Changelog

Twino: Flexi Wallet Redemptions

Twino never books the redemption of a Flexi security, the money only shows up as a transfer back into the main wallet. Those transfers now count as principal repayments, so cash invested through the Flexi wallet comes back instead of pushing the balance negative.

SEGO Finance: SEGO Creative Repayments

SEGO Creative labels its capital returns just 'Devolución', with the detail in the message column. Those rows are now booked as principal repayments. Any other 'Devolución' still surfaces as unhandled, so nothing is counted as principal by mistake.

Best Platforms: Ranked by Return

The Best Platforms page now carries a second ranking. It orders platforms by the median return their tracked portfolios actually realised, measured as XIRR on imported transactions. Each entry shows the middle half of portfolios around the median, how many portfolios it is based on, and the return without cashback and loyalty bonuses, so you can see how much of it comes from lending alone.

Best Platforms: How the Rankings Work

Both rankings now explain themselves right below the list: how the community score is calculated, how the return figure is derived, and how many investors or portfolios a platform needs to qualify.

Capitalia: Tax Rows with Project Names

Capitalia has started prefixing withheld income tax with the project name. Those rows are now booked as tax instead of showing up as unhandled records.

Discover: Export the Ranking

The ranked platform table on Discover now exports as CSV or Excel. The file follows your current sorting and the perspective you picked, and every metric comes with both its score and the underlying value, so you can keep working in a spreadsheet.

Platform Overview Sorted by Popularity

The platform overview now lists platforms by how many investors track them, so the most used ones come first.

SEGO Finance: New Platform Support

Added support for SEGO Finance, a Spanish platform whose SEGO Factoring line lets investors fund invoices and promissory notes owed to Spanish companies. The importer covers pay-ins, pay-outs, investments, principal repayments and interest. Every collected operation is exported as four separate rows, so the 20% success fee and the 19% Spanish withholding tax are booked as costs instead of quietly shrinking the interest. Default interest from late-paying debtors is recorded as interest as well.

Circulantis: New Platform Support

Added support for Circulantis, a Spanish crowdfactoring platform where investors bid on promissory notes and invoices owed to companies, mostly by Spanish public administrations. The importer covers transfers, bids, collections and partial collections. The export only reports a gross payment, so principal and interest are derived from the invested balance. That way the interest Circulantis settles with the last instalment of a partial collection is booked as interest instead of principal.

Inversa: New Platform Support

Added support for Inversa Invoice Market, a Spanish invoice financing platform where investors buy outstanding invoices and promissory notes from Spanish companies. The importer covers deposits, investments, principal repayments and interest. Late payments are split too, so the delay interest is booked as interest instead of disappearing into the repaid principal.

8lends: German Ledger Exports

German 8lends exports now handle 'Zinsrückzahlung' and 'Kapitalrückzahlung' rows. Interest and principal are booked once, and the 'Auszahlung' that follows is recorded as a plain cash-out instead of counting the same amount twice.

Lande: Payment Provider Fees

Lande imports now handle rows labelled 'Payment service provider fee'. They are booked as a fee instead of showing up as unhandled records.

Maclear: Leaderboard Cashback

Maclear imports now handle rows labelled 'Leaderboard cashback'. They are recorded as a bonus.

More on the Comparison Pages

Platform comparisons now go beyond the basic facts. They show how returns developed year by year, how much capital investors moved in and out, how the two platforms score side by side, how investor sentiment compares, and how many investors hold both.

8lends: Principal Repayments

8lends imports now handle rows labelled 'Principal Repayment'. They are booked as a repayment of principal, and the payout that follows no longer counts the same principal a second time.

8lends: Ledger Exports

8lends ships two different export formats. Imports now recognise which one you uploaded and book interest and principal accordingly, so a ledger export no longer counts the same amount twice.

Norgehouse: Welcome Bonus

Norgehouse imports now handle 'welcome_bonus' rows. They are recorded as a bonus instead of showing up as unhandled records.

Lendiball: Principal Receipts

Lendiball imports now handle rows labelled 'principal receipt'. They are booked as a repayment of principal.

Statistics Hub

A new statistics page pulls the community data together in one place: median returns per year, cash drag, net capital flows and what investors plan to do next. All of it measured from the portfolios tracked in P2P Dash. Linked from the footer, with a short summary on the homepage.

Annual Returns Report

A new report on what P2P lending actually paid, year by year. It shows the median net return (XIRR) per platform, calculated from real tracked portfolios instead of advertised rates.

Growth Ranking

A new ranking of the platforms our community moved onto over the last twelve months, measured by growth in tracked investors. It says where a sample of active retail investors is putting its money, not how many customers a platform has.

New About Page

The About page now explains who is behind P2P Dash and why it exists, in every site language. It also collects the videos die P2P Macher made about the tool (in German).

Legal Pages and Disclaimers

New legal pages: imprint, privacy policy, terms of use, risk disclosure, and a transparency page that explains how we make money. All of them in every site language and linked from the footer. The dashboard and shared portfolio pages now also carry a short note that the figures are not investment advice.

Debitum: Cancelled Withdrawals

Debitum imports now handle 'WITHDRAWAL_CANCELLED' entries. They are booked as a reversal of the original withdrawal, so your cash balance stays correct.

Finbee: INVESTMENT Rows

Fixed Finbee imports: rows labelled 'INVESTMENT' are now recorded as an investment instead of showing up as unhandled records.

Modena: Vault Interest Recorded

Modena imports now handle 'Vault Interest' entries. They are recorded as interest and reinvested into the vault, instead of showing up as unhandled records.

Maclear: Misspelled Cashback Rows

Fixed Maclear imports: rows labelled 'Referal cashback' (with a single r, as Maclear writes it in some exports) are now recorded as bonuses.

Finbee: Total Rows in Exports

Fixed Finbee imports: exports that end with a 'Total' or 'Total amount' summary row now import cleanly, as that row is skipped instead of showing up as an unhandled record.

Community Data Free to Reuse

The published community figures — the quarterly capital flow reports and the cross-platform comparison tables — are now explicitly free to reuse under CC BY 4.0. The licence is stated directly on those pages, with a request to credit P2P Dash and link back.

Global Overview: Cashflow per Platform

The global overview now includes a platform cashflow chart with your monthly deposits and withdrawals per platform. You can switch between net cashflow, deposits only, and withdrawals only to see where your money went and when.

New: Quarterly Capital Flow Report

A new Movers report shows which platforms attracted or lost the most investor capital in the past quarter, with rankings of the biggest inflows and outflows. It is linked from the Best Platforms page.

Platform Pages: Capital Flows

Platform pages now include a capital flow chart with the monthly net flows of all tracked investors (deposits minus withdrawals), plus how the platform ranks against the others in the current quarter.

Platform Pages: Return History

Platform pages now show a return history: the median XIRR of all tracked investors per year and over the trailing twelve months, so you can see how a platform's returns developed over time.

Platform Pages: Co-Tracking

Platform pages now show which other platforms the investors of this platform also track, based on anonymized data from all users.

Benchmark Comparison: Nightly Updated Market Data

The benchmark comparison in the performance charts now runs on market prices that are refreshed every night, so comparisons against MSCI World, MSCI ACWI, S&P 500, DAX, Nasdaq 100, government and high-yield bonds, gold, and Bitcoin always reflect current data.

Platform Data: Full Re-Verification

Completed a full re-verification of the platform database: 72 platforms were checked against official sources, resulting in 109 corrections to asset classes, regulatory status, licenses, and investment countries. Founding years and details in the platform descriptions were corrected as well, among them Asterra Estate, Bricks, Brickstarter, Bondora Go & Grow, and Bondster.

Inrento: Referral & Cashback Earnings Recorded

Fixed Inrento imports: 'Referral & Cashback earnings' entries that arrive mangled in semicolon-separated exports are now recorded as bonuses instead of showing up as unhandled.

Platform Income: Choose Your Metric

The platform income charts can now be switched between net income, gross income, interest, and bonuses, so you can focus on exactly the part of your returns you want to analyze.

Shared Portfolios: Regulation Breakdown Added

Shared portfolios now include the regulation breakdown donut, showing how the portfolio's capital is split across regulatory tiers (MiFID II, ECSP, national licenses, unregulated).

Devon: Deposit Entries Recorded

Fixed Devon imports: wallet top-ups exported simply as 'Deposit' are now recorded as deposits instead of showing up as unhandled.

NEO Finance: English Exports Supported

Fixed NEO Finance imports: transactions from English-language exports, including investments, interest, principal repayments, and account top-ups, are now recorded correctly instead of showing up as unhandled.

NEO Finance: Top-Ups with Code TC as Bonus

Fixed NEO Finance imports: 'Account replenishment, code TC' entries are now recorded as bonuses instead of deposits, so these promotional credits appear in your earnings.

Platform Pages: Community Ranking Teaser

Platform pages now include a ranking teaser highlighting the current top platforms from the community ranking, with a direct link to the full Best Platforms list.

Tax Declaration: Filter by Portfolio

The tax declaration table can now be filtered by portfolio, so you can view the tax-relevant figures for a single portfolio instead of your entire account.

Finbee: Awarded Funds as Interest

Fixed Finbee imports: 'Awarded funds' payouts are now recorded as interest instead of bonuses, so they appear in your interest earnings.

Devon: Campaign Bonus Deductions Recorded

Fixed Devon imports: 'Campaign bonus deduction' entries are now recorded as negative bonuses instead of showing up as unhandled.

