Rs 0 when NAV is unavailable — shows — instead.
- v1.14.1July 2, 2026build 50
Notification delivery fixes
- Fixed: Notifications now register immediately when you enable them via Settings — no app restart needed.
- New: Prompted to enable portfolio alerts after creating your first portfolio.
- v1.14.0July 2, 2026build 49
CGT detail screen and smarter MF filters
- New: Capital Gains Tax detail screen with per-symbol breakdown, FY scope toggle, and a compact Tax & Fees summary sheet.
- New: Mutual fund transaction filters with calendar date range controls and global balance/format sync across the app.
- Improved: UI polish across portfolio and holdings screens.
- v1.13.2July 1, 2026build 48
Privacy fix on sign-out & backend reliability
- Fixed: Signing out now fully clears locally cached data — your portfolio stays private if someone else opens the app on the same device.
- Fixed: Resolved sign-in failures on startup after migrating to a faster self-hosted backend.
- v1.13.1July 1, 2026build 47
Instant portfolio actions & smarter notifications
- Improved: New portfolios appear instantly in the switcher and import wizard — no waiting for a screen refresh.
- Improved: Portfolio deletion is now instant and auto-recovers silently if the request fails.
- Improved: Notification setup now opens device settings when permission was previously denied, so you can enable it without reinstalling.
- Fixed: Fixed a sign-in issue affecting some devices on first launch.
- v1.13.0July 1, 2026build 46
Support the App + MF holding detail
- New: Support SmartFolio screen with optional in-app gifts (Chai & Samosa, Desi Lunch, Nihari Feast) via Google Play — a tip jar for server bills and AI costs.
- New: Tap any mutual fund holding to see a full detail screen with NAV, units, current value, and gain/loss breakdown.
- New: Native Google Sign-In support and dual deep-link scheme (smartfolio:// + sadastocks://) for smoother onboarding.
- Improved: Responsive holdings cards, polished share cards, and a refreshed trade entry sheet.
- Improved: Past 30-day dividends section on the Dividends tab with deduplication.
- v1.12.2June 27, 2026build 45
Auto-import trades from your broker emails and PDFs
- New: Email auto-sync: forward your broker and CDC confirmation emails and SmartFolio reads the trades for you — no manual entry. A setup banner now guides you from any tab.
- New: Import several broker PDFs in one go instead of one at a time.
- New: Gmail filter export: set up forwarding in a couple of taps with a ready-made filter.
- Improved: Clearer notifications and a tidier stock-detail chart legend.
- Fixed: Multi-PDF uploads no longer hang, the file-review step always appears before import, and the sync banner never hides your list.
- v1.12.0June 23, 2026build 43
Richer company financials, interactive charts, and shareable cards
- New: Full company financials — income statement, balance sheet and cash flow — plus P/E, dividend yield, ROE and P/B in the Fundamentals tab.
- New: Interactive candlestick charts with a crosshair, OHLC tooltip and axes, with smooth animations.
- New: Read company news PDFs right inside the app.
- New: Share branded cards for your analytics, Smart Score, mutual-fund health, news and dividends — every share links back to the app.
- Improved: SmartFolio filters stay visible and the Dividends tab is reordered for quicker access.
- v1.11.1June 21, 2026build 42
Per-account portfolio limits and import fixes
- New: Your portfolio limit now reflects your plan instead of a fixed cap.
- Fixed: Your transaction history refreshes immediately after an email-sync import.
- v1.11.0June 20, 2026build 41
Broker email sync wizard and a faster, snappier app
- New: A step-by-step wizard to connect broker email auto-sync.
- Improved: Faster first paint, and stock details warm up the moment you tap so they open instantly.
- v1.9.4June 19, 2026build 38
Much faster cold start and smoother history
- Improved: The app opens noticeably faster from cold, and your transaction history now loads in pages so long histories stay smooth.
- Improved: The AI coach intro appears instantly and your portfolio tab warms up on startup.
- v1.9.2June 10, 2026build 36
Redesigned net-worth hero and more accurate totals
- New: Redesigned net-worth hero with per-asset-class chips you can expand or collapse.
- Improved: More accurate net-worth math with higher numeric precision, and a friendlier rate-the-app prompt.
- Fixed: Benchmark chips no longer wrap awkwardly on narrow screens.
- v1.9.0June 6, 2026build 34
Morning Brief, live market refresh, and a faster cache
- New: Morning Brief — a daily AI summary of what matters in your portfolio, with a push notification and an easy opt-out.
- New: A Shariah flag and halal-swap suggestion on rebalance trades.
- Improved: Your dashboard and indices auto-refresh during PSX market hours, and an on-device cache makes everything feel instant.
- Improved: Calendar date picker for transactions, a persistent hide-balances toggle, and a tidier Market Pulse.
- v1.8.0June 4, 2026build 32
A redesigned AI coach, Smart Score, and Shariah screening
- New: Redesigned AI Coach with a per-portfolio profile, onboarding flow, and a Pro coaching loop that tracks your projected score.
- New: Smart Score screen that grades your portfolio, with a clear reveal and upgrade path.
- New: Shariah screening as a dedicated tool — see what's compliant, with a guided purification flow (sell plus halal swap).
- v1.7.0June 3, 2026build 31
Say hello to SmartFolio
- New: We're now SmartFolio — a fresh name and brand for the same portfolio tracker, with a palette-aware splash and sign-in.
- v1.5.x – 1.6.xMay 2026
Mutual fund imports, push notifications, and market polish
- New: Mutual-fund import wizard with symbol remapping and multi-screenshot upload.
- New: Push notifications, with a permission prompt that asks before enabling them.
- Improved: Edge-to-edge Android layout and a full Market screen redesign.
- v1.0 – 1.4April – May 2026
The foundation
- New: The first releases: track PSX stocks and mutual funds across multiple portfolios, with charts, benchmarks, dividends and an AI advisor.
- New: Pro tier, paywall and beta program, secure account management, and the Evergreen design system the app still uses today.
Got an idea or hit a snag? Email us at hello@smart-folio.app.