Projections: Reinvestment Rate & Payouts

Financial projections in the rebalancing view now support a reinvestment rate: choose what share of your net interest is reinvested, and the projection shows the resulting payouts alongside your portfolio growth, which is useful if you plan to live off part of your returns.

Rebalancing: Community Median XIRR

Added a community median XIRR option to rebalancing projections: instead of your own historical return, you can base a platform's expected return on the median XIRR of all P2P Dash users on that platform.

Stock Estate: Investment Bonuses Recorded

Fixed Stock Estate imports: 'investment bonus used' entries are now split into a bonus and an investment entry, so investments funded with a bonus are recorded correctly instead of showing up as unhandled.

Best Platforms: Grouped by Regulation & Asset Class

The Best Platforms page now groups ranked platforms by regulatory status (MiFID II, ECSP, national licenses, unregulated) and by primary asset class, making it easier to find platforms that match your regulatory requirements and investment focus.

Platform Pages: Asset Classes & Alternatives

Platform pages now show which asset classes a platform offers and suggest comparable alternatives based on community rankings, so you can quickly discover similar platforms worth comparing.

Profitus: New 'Annual return' Column Recognized

Improved Profitus imports: newer exports renamed the 'Interest' column to 'Annual return'. Interest is now read from either column, so recent export files are recognized and your interest earnings are recorded correctly.

Stock Estate: Principal Reimbursements Recorded

Improved Stock Estate imports: 'Principal reimbursement' entries (the capital returned when a campaign matures) are now recorded as principal repayments instead of showing up as unhandled.

Devon & TDFunding: Zero Amounts Handled

Fixed Devon and TDFunding imports: rows with a zero amount written as '0,00' were skipped instead of imported. Both comma and dot decimal formats are now accepted, while entries without a readable amount are still flagged as unhandled.

Mintos: Bonds V2 & Secondary Market Transactions

Added support for more Mintos payment types: incoming and outgoing Bonds V2 payments are now recorded as principal repayments and investments, secondary market buys and sells (including bonds) are booked correctly, and secondary market fees as well as loan portfolio fees are recorded as fees.

Revest: Claim Acquisitions & Contractual Interest

Improved Revest imports: claim acquisitions are now recorded as investments and contractual interest paid on claims as interest (recognized in both English and German exports), so these positions no longer show up as unhandled.

Bienprêter: Tax No Longer Double-Counted

Fixed Bienprêter imports: tax on early repayments was counted twice (once from its own tax entry and once from the tax column of the repayment row), which understated your net interest. Each row is now checked individually for whether its amount is booked gross or net, so exports that mix both forms are handled correctly.

8lends: Interest Repayments Recognized

Improved 8lends imports: standalone 'Interest Repayment' entries (recognized in German, English, and Spanish exports) are now split into a withdrawal and an interest entry, so your interest earnings are recorded accurately.

New Guide: Add Your Platform

Added a guide for P2P platforms that would like to be listed on P2P Dash, covering which lending models are supported, what an export file needs to contain, and how the listing process works.

New FAQs: XIRR vs. TWR

Added FAQ entries explaining the difference between XIRR and time-weighted return (TWR), and which one to look at when judging your portfolio's performance.

8lends: New Platform Supported

Added support for 8lends. You can now import your transaction history from 8lends (German, English, and Spanish exports are all recognized), with interest and principal repayments split out correctly.

Rebalancing: Regulation Breakdown Charts

The rebalancing scenario view now shows regulation breakdown donut charts directly below the balance charts: you can see how your current allocation, your target allocation, and your projected portfolio each split across regulatory tiers, making it clear how rebalancing shifts your regulatory exposure.

Monefit: Forfeited Earnings Recorded

Improved Monefit imports: 'Earnings forfeited' entries are now recorded as a negative interest correction, so forfeited earnings no longer overstate your returns.

Generic Import: Exactly Three Columns

The Generic import now accepts only files that contain exactly three columns: date, type, and amount. Previously another platform's export could be accepted by the generic format and imported by mistake under the wrong platform. Requiring exactly these three columns rules that out, so you can no longer accidentally import data from a different platform. If your generic file has extra columns, remove them or choose the specific platform it came from.

AxiaFunder: Sale Fees Recorded

Improved AxiaFunder imports: sale fees charged when selling investment units are now recorded as fees (the sell-side counterpart to the existing purchase fees), so your costs and net returns stay accurate.

Mintos: ETF Portfolio Payments

Added support for Mintos ETF portfolio payments: outgoing payments are now recorded as investments and incoming payments as principal repayments, so your Mintos balance and returns stay accurate.

Fintown: Reliable Dates for Web Exports

Fintown's web export shows dates in each user's local format, so the day/month order can differ from one file to the next. We now detect the ordering across the whole export, so slash-format dates are read correctly whether your file uses the US (month first) or European (day first) style.

InRento: Cleaner Statement Imports

Improved InRento (Paysera statement) imports: debit and credit turnover total rows are now skipped instead of being flagged as unhandled, and plain wallet deposits and withdrawals without a description are now booked correctly from their amount.

AxiaFunder: Pending Deposits & Wallet Refunds

Improved AxiaFunder imports: pending deposits that haven't cleared yet are skipped (the confirmed deposit is still recorded once the funds arrive), and wallet refunds of cancelled investments are now booked as a reversal of the original investment.

Revest: Portfolio Deletion Transfers

Added support for portfolio-deletion rows in Revest imports, which are now recorded as internal transfers.

AxiaFunder: Sales Split into Principal & Interest

AxiaFunder is now available for import. Because its exports bundle principal and profit into a single sale amount, we now derive each position's purchase price per unit and split every sale into principal repayment and interest (with sales below cost recorded as negative interest) for accurate returns.

More Accurate Capital Freedom Index for New Platforms

Fixed the Capital Freedom Index so that a brand-new platform with no deposits yet correctly shows 0% instead of a misleading full score. Platforms with activity are unaffected.

Inactive Platforms Kept Out of Your Current Snapshot

Platforms you've fully withdrawn to a zero balance are now treated as inactive and automatically drop out of your current snapshots (the asset allocation, regulation and country breakdowns, and the income projection), so those views reflect only where your money is invested right now. Your historical charts are unchanged and still include them.

Active and Inactive Platforms, Neatly Separated

On the Platforms page, active and fully withdrawn (inactive) platforms are now shown in separate sections. Inactive platforms stay listed so you can reactivate them anytime by importing new data. The inactive section only appears once you have one.

Updated Platform Regulation Data

Reviewed and refreshed the regulatory information shown on platform pages. Corrected the classification for Timeless, Stikcredit, and Regular to reflect their current regulatory status.

Revest: Transfers & Withdrawals

Added support for portfolio-to-investor-account transfers and withdrawals in Revest imports, which are now recorded as internal transfers and withdrawals respectively.

WeCity: Interest & Tax Adjustments

Added support for gross-up adjustments of ordinary and penalty interest in WeCity imports, recorded as interest, along with their tax withholdings, recorded as tax.

Bondora: Cleaner Imports

Fixed Bondora imports so that zero-amount rows and empty informational rows (such as zero-value bonus entries) are skipped instead of being flagged as unhandled transactions.

Robocash: Returned Erroneous Deposits

Added support for "Returning erroneous deposit" transactions in Robocash imports, which are now recorded as withdrawals to keep your cash balance accurate.

TDFunding: Project Bonus Investments

Added support for project bonus investments in TDFunding imports, which are now recorded as investments.

Under the Hood: Refactoring & Cleanup

Completed a large round of internal refactoring and cleanup to improve the app's reliability, performance, and maintainability. Nothing changes for you, but everything just runs a little smoother.

More Reliable File Imports

Improved how imported files are read: amounts with trailing minus signs, accounting-style parentheses, and mixed thousands separators (both European and US formats) are now parsed correctly, spreadsheet cells containing zero or false are preserved, and column headers are detected more reliably even when a file contains extra metadata rows.

Correct Dates Across Time Zones

Fixed date handling so imports no longer shift transactions to the wrong day for users outside UTC. Portfolio Performance and Paysera imports, as well as dates with time-zone offsets, are now parsed consistently, and manual timeseries dates are handled uniformly.

More Accurate Transaction Normalization

Improved normalization across several platforms: Mintos deposit reversals are now recorded as negative deposits and bond principal as principal repayments, and corrections in Stock Estate, Lande, and Ventus are handled more accurately. Negative bonuses and tax refunds now correctly cancel out the original transaction in cashflow calculations.

Portfolio Performance Export: Negative Values

Fixed the Portfolio Performance export so that taxes, fees, deposits, and withdrawals with negative values are now labeled correctly.

Rebalancing: Input Handling

Fixed input handling and state synchronization in the rebalancing view so your entries are captured reliably.

Adding Platforms: Validation & Feedback

Improved the process of adding a platform with clearer error messages, input validation, and better feedback when something goes wrong.

Localization Improvements

Replaced remaining hardcoded text with translated labels and made sure dates are formatted according to your selected language.

Savy: Secondary Market Purchases

Added support for secondary market investment purchases in Savy imports. When you buy loan pieces on the secondary market, the amount is now recorded as an investment, just like primary market purchases.

Bienpreter: Cancelled Withdrawals

Added support for cancelled withdrawals in Bienpreter imports. When a withdrawal is cancelled, the funds return to your platform balance, so it is now recorded as a reversal of the original withdrawal to keep your cash balance accurate.

Afranga: Principal Refunds from Cancellations

Added support for principal refunds from cancelled investments in Afranga imports, which are now recorded as principal repayments (along with any withholding tax).

Asterra: Project Repayments

Added support for project repayment transactions in Asterra imports, which are now recorded as principal repayments.

Loanch: Negative Bonuses

Improved bonus handling in Loanch imports so that negative bonuses (such as clawbacks) now keep their sign instead of being counted as income, keeping your balance accurate.

Maclear: Updated Regulation Details

Updated Maclear's regulation information: it is now marked as regulated, with revised license, authority, and tier details.

Maclear: Referral Rewards

Added support for "referral reward" transactions in Maclear imports, normalized as bonus income.

Brickstarter: Withdrawals

Added support for withdrawal transactions in Brickstarter imports. Imports now only count completed transactions, so amounts that are still in process or errored are skipped to keep your balance accurate.

Returns Comparison: User Counts & Data Availability

Enhanced the returns comparison to show how many users each figure is based on and to clearly label platforms that don't yet have enough data.

Maclear: Referral Cashback

Added support for "referral cashback" transactions in Maclear imports, normalized as bonus income.

FF Forest: Cancelled Withdrawals

Added support for cancelled withdrawals in FF Forest imports. When a withdrawal is cancelled, the money returns to your platform balance, so it is now recorded as a reversal of the original withdrawal and your cash balance stays accurate.

Rebalancing: Select Newly Added Platforms

You can now include newly added platforms in rebalancing scenarios even before importing any transactions. They start with a zero balance, so you can plan allocations to a platform from the very beginning.

Norgehouse: New Platform Support

Added support for Norgehouse, a Latvian real estate and forestry investment platform funding timber-frame housing developments and forestry projects. The importer covers deposits, withdrawals, investments, principal repayments from fixed-term investments, interest and bonus interest, and a range of cashback and referral bonuses.

FF Forest: Early Exit Clawback Counted as Interest

Fixed how early exit clawbacks are imported for FF Forest. When you exit an investment early, the interest rate is lowered and part of the previously credited interest is reclaimed. This clawback is now recorded as a reduction of interest income instead of a reduction of bonus income, so your returns are categorized correctly.

Afranga: Late Interest Recognized as Interest

Added support for "Late interest received" transactions in Afranga imports, which are now recorded as interest income (along with any withholding tax). Previously these payments were not recognized during import.

More Reliable Amount Parsing

Improved how transaction amounts are read during imports so that values written in scientific notation (e.g., 1.5E-3) are now parsed correctly. Some platform exports use this format for very small or very large numbers, and these amounts are now imported accurately.

Asterra: Short-Form Reallocation Transactions

Added support for short-form "reallocation investment" and "reallocation repayment" transactions in Asterra imports, normalized as a new investment and a principal repayment respectively. This complements the existing long-form reallocation support so reallocations are counted correctly regardless of how Asterra labels them.

TDFunding: Invitee Bonus

Added support for "Invitee Bonus" transactions in TDFunding imports, normalized as bonus income.

More Reliable Benchmark Data

Improved the reliability of the market index data used for benchmark comparisons by adding a hard timeout when fetching it. This prevents stalled requests and keeps the cached comparison data dependable.

Savy: Sold Investment Transactions

Added support for sold investment transactions in Savy imports, normalized as principal repayments since selling an investment on the secondary market returns capital to your cash balance.

LenderMarket: Platform Migration Now Counted Correctly

Reworked how the migration between the old (LenderMarket 1) and new LenderMarket platform is imported. Previously the migration was ignored as an internal transfer, so deposits were missing for users who only had data from the new platform. The migration is now recorded as a withdrawal on the old platform and a deposit on the new one, so migrated capital is counted correctly even when only the new export is imported, while combined imports of both exports stay accurate. If you imported LenderMarket before this change, please delete the existing data and re-import once so the migration is counted with the new logic.

Twino: Charity Donation Transactions

Added support for charity donation transactions in Twino imports, normalized as fees since the donated amount leaves your account.

Platform Regulation & Compliance Details

Added regulatory information to platform pages, showing each platform's regulatory tier, the licenses it holds, and the supervising authorities. These compliance details now appear across the platform overview, dashboard, and portfolio views, giving you a clearer picture of how each platform is regulated.

Global Distribution: Small Platforms Grouped as "Others"

In the global balance and income distribution charts, platforms with less than 0.5% share are now grouped into an "Others" category to keep the charts readable. Hovering over the "Others" segment shows a full breakdown of every small platform with its value and percentage.

Community Statistics Reworked with Median Values

The community statistics have been completely reworked for higher data quality: return (XIRR) and cash drag figures are now medians of individual user values instead of pooled averages, so single large or faulty portfolios no longer distort the results. Statistics are precomputed nightly for faster loading, and your personal marker in the distribution charts is calculated live from your own portfolio data.

Asterra: Project Reallocation Transactions

Added support for project reallocation transactions in Asterra imports, with the repayment leg normalized as a principal repayment and the reinvestment leg as a new investment.

Revest: Affiliate Welcome Bonus

Added support for "Affiliate Welcome Bonus" transactions in Revest imports, normalized as bonus income.

Moneyzen: Interest Repayment Transactions

Added support for interest repayment transactions in Moneyzen imports, normalized as interest income.

Moneyzen: Loan Principal Repayment

Added support for loan principal repayment transactions in Moneyzen imports, normalized as principal repayments.

Reinvest24: New Platform Support

Added support for Reinvest24, an Estonian real estate crowdfunding platform offering rental and development projects. The importer covers rental dividends, loan interest, capital gains, claim unit repurchases, investments, deposits, withdrawals, and fees.

Quanloop: Returned Payment Transactions

Added support for "Returned payment" transactions in Quanloop imports, normalized as deposits when a bounced payout is credited back to the account.

Asterra: Project Full Exit Transactions

Added support for "Project full exit" transactions in Asterra imports, normalized as principal repayments.

Crowdestate: Dormant Account Fees

Added support for dormant account fee transactions in Crowdestate imports, normalized as fees.

Inrento: Secondary Market Cancellations

Added support for "SM Cancelled" transactions in Inrento imports, normalized as a reversal of the original secondary market investment.

FF Forest: Early Exit Transactions

Added support for early exit transactions in FF Forest imports, with payouts normalized as principal repayments and clawbacks as bonus reversals.

Smarter Date Validation on Import

Imported transaction dates are now checked for plausible years, so typos like 206 instead of 2026 no longer slip into your transaction history and distort calculations.

Summary: Gross & Net Earnings

The portfolio summary now shows your gross earnings (before taxes) alongside your net earnings, so you can see the tax impact at a glance.

Statistics: Total Users at a Glance

The statistics pages now show the total number of users as its own card next to the total balance, instead of a small badge.

Country Distribution: Platform Breakdown

The country distribution chart's tooltip now shows which platforms make up each country's share, so you can see at a glance how every country position is composed.

Tidier Table Headers

Sort arrows in data tables now only appear when a column is actually sorted, so column titles stay neatly aligned with their data.

Revest: German Statement Support

Revest imports now recognise German-language transaction descriptions, so statements in German are normalized correctly for deposits, portfolio top-ups, investments, repayments, and interest.

Bricks: Marketplace Purchase Fees

Added support for "Frais d’achat marketplace" transactions in Bricks imports, normalized as fees.

Neofinance: Top-up Deposits

Added support for "Top up" deposits in Neofinance imports, normalized as deposits.

Viainvest: Fund Withdrawals

Added support for "Funds withdrawn" transactions in Viainvest imports, normalized as withdrawals.

Performance Metrics: Cleaner Display

The percent sign for the XIRR and Cash Drag metrics now appears once in the metric description instead of next to every value, for a more compact and tidier display.

Savy: New Platform Support

Added support for Savy, a Lithuanian peer-to-peer lending platform with a secondary market. The importer handles investments, principal and interest repayments, procedural interest, and fees.

MoneyZen: New Platform Support

Added support for MoneyZen, an Estonian peer-to-peer lending platform with a secondary market. The importer covers deposits, withdrawals, investments, payout fees, and referral cashback.

Platform Data Refresh

Refreshed platform details across many platforms (including Mintos, Bondora Go & Grow, Debitum, Esketit, Monefit, LenderMarket, Lande, Nectaro, and Nordstreet) with current operational countries, licensing status, total investment volumes, and loan-to-value ratios.

Modena: Second Salary Transactions

Added support for Second Salary transactions in Modena imports, normalized as interest and reinvestment.

Bricks: Marketplace Transactions

Added support for marketplace transactions in Bricks imports, including marketplace purchases, sales, fees, and revenue from lot resales.

Bienprêter: Commission BP Flex

Added support for Commission BP Flex fee transactions in Bienprêter imports.

Income: Interest Correction Fix

Fixed an issue where negative interest corrections from Income were incorrectly converted to positive amounts, causing a small cash balance offset.

Vault: Cash Out Transactions

Added support for Cash Out transactions in Vault imports, normalized as internal transfers.

Cashflow & Income Charts: Enhanced Visualization

Upgraded the cashflow and income charts to combine bars for deposits and withdrawals with a line for the net value, plus improved localization and tooltip formatting.

Global Statistics: XIRR Distribution Bonus Toggle

Added a toggle to the user XIRR distribution histogram on the global statistics and platform type pages, letting you switch between XIRR with and without bonus. Defaults to without bonus.

Exports: Date Range Filtering

Added date range filtering to the export data table, so you can narrow exports down to a specific time period.

Portfolio Performance: Decimal Precision

Fixed a floating-point precision issue in the Portfolio Performance CSV export so amounts are now rounded to two decimal places.

Income: Missing Bonus

Added support for "Missing bonus" transactions in Income imports.

Stock Estate: Interest Reimbursement

Added support for interest reimbursement transactions in Stock Estate imports.

NEO Finance: Signup Bonus

Added support for signup bonus records in NEO Finance imports.

Brickstarter: Property Sale Refunds

Added support for "Devolución por la Venta de Inmueble" (refund from property sale) transactions in Brickstarter imports.

Afranga: Renamed Loan Originator Column

Afranga renamed the "LO" column to "Loan originator" in their export. Imports now accept both header names.

Maclear: Improved Secondary Market Tracking

Secondary market profit and loss now also adjust the invested amount, so positions are tracked at face value alongside the recorded gain or loss.

Viainvest: Additional Transaction Types

Added support for additional transaction types in Viainvest imports.

Ventus: Wallet Deposit Bonus

Added support for wallet deposit bonus transactions in Ventus imports.

Bricks: Gift Card Purchases

Added support for "Achat de carte cadeau" (gift card purchase) transactions in Bricks imports.

Afranga: Refer-a-Friend Bonus

Added support for Refer-a-Friend bonus transactions in Afranga imports.

PretUp: New Platform Support

Added support for PretUp, a French peer-to-peer lending platform financing SME loans, real estate, and business creation projects. The importer covers regular installments, withholding taxes, early repayments, and legacy Unilend migration balances.

Global Distributions: Your Value in Tooltips

Your own balance, XIRR, and platform count are now shown in every bin's tooltip in the global distribution charts, making it easier to see how your portfolio compares to the rest of the distribution.

Platform Statistics: Your Value in Tooltips

The community-comparison tooltips showing your own balance and XIRR are now also available on the individual platform-type statistics pages, not only in the global distribution charts.

Distribution Charts: Live User Values

Your own value in the distribution charts (balance, XIRR, and platform count) is now computed from live data and updates immediately after an import. The highlighted bar moves to the correct bracket without waiting for the next aggregate refresh.

XIRR Distribution: Continuous Bucket Range

The XIRR distribution charts now show every 0.5% bucket between the lowest and highest occupied bracket. Empty buckets in between remain visible, giving a clearer picture of where users actually cluster.

Revest: Cashback Bonus Transactions

Added support for cashback bonus transactions in Revest imports.

Hive5: Bonus Transactions

Added support for bonus transactions in Hive5 imports.

Performance Charts: Reliable Index Data

Fixed an issue where failures in the market index data fetcher could hang requests or cache invalid responses, occasionally causing the performance comparison chart to show stale or missing data.

Performance Charts: MSCI ACWI

Added MSCI ACWI (EUR) as a new market index for performance comparison, covering large- and mid-cap stocks across developed and emerging markets.

Performance Charts: Accumulating Index ETFs

Switched the data sources for the S&P 500, Nasdaq 100, € Government Bonds, and € High Yield Bonds market indexes to accumulating share classes. This removes reliance on distribution-adjusted prices and gives more reliable total-return comparisons, especially for the bond ETFs where coupons make up a large share of total returns.

Performance Charts: ISIN Identifiers

Added ISIN identifiers next to each market index name in the performance comparison chart's index selector, making it easier to identify the underlying ETFs.

Country Distribution Chart

Added a new donut chart showing portfolio distribution by investment country. Each platform's balance is split evenly across its investment countries and summed across all platforms. Available on the dashboard, portfolio, share, and global statistics pages.

Goparity: Voucher Transactions

Added support for Voucher transactions in Goparity imports.

Removed File Size Limit on Imports

Removed the 100 MB file size limit for imported CSV and Excel files. The limit was a legacy from when files were uploaded to the server. Files are now parsed directly in your browser and only aggregated daily records are sent to the server, so the limit no longer served any purpose.

Viainvest: Updated Export Format

Added support for the updated transaction type labels used in the latest Viainvest CSV exports, including investment, interest, tax, and securities sale records.

Viainvest: Rejected Withdrawal Transactions

Added support for rejected withdrawal transactions in legacy Viainvest CSV exports.

Les Entreprêteurs: Withdrawal Transactions

Added support for withdrawal transactions in Les Entreprêteurs imports.

Modena: Signup Bonus Transactions

Added support for Signup Bonus transactions in Modena imports.

Brickstarter: Property Dividend Records

Added support for property dividend records in Brickstarter imports.

LenderMarket: Migration Notice for Missing Legacy Exports

Updated the LenderMarket import notice with instructions for users without a LenderMarket 1 export, who can now record their migrated funds as a manual deposit transaction on the import page.

Go & Grow: Renamed and Updated Branding

Renamed Bondora Go & Grow to Go & Grow with its own logo and updated URLs.

Maclear: Secondary Market Sell, Fee, and Loss

Added support for Secondary Market Sell, Fee, and Loss transactions in Maclear imports.

Lendiball: Bonus Transactions

Added support for bonus transactions in Lendiball imports.

Stock Estate: Summary Rows Without Dates

Fixed an issue where Stock Estate summary rows without dates could cause import errors.

Hive5: Amortizing Business Loan Notice

Updated the Hive5 import notice to clarify that repayment classification only applies to bullet loans, and that amortizing business loans are currently recorded as interest only because the Hive5 export does not split principal and interest in installments.

Twino: FLEXI Wallet Transfers

Added support for wallet transfers between Twino's main wallet and the FLEXI wallet, recorded as internal transfers.

Les Entreprêteurs: Transfert de fonds Reclassified

'Transfert de fonds' records from Les Entreprêteurs are now classified as bonus transactions instead of internal transfers, so they are correctly reflected in earnings.

Enerfip: Parent-Child Account Transfers

Added support for transfers between Enerfip parent accounts and child sub-accounts, recorded as internal transfers.

Goparity: Import Limitation Notice

Added a notice explaining that Goparity's export does not split principal and interest in 'Payment Received' rows, which currently prevents the import from showing correct interest and invested values. Pending transactions are now also excluded from imports.

Tax Declaration: Total Balance Column

Added a Total Balance column to the tax declaration tables, showing each platform's year-end balance and carrying balances forward for platforms without activity in a given year.

Goparity: New Platform Support

Added support for Goparity, a Portuguese sustainable crowdlending platform funding renewable energy, sustainable agriculture, social enterprises, and SMEs.

Les Entreprêteurs: New Platform Support

Added support for Les Entreprêteurs, a French crowdfunding platform financing SMEs across real estate, business growth, retail, fleet, and renewable energy projects.

Maclear: Secondary Market, Referrals & Cashback

Added support for secondary market, referral, and cashback transactions in Maclear imports.

La Première Brique: Tax Regularizations

Added support for tax regularization records in La Première Brique imports, recorded as negative tax transactions.

Income Projection: Daily View

Added a daily earnings projection column to the income projection, alongside the existing monthly and annual projections.

Stock Estate: Bonus Transactions

Added support for bonus transactions in Stock Estate imports, with localized user notices in all supported languages.

WeCity: Dividend Distributions

Added support for dividend distributions in WeCity imports.

Crowdestate: Interest Restructure

Added support for interest restructure transactions in Crowdestate imports.

Scramble: Expired Non-cash Bonuses

Added support for expired non-cash bonus transactions in Scramble imports, recorded as a reversal of the original bonus.

Timeframe Selection: Current Month and Last Month

Added Current Month and Last Month options to the timeframe selector for quicker filtering of recent activity.

Monefit 2026: Per-Vault Interest Records

Added support for per-vault interest accrual records across all Monefit 2026 export formats (English, German, Spanish, Estonian, and French). The balance column is now optional for improved compatibility with different export variations.

Monefit 2026: Monthly Earnings as Internal Transfer

Monthly earnings entries in all Monefit 2026 export formats are now categorized as internal transfers instead of interest, avoiding duplication with the per-vault interest accrual records.

Asterra: Short-Form Deposit Records

Added support for short-form deposit records in Asterra imports.

CivisLend: Ignore Pending Transactions

Pending CivisLend transactions with 'Retenido' or 'Retenida' status are now ignored to avoid including future payments in your balance.

New Platform: CivisLend

Added support for CivisLend, a Spanish real estate crowdfunding platform. Import your CivisLend Excel exports to track deposits, withdrawals, interest, and loan investments.

Income Chart: Yearly Aggregation

Added a yearly aggregation option to the income chart.

Performance Charts: Accurate Index Returns

Updated market index providers with new EUR-denominated ETFs and use adjusted closes for more accurate returns.

Performance Charts: Bitcoin (EUR)

Added Bitcoin (EUR) to the available market indexes for performance comparison.

Quanloop: New Transaction Type

Added support for negative cashback payout transactions in Quanloop.

Bondora: Internal Bucket Transfers

Added support for internal bucket transfers between Go & Grow and other Bondora products.

Revest: New Transaction Type

Added support for referral bonus transactions in Revest.

Bricks: New Transaction Type

Added support for 'Prime de parrainage en tant que parrain' (referral bonus as sponsor) transactions in Bricks.

Asterra: New Transaction Type

Added support for loyalty bonus transactions in Asterra.

Bricks: New Transaction Type

Added support for 'Crédit par virement' (bank transfer deposit) transactions in Bricks.

Performance Charts: Market Index Comparison

Added market index comparison to performance charts. The comparison replays your monthly deposits and withdrawals into the selected index: every net deposit simulates buying units at that month's closing price, every net withdrawal sells units (capped at the units held). The plotted line shows what your portfolio would be worth today if those same cash flows had been invested into the index instead. Prices use the dividend-adjusted close in EUR, so distributions are reinvested for a fair total-return comparison.

Tax Declaration: Excel Export

Added an Excel export option to the tax declaration table.

FF Forest: New Transaction Type

Added support for 'Referral Portfolio Bonus' transactions in FF Forest.

WeCity: New Transaction Type

Added support for bonus cancellation transactions in WeCity.

Revest: New Transaction Types

Added support for withdrawal and portfolio deletion transactions in Revest.

Inrento: New Transaction Type

Added support for 'SM Offer Selling' transactions in Inrento.

Lande: French Language Support

Added support for French-language transaction types in Lande.

Quanloop: New Transaction Types

Added support for additional Quanloop transaction types.

WeCity: AInvest Auto-Invest Support

Added support for AInvest auto-invest records in WeCity.

Finforta: New Transaction Types

Added support for welcome bonus and cancelled withdrawal transactions in Finforta.

Scramble: New Transaction Type

Added support for 'Cash bonus received' transactions in Scramble.

Platform Login Links

Added login URL for FF Forest and updated StikCredit platform URL.

Portfolio Performance Export: Improved Transaction Mapping

Negative interest and bonus transactions are now correctly mapped to 'Interest Charge' in Portfolio Performance exports, ensuring accurate categorization of these transaction types.

FF Forest: New Transaction Type

Added support for 'Welcome Bonus' transactions in FF Forest.

MyPeak: New Transaction Type

Added support for 'Interest Return' transactions in MyPeak Finance.

Improved Cashback Detection

Improved cashback detection accuracy by recognizing additional cashback percentage rates.

Maclear: New Transaction Types

Added support for 'Funds added', 'Transferred to Vault', and 'Earnings received' transaction types in Maclear.

NEO Finance: New Transaction Type

Added support for processing interest transactions (procesinės palūkanos) in NEO Finance.

Tax Rate in Rebalancing Projections

Added a tax rate input to rebalancing projections. Projections now display both pre-tax and post-tax financial metrics, giving you a clearer picture of your expected returns after taxes.

Twino: New Transaction Type

Added support for the 'REPAYMENT ASSET_VALUE' transaction type in Twino, used for asset value repayments on share-based investments.

Lithuanian Language Support

P2P Dash is now available in Lithuanian (lietuvių). The entire dashboard, marketing site, and knowledge base have been translated. Switch via the language selector.

Mintos: Crypto Payment Transaction Types

Added support for crypto payment transaction types in Mintos, including crypto purchases, sales, and related fees.

Inrento: New Transaction Type

Added support for the 'SM Offer Buying' transaction type in Inrento for secondary market offer purchases.

Afranga: Updated CSV Format Support

Added support for Afranga's new CSV export format with separate Gross Amount, Withholding Tax, and Net Amount columns. The previous format continues to work as before.

Estonian Language Support

P2P Dash is now available in Estonian (eesti). The entire dashboard, marketing site, and knowledge base have been translated. Switch via the language selector.

Inrento: New Transaction Types

Added support for 'SM Offer Buying GS' (secondary market grand sale purchase) and 'Wallet Deposit' transaction types in Inrento.

Revest: New Transaction Type

Added support for the 'Transfer to investor balance from portfolio' transaction type in Revest, classified as an internal transfer between portfolio and investor balance.

Modena: New Transaction Type

Added support for the 'Vault Investment' transaction type in Modena, classified as an internal transfer between vaults.

Inrento: New Transaction Types

Added support for simplified transaction types in Inrento exports: Principal, Interest, Capital gains, and Late Interest. These cover a newer export format alongside the existing longer-form labels.

Latvian Language Support

P2P Dash is now available in Latvian (latviešu). The entire dashboard, marketing site, and knowledge base have been translated. Switch via the language selector.

Dutch Language Support

P2P Dash is now available in Dutch (Nederlands). The entire dashboard, marketing site, and knowledge base have been translated. Switch via the language selector.

Portfolio Sharing

You can now share individual portfolios via a public link, just like the global account sharing. Open the portfolio actions menu, choose 'Share', and pick between percentage or absolute display mode. Visitors see the same charts and metrics as the portfolio detail page, without needing an account.

Edit Platform: Custom Colors

Added an Edit Platform dialog accessible from the platform actions menu. You can now rename your platforms and customize their chart color. All charts across the dashboard, portfolios, and rebalancings will reflect your custom color. Reset to the default color anytime with one click.

Mintos: New Transaction Type

Added support for the 'Abhebung storniert' (withdrawal cancelled) transaction type in the German Mintos export.

Revest: New Transaction Type

Added support for the 'Adding funds to portfolio' transaction type in Revest, correctly classified as an internal transfer between investor balance and portfolio balance.

Revest: Expanded Transaction Support

Added support for principal repayments, interest payments, withdrawals, cashback bonuses, and additional investment and portfolio management operations in Revest, significantly improving coverage of the platform's transaction types.

CSV Import: Firefox Encoding Fix

Fixed an issue where importing UTF-16 encoded CSV files (e.g., Paysera bank exports) would fail in Firefox with parsing warnings. The importer now correctly detects and handles UTF-16 LE and UTF-16 BE encodings across all browsers.

Platform Overview: Data Freshness Indicator

Renamed the misleading 'Last updated' field to 'Most recent record' to clarify it shows the date of the latest data entry. The date is now color-coded: green for less than 1 month old, yellow for 1–2 months, and red for older than 2 months, so you can quickly spot platforms that need a fresh data import.

XIRR Matrix: Monthly Rate Display

Added a monthly rate view to the XIRR matrix. A new toggle icon lets you switch between annualized (p.a.) and monthly (p.m.) rate display when viewing monthly data, making it easier to evaluate month-to-month performance.

Website: Recently Updated Platforms

Added a 'Recently Updated' section to the platform overview page, making it easy to discover which platforms have received the latest improvements and updates.

La Première Brique Cash Interest Classification

Interest earned on cash balances (Intérêts du solde rémunéré) in La Première Brique is now correctly classified as interest income instead of bonus, improving the accuracy of your portfolio reports.

La Première Brique Repayment Classification

Enhanced the La Première Brique normalization strategy with repayment classification. Capital repayments are now correctly categorized and tracked in your portfolio reports.

Lande French Interest Support

Added support for French interest transactions in Lande exports. Interest income from French loans is now correctly normalized and reflected in your portfolio reports.

Scramble Investor Pay-Out Support

Added normalization for investor pay-out transactions in Scramble exports. Pay-outs are now correctly recognized and tracked in your portfolio balance.

Inrento Transaction Improvements

Improved Inrento transaction processing by filtering out zero-amount transactions and adding support for fee transaction types, resulting in cleaner and more accurate portfolio data.

Website: Improved Navigation Header

Redesigned the site header with sticky positioning and a mobile-friendly menu toggle for better navigation on all devices.

Website: Recently Added Platforms

Added a 'Recently Added' section to the platform overview page, highlighting the latest platforms supported by P2P Dash.

Updated App Icons & PWA Manifest

Updated the web app icons and manifest for an improved progressive web app experience, including a polished favicon.

MyPeak Withdrawal Support

Added support for withdrawal transactions in MyPeak exports. Withdrawals are now correctly recognized and tracked in your portfolio reports.

Monefit Improved Fee Handling

Improved fee handling across all Monefit language exports. Fees are now also recorded as principal repayments, matching how the platform tracks outgoing funds for more accurate portfolio balance calculations.

New Platform: Revest

Added support for Revest, a peer-to-peer lending platform based in Croatia specializing in short-term consumer loans. Import your Revest CSV exports to track deposits, portfolio transfers, and loan investments.

Ventus Campaign Bonus Deduction Support

Added support for campaign bonus deduction transactions in Ventus Energy exports. These negative bonus corrections are now correctly tracked with their original sign for accurate reporting.

Platform Income Timeframe Filtering

Added timeframe filtering to platform income charts and tables. You can now view income breakdowns for all time, year to date, last 12 months, or last year across the overview, portfolio, and global statistics pages.

WeCity Additional Transaction Types

Added support for new transaction types in WeCity exports: signing deadline extension interest, total early amortization, and partial amortization penalties. These are now correctly categorized in your reports.

Hive5 Repayment Classification

Hive5 repayments are now intelligently classified as either interest-only payments or final repayments. Final repayments are automatically split into the correct principal and interest components using the linked investment record.

Maclear Improved Transaction Handling

Improved handling of profit and loss transactions in Maclear exports. Profit transactions are now correctly split into interest and investment components. Secondary market losses are now recorded as negative interest for accurate reporting.

Monefit Negative Bonus Support

Fixed handling of negative bonus transactions in all Monefit exports. Bonus clawbacks and reversals are now correctly preserved with their negative amounts instead of being converted to positive values.

Brickstarter Deposit Support

Added support for 'Add funds by transfer' transactions in Brickstarter exports. These are now correctly recognized as deposit transactions.

Twino Dividend Repayment Support

Added support for REPAYMENT dividend transactions in Twino exports. These are now correctly recognized and categorized in your reports.

LaPremiereBrique Referral Rewards

Added support for referral godchild reward transactions in LaPremiereBrique exports. These are now correctly recognized as bonus income.

Capitalia New Export Format

Updated the Capitalia import to support the new CSV and Excel export formats. The platform now exports data in a simplified 3-column format which is fully supported.

WeCity Additional Transaction Types

Added support for additional transaction types in WeCity exports, including fiscal withholding, stamp duty, and capital gains. These are now correctly categorized in your reports.

Fintown US Date Format Support

Added support for US slash date format (MM/DD/YYYY) in Fintown exports. Files using this date format are now correctly parsed.

Bienpreter Partial Early Repayment

Added support for 'REMBOURSEMENT ANTICIPÉ PARTIEL (NEW)' transactions in Bienpreter exports. These are now correctly recognized as principal repayments.

EstateGuru Fee Support

Added support for generic fee transactions in EstateGuru exports. Fees are now correctly recognized and categorized.

Modena Revenue Compensation Support

Added support for 'Vault Revenue Compensation' transactions in Modena exports. These are now correctly recognized as interest income.

Stock Estate Reimbursement Commission Improvement

Improved handling of reimbursement commission transactions in Stock Estate exports. These are now split into separate interest and fee entries for more accurate reporting.

Asterra Early Exit Support

Added support for 'Early exit' transactions in Asterra exports. These are now correctly recognized as principal repayments.

Ventus Early Exit Fix

Fixed 'Early exit' transactions in Ventus being incorrectly classified as bonus adjustments. They are now correctly recognized as principal repayments.

Monefit Mixed-Language Export Support

Added support for English transaction labels (e.g., 'Monthly earnings') appearing in Monefit's German CSV exports. These are now correctly recognized as interest income.

MyPeak Finance Bonus Support

Added support for bonus transactions in MyPeak Finance exports. Early lender bonuses and other rewards are now correctly recognized as bonus income.

Brickstarter Secondary Market Notice

Added a notice that secondary market losses are not included in Brickstarter exports and need to be added manually.

Platform Income Distribution

Added new income distribution charts to the dashboard, global overview, and portfolio pages. Visualize how your interest, dividends, and other income types are distributed across platforms.

Monefit 2026 Export Format

Added support for Monefit's updated 2026 CSV export format in German, French, Spanish, and Estonian. The new format includes localized column headers and a dedicated fees column, and is now automatically detected alongside the older format.

LenderMarket Transaction Support

Added support for additional LenderMarket transaction types: 'Loan repayment pending payment interest received' is now recognized as interest income, and 'Transferred Funds to LMv2' is handled as an internal transfer.

Debitum Interest Boost Support

Added support for the 'Interest Boost Repaid' column in Debitum CSV exports. Boost payments are now correctly recognized as additional interest income.

Brickstarter Support

Added support for Brickstarter, a Spanish real estate crowdfunding platform. The importer handles interest, dividends, capital gains, property investments, disinvestments, marketplace sales, deposits, withdrawals, and bonuses from Brickstarter CSV exports.

Enerfip English Deposit Support

Enhanced the Enerfip normalization strategy to recognize English-language 'Deposit' labels, improving compatibility with Enerfip exports in different languages.

Maclear Cashback Detection

Added automatic cashback detection for Maclear investments, enabling accurate identification and classification of cashback payments received on funded loans.

Improved Loading Experience

Redesigned the loading indicator with a new animated component and delayed loading messages, providing a smoother and more informative experience while data is being processed.

New Platform: MyPeak Finance

Added support for MyPeak Finance, a P2P lending platform registered in Estonia specializing in sustainable mountain travel ventures. Supports CSV imports with deposit and loan funding transactions.

Bondster Cancelled Bonus Support

Fixed Bondster strategies to correctly handle cancelled bonus transactions (e.g., 'Stornierung: Bonus für Anleger') as negative bonuses instead of misclassifying them as regular bonuses.

Loanch Withdrawal Revert Support

Added normalization for withdrawal revert transactions in the Loanch strategies, enabling accurate tracking of reversed withdrawals.

Scramble Cash Movements Support

Added a new normalization strategy for Scramble's cash movements export format, supporting purchased claim assignments, principal repayments, and interest received transactions.

Balance Evolution Tooltip Sorting

Updated the balance evolution chart tooltip to sort platforms by value descending, making it easier to identify the largest holdings at a glance.

Scramble Increased Interest Support

Added normalization for increased interest received transactions in the Scramble cash movements strategy, enabling accurate tracking of additional investor success fees.

Stock Estate Multi-Transaction Handling

Fixed the Stock Estate strategy to correctly return both bonus and investment transactions for applicable record types.

Devon Invitee Bonus Support

Added normalization for invitee bonus transactions in the Devon strategy, enabling accurate tracking of referral bonuses earned by invited users.

Nordstreet Platform Support

Added support for Nordstreet, a Lithuanian real estate crowdfunding platform. The strategy handles deposits, withdrawals, investments, interest payments, principal repayments, taxes, fees, bonuses, and multi-component loan payouts with automatic correction handling.

Neofinance Lithuanian Secondary Market Support

Added normalization for Lithuanian secondary market purchase transactions in the Neofinance strategy, enabling accurate tracking of investments bought on the secondary market.

Modena Referral Bonus Support

Added normalization for referral bonus transactions in the Modena strategy, enabling accurate tracking of bonuses earned through platform referrals.

WECity Pending Investment Support

Added normalization for pending investment transactions in the WECity strategy, enabling accurate tracking of investments awaiting confirmation.

Crowdestor Migration Exit and FLEX Repayment Support

Added normalization for migration exit and FLEX repayment transactions in the Crowdestor strategy, enabling accurate tracking of platform migration withdrawals and FLEX principal repayments.

Crowdestate Contract and Capital Loss Support

Added normalization for investment capital loss, contract income, contract tax, and late fee tax transactions in the Crowdestate strategy, enabling accurate tracking of capital losses and contract-related fees.

Neofinance Lithuanian Transaction Support

Added normalization for Lithuanian claim rights assignment, guarantee fund fee refund, secondary market purchase fee, and withdrawal transactions in the Neofinance strategy.

Bondster Fee Conversion Support

Added normalization for fee conversion transactions in the Bondster strategy, enabling accurate tracking of currency conversion fees charged on investments.

Viainvest Tax Payment Correction Support

Added normalization for tax payment correction transactions in the Viainvest strategy, enabling accurate tracking of corrections to previously charged withholding tax.

Bricks Bank Withdrawal Fee Support

Added normalization for bank withdrawal fee (Frais bancaires de retrait) transactions in the Bricks strategy, enabling accurate tracking of fees charged on bank withdrawals.

Crowdestate Sale Offer Sell Fee Support

Added normalization for sale offer sell fee transactions in the Crowdestate strategy, enabling accurate tracking of fees charged when selling investments on the secondary market.

XIRR Matrix Sorting Fix

Fixed XIRR Matrix sorting to correctly sort with and without bonus values based on the selected display mode.

Improved Platform Creation Experience

Redesigned the platform adding flow with a new dedicated page and improved platform picker, making it easier to find and add P2P lending platforms to your portfolio.

WeCity Early Repayment Penalty Support

Added normalization for early repayment penalty (Penalización amortización anticipada) transactions in the WeCity strategy, enabling accurate tracking of penalties charged when borrowers repay loans ahead of schedule.

Mintos German Shares Payment Support

Added normalization for outgoing Mintos shares payment transactions (Ausgehende Mintos-Aktienzahlung) in the German Mintos strategy, enabling accurate tracking of shares-based investments in German-language exports.

Average Balance Matrix

Added a new Average Balance table showing the average daily account balance per platform, broken down by month and year. Uses calendar-day weighting for accurate results even with sparse transaction data. Available on the dashboard, platform detail, portfolio, and shared portfolio pages.

Enerfip Spanish Variant Support

Enhanced Enerfip strategy to support Spanish language variant 'Libreta Enerfip' in addition to the French 'Livret Enerfip', enabling proper transaction normalization for Spanish-language exports.

LenderMarket Fee Transaction Support

Added normalization for paid fee transactions in the LenderMarket strategy, enabling accurate tracking of platform fees deducted from accounts.

Italian Language Support

Added full Italian language support across the marketing site and web dashboard, including translated platform descriptions, knowledge articles, guides, and all UI strings.

Portuguese Language Support

Added full Portuguese (European) language support across the marketing site and web dashboard, including translated platform descriptions, knowledge articles, guides, and all UI strings.

Matrix Sorting Fix

Fixed default sorting in shared and XIRR matrix views to only sort by name when the first column is visible, preventing unexpected sorting behavior.

WeCity Early Funding Proration Refund Support

Added normalization for early funding proration refund (Devolución prorrateo Earlyfunding) transactions in the WeCity strategy, mapping them to principal repayments for accurate capital return tracking.

Neofinance Guarantee Fund Fee Support

Added normalization for guarantee fund fee transactions in the Neofinance strategy, handling both Lithuanian diacritical and non-diacritical variants.

Crowdestate Platform Support

Added support for Crowdestate, an Estonian real estate crowdfunding platform. The strategy handles deposits, withdrawals, investments, interest income, principal repayments, late fees, secondary market capital gains and losses, tax withholding, tax corrections, and investment cancellations.

Insoil Late Return, Promo Code, and Referral Payout Support

Added normalization for late return, promo code, and referral payout transactions in the Insoil strategy, enabling accurate tracking of late payment returns, promotional codes, and referral payouts.

Neofinance Lithuanian Deposit Support

Added normalization for Lithuanian Money deposit transactions with diacritics in the Neofinance strategy, improving compatibility with Lithuanian-language exports.

Mintos Shares Payment Support

Added normalization for outgoing Mintos shares payment transactions as investments, enabling accurate tracking of shares-based investment activity.

Income Referral Bonus Support

Added normalization for missing referral bonus transactions in the Income strategy, enabling complete tracking of referral rewards.

Profitus Project Bonus Support

Added normalization for 'Project bonus' transactions in the Profitus money movements strategy, enabling accurate tracking of project bonuses.

Stock Estate Cashback Support

Added normalization for investmentCashback and circlewiseInvestmentCashback transactions in the Stock Estate strategy, enabling accurate tracking of cashback bonuses.

Hive5 Principal Payment Support

Added normalization for 'Principal' payment type in the Hive5 strategy, mapping it to principal repayment alongside the existing 'Principal Repayment' type.

Hive5 Repayment Classification Fix

Fixed the Hive5 strategy to classify 'Repayment' transactions as principal repayments instead of interest, ensuring accurate categorization of capital returns.

Bondster Cancelled Fee Support

Added normalization for 'Cancelled: Fee' transactions in the Bondster strategy, recorded as negative fees to accurately reflect fee refunds in portfolio calculations.

Peerberry Withdrawal Refund Support

Added normalization for WITHDRAWAL_REFUND transactions in the Peerberry strategy, enabling accurate tracking of refunded withdrawals.

Esketit Withdrawal Refund Fix

Fixed the Esketit strategy to correctly handle withdrawal refunds. Positive-amount withdrawals (reversals) were incorrectly counted as outflows, causing balance discrepancies.

Bienpreter Incident Transaction Fix

Fixed the Bienpreter strategy to treat 'Incident' transactions as no-ops, preventing incorrect interest adjustments from affecting portfolio calculations.

Discover Page

Added a new Discover page for exploring and comparing P2P platforms. Features include ranked tables with customizable scoring metrics, side-by-side platform comparisons with radar charts, and metric presets for different investment strategies.

Asterra Withdrawal Cancellation Support

Added normalization for wallet withdrawal cancellation transactions in the Asterra strategy, recorded as negative withdrawals for accurate balance tracking.

Bricks Commercial Adjustment Support

Added support for 'Ajustement commercial' (commercial adjustment) transactions in the Bricks strategy, classified as bonus income for accurate tracking of platform adjustments.

Monefit French Withdrawal Support

Added normalization for 'Retraits' (withdrawal) transactions in the Monefit French strategy, enabling tracking of withdrawals and principal repayments.

Monefit Zero-Amount Transaction Handling

Improved all Monefit strategies (English, German, Spanish, Estonian, and French) to correctly handle zero-amount transactions, ensuring they are processed without errors.

Import Flow UI Improvements

Improved the import interface with better font sizing in the import mode selector and updated file queue styling for completed imports.

Video Tutorials in Import Guides

Integrated video tutorials into platform import guides, making it easier for new users to understand how to export and import their transaction data.

La Première Brique Export Notice

Added an informational notice section for La Première Brique to help users understand export requirements and data availability.

Replace Import Mode

Added a new 'Replace' import mode that completely replaces existing data within the imported date range. Data outside that range is preserved, giving you precise control over which period to overwrite.

Notes for Manual Entries

Added an optional note field to manual timeseries entries, allowing you to add free-text comments (up to 50 characters) when creating or editing manual entries.

La Premiere Brique Income Tax Support

Added support for income tax payment transactions (Paiement de l'impôt sur le revenu) in the La Premiere Brique strategy, enabling accurate tracking of tax deductions.

Income Platform Seedblink Bonus Support

Added support for Seedblink bonus transactions in the Income platform strategy, allowing tracking of bonus rewards.

Enerfip Additional Transaction Types

Enhanced the Enerfip strategy with support for withdrawal transactions, deposits via current account transfers (Transfert de Compte courant), and interest payments from the Enerfip wallet.

Tantiem Subscription Repayment Support

Added support for subscription repayment transactions (Remboursement de la souscription) in the Tantiem strategy, enabling tracking of principal repayments from subscription returns.

WeCity Delay Interest Support

Added support for delay/late payment interest transactions (Intereses de demora) in the WeCity strategy, enabling tracking of interest earned when borrowers make late payments.

Capitalia Export Format Update

Updated the Capitalia strategy to support the platform's new simplified export format, which no longer includes Method and Status columns.

Capitalia Investment Cancellation Support

Improved Capitalia strategy to automatically detect investment cancellations based on amount sign, correctly classifying returned funds as principal repayment regardless of description text.

Income Projection Calculation Fix

Fixed income projection calculations to correctly compute earnings and total current balance, ensuring accurate projected returns based on platform data.

Debitum Invited Referral Bonus Support

Added support for two-sided referral bonus transactions for invited users in the Debitum strategy, enabling tracking of bonuses received when joining via a referral link.

Bricks Boosted Balance Support

Added support for 'Solde boosté' (boosted balance) transactions in the Bricks strategy, enabling tracking of promotional bonus rewards.

Improved Cashback Detection for WLS Platforms

Enhanced cashback detection for Ventus, Devon, and Asterra platforms to correctly identify cashback payments on split investments, where users invest in multiple chunks but receive a single cashback payment for the total amount.

Balance Evolution Chart Total

Added a total row to the balance evolution chart tooltip, showing the combined balance across all platforms.

Ventus Withdrawal Cancellation Support

Added normalization for wallet withdrawal cancellation transactions in the Ventus strategy, recorded as negative withdrawals for accurate balance tracking.

Improved Balance Distribution Chart

Updated the global balance distribution chart with new bin ranges for more granular insights into portfolio distribution.

Inrento Paysera Import Fix

Enhanced the Inrento Paysera strategy to correctly ignore 'Saldo am Ende' summary rows, preventing incorrect transaction imports.

Stock Estate Withdrawal Support

Added normalization for withdrawal transactions in the Stock Estate strategy, enabling accurate tracking of platform withdrawals.

LaPremiereBrique Tax Transaction Support

Added normalization for CSG/CRDS tax payment transactions in the LaPremiereBrique strategy for complete tax tracking.

Bricks Referral Bonus Support

Added normalization for referral bonus transactions in the Bricks strategy, enabling accurate tracking of referral rewards.

Hive5 Interest Classification Fix

Fixed the Hive5 strategy to correctly classify repayment transactions as interest, improving income reporting accuracy.

Quanloop Date Format Support

Added support for the yyyy-MM-dd date format in the Quanloop strategy, improving compatibility with additional export formats.

Enerfip Strategy Enhancements

Added support for subscription cancellations and bank transfer transactions in the Enerfip strategy for more comprehensive transaction tracking.

Bondster Refund Support

Added normalization for refund transactions in the Bondster strategy, enabling accurate tracking of investment refunds.

Peerberry Investment Diff Support

Added support for INVESTMENT_PURCHASE_DIFF transactions in the Peerberry strategy for improved balance reconciliation.

Tantiem Referrer Bonus Support

Added support for referrer bonus (Bonus parrain) transactions in the Tantiem strategy, automatically tracking them as bonus income.

Tantiem Referral Bonus Support

Added support for referral bonus (Bonus filleul) transactions in the Tantiem strategy, automatically tracking them as bonus income.

Improved Platform Balance Chart

Enhanced the platform balance donut chart with improved label positioning and updated chart dimensions for better readability.

Omaraha Bonus Transaction Support

Added support for Bonus transactions in the Omaraha strategy, enabling tracking of bonus corrections with preserved sign for accurate balance reconciliation.

Enhanced Table Sorting and Data Presentation

Upgraded tables across the dashboard to support column sorting, including statements, tax declarations, XIRR matrix, income projections, platform balances, and rebalancing views. Added directional sort indicators for a clearer user experience.

Regular Welcome Bonus Support

Added support for welcome bonus (Prime bienvenue) transactions in the Regular strategy, automatically tracking them as bonus income with corresponding investment.

EstateGuru Indemnity and Penalty Support

Updated EstateGuru strategy to classify Indemnity and Penalty transactions as interest income instead of bonus, improving accuracy of income tracking.

Enerfip Principal Repayment Tracking

Enhanced Enerfip strategy to automatically split interest payments that include principal repayment (dont capital) into separate interest and principal repayment transactions, and added support for migration transfers to Lemon Way.

Enerfip Migration Transfer Support

Added support for migration transfer transactions in Enerfip strategy, enabling proper tracking of historical balance transfers from the S-Money payment system.

La Première Brique Manual Entry Types

Enhanced La Première Brique strategy with support for standard generic transaction types (interest, fee, defaultLoss, etc.), enabling users to manually add transactions that are not included in the platform's export file.

Tantiem Platform Support

Added support for Tantiem, a French crowdfunding platform focused on renewable energy and ecological transition projects. Users can now import their Tantiem transaction history including deposits, withdrawals, investments, repayments, and interest payments.

Enerfip Platform Support

Added support for Enerfip, a leading European crowdfunding platform specializing in renewable energy projects. Users can now track their Enerfip investments alongside other platforms.

Bricks Platform Support

Added support for Bricks, a French real estate crowdfunding platform offering fractional property investment. Users can now import their Bricks transaction history including deposits, withdrawals, investments, and rental income.

Bricks Non-Validated Transaction Handling

Enhanced Bricks normalization strategy to skip non-validated transactions, ensuring only confirmed transactions are included in portfolio tracking.

Afranga Promo Code Bonus Support

Added support for promo code bonus transactions in Afranga strategy, enabling proper tracking of promotional bonuses.

La Première Brique Referral Sponsor Rewards

Added support for referral sponsor reward transactions (Rémunération parrain) in La Première Brique strategy, enabling proper tracking of referral earnings for sponsors.

Regular Platform Support

Added support for Regular, a French savings platform offering fixed-rate accounts with daily interest accrual. Users can now import their Regular transaction history including deposits, withdrawals, daily interest, and referral bonuses.

Capitalia Platform Support

Added support for Capitalia, a Latvia-based P2P lending platform focused on business loans. Users can now track their Capitalia investments alongside other platforms. Currently only the generic import template is supported.

Lendiball Platform Support

Added full normalization strategy for Lendiball platform, enabling import of transaction data including deposits, withdrawals, investments, and interest payments.

Insoil Investment Revocation Support

Added support for revoke investment transactions in Insoil strategy, enabling proper tracking of investment cancellations.

CrowdPear Deposit Correction Support

Added support for DEPOSIT_CORRECTION transactions in CrowdPear strategy, enabling accurate tracking of deposit adjustments.

Modena Revenue Loss On Sale Transactions

Added support for Vault Accrued Revenue Loss On Sale transactions in Modena strategy, enabling proper tracking of revenue adjustments when assets are sold, including corrections with negative amounts.

Triple Dragon Funding Platform Support

Added support for Triple Dragon Funding (TDFunding), a Luxembourg-based P2P lending platform specializing in video game and app developer financing. The platform features daily interest distributions, a secondary market, and buyback guarantees.

Bondora Go & Grow Withdrawal Fees

Enhanced German Bondora Go & Grow strategy to properly track transaction fees for withdrawals, improving accuracy of fee reporting.

Enhanced Cashback Detection

Improved cashback detection logic to support minimum investment amount thresholds, reducing false positives when detecting cashback transactions on WLS-based platforms.

Quanloop QNL Reference Deposits

Added support for deposit transactions with QNL reference in Quanloop strategy, enabling proper tracking of deposits identified by QNL reference codes.

Iuvo Transaction Types Support

Enhanced Iuvo normalization strategy with support for rejected withdrawals and reinvestment invested amount transactions, enabling complete tracking of all money movements.

Profitus Project Investment Repayments

Added support for project investment repayment transactions in Profitus strategy, enabling proper tracking of principal returns from project investments.

Quanloop Interest Classification Fix

Fixed classification of certain Quanloop transactions from bonus to interest, ensuring accurate tracking of investment returns.

Improved Cashback Detection for WLS Platforms

Enhanced cashback detection accuracy for Ventus, Devon, and Asterra platforms with unified logic that validates standard cashback percentages (0.5%-15%), reducing false positives and improving transaction classification.

Quanloop Referral Profit Support

Added support for referral profit transactions in Quanloop strategy, enabling proper tracking of referral earnings.

Enhanced Shared Portfolio Metadata

Improved shared portfolio pages with dynamic titles that include the portfolio name, providing better context when sharing portfolio links on social media and messaging apps.

Debitum Top-Up Bonus Support

Added support for TOP_UP_BONUS and TOP_UP_BONUS_TAX transaction types in Debitum strategy, enabling proper tracking of deposit bonuses and their associated taxes.

La Première Brique Referral Rewards

Added support for referral code rewards (Rémunération code cadeau) in La Première Brique strategy, enabling proper tracking of referral bonuses.

Peerberry Secondary Market Support

Enhanced Peerberry normalization strategy with support for secondary market sales, enabling complete tracking of loan sales on the secondary market.

La Première Brique Transaction Types

Enhanced La Première Brique normalization strategy with support for savings withdrawals and investment cancellations, enabling complete tracking of principal repayments.

La Première Brique Platform Support

Added full normalization strategy for La Première Brique platform, enabling import of transaction data including deposits, withdrawals, investments, repayments, interest payments, and late fees.

Cash by Platform in Financial Summary

Enhanced the financial summary display to show cash holdings broken down by platform, providing better visibility into where uninvested funds are held across your portfolio.

Asterra & Devon Cashback Detection

Enhanced Asterra and Devon normalization strategies to automatically detect and classify cashback payments that are incorrectly exported as interest, improving accuracy of bonus tracking.

WeCity Platform Support

Added full normalization strategy for WeCity platform, enabling import of transaction data including deposits, withdrawals, investments, repayments, and interest payments.

Bienprêter Régularisation Support

Added support for 'Régularisation' (regularization/adjustment) transactions in Bienprêter strategy, enabling proper tracking of correction entries.

Bondora Go & Grow Fee Tracking

Enhanced Bondora Go & Grow normalization to include transaction fees when processing withdrawals, providing more accurate tracking of all withdrawal-related costs.

Investment Intent Feature

Added the ability to set investment intent for each platform, helping users organize their portfolio by marking platforms as actively investing, divesting, or watching.

Quanloop Bank Transfer Support

Enhanced Quanloop normalization to handle bank transfer records with null descriptions.

Import Form Redesign

Refactored the import form with improved modularity and a cleaner UI for a better file upload experience.

Combine Import Mode

Added new 'Combine' import mode that merges all queued files together before importing. Ideal for users with multiple accounts on the same platform or combining data from old and new platform versions.

Ventus Cashback Detection

Enhanced Ventus normalization strategy to automatically detect and classify cashback payments that are incorrectly exported as interest, improving accuracy of bonus tracking.

Android File Upload Compatibility

Improved file upload validation to support additional MIME types, fixing an issue where Android users could not select CSV files in the file picker.

Hive5 Export Notice

Added notice section for Hive5 platform to clarify export limitations and help users understand available data.

Swaper Account Balance Row Handling

Improved Swaper normalization to skip 'Kontostand' (account balance) summary rows, ensuring only actual transactions are processed.

Profitus Transaction Types Support

Added support for card deposits and project investments in Profitus money strategy, enabling complete tracking of all money movements.

Shared Portfolio Cashflow Chart

Added a cashflow chart to shared portfolio pages, allowing viewers to see income and expense patterns over time for enhanced financial insights.

Quanloop Sign-Up Bonus Support

Added support for sign-up bonus transactions in Quanloop strategy, enabling proper tracking of welcome bonuses.

XIRR Matrix Display Modes

Enhanced the XIRR matrix component with three display modes: XIRR with bonuses, without bonuses, or both side-by-side for flexible performance comparison.

FF Forest Referral Bonus Support

Added support for 'referral_bonus' transaction type in FF Forest strategy, enabling proper tracking of referral bonuses.

Omaraha Credit Transaction Support

Added support for 'Credit' transactions as investments in Omaraha strategy, enabling proper tracking of loan purchases.

Income Bug Hunt Bonus Support

Added support for 'Bonus for bughunt' transaction type in Income strategy, enabling proper tracking of bug bounty rewards.

Income Breakdown Yearly View

Added a yearly/monthly toggle to the income breakdown component, allowing users to view income data aggregated by year or by month for better long-term analysis.

Platform Statistics Link

Added a statistics button to platform pages that links to global statistics for that platform type, making it easier to compare your performance with other users.

Cash Drag Analysis Feature

Added new cash drag analysis components showing platform and platform type breakdowns, helping investors identify uninvested capital across their portfolio.

Mintos Transaction Classification Fix

Fixed classification of 'Principal received - Bonds' transactions from interest to principalRepayment, ensuring accurate tracking of bond principal returns.

Mintos Notices Enhancement

Enhanced Mintos notices across all languages to better explain transaction type handling and potential discrepancies with the platform's own calculations.

Asterra New Transaction Types

Added support for 'Project withdrawal' and 'Cashback deduction' transaction types in Asterra strategy, enabling proper tracking of principal repayments and cashback adjustments.

Crowdestor Promo Code Cashback Support

Added support for 'Promo code cashback' transaction type in Crowdestor strategy, enabling proper tracking of promotional cashback bonuses.

Hive5 Principal Repayment Support

Added support for 'Principal Repayment' transaction type in Hive5 strategy, enabling proper tracking of loan repayments.

Devon Repayment Transaction Support

Added support for 'Repayment' transaction type in Devon strategy, enabling proper tracking of principal repayments.

Stock Estate Canceled Transaction Handling

Improved Stock Estate normalization to skip canceled transactions, ensuring only completed transactions are included in portfolio tracking.

Bondora Fee Transaction Support

Added support for 'Fees' and 'Gebühren' (German) transactions in Bondora strategies, enabling complete fee tracking across language exports.

Stock Estate Reimbursement Support

Added support for reimbursement and reimbursement commission transactions in Stock Estate, enabling complete tracking of project repayments.

Capital Freedom Index Fix

Fixed capital freedom index calculation to cap at 100%, ensuring accurate representation of portfolio liquidity metrics.

Bondster Wire Transfer Support

Enhanced Bondster normalization strategies to support wire transfer transactions, improving transaction tracking completeness.

EstateGuru Secondary Market Loss Handling

Improved EstateGuru normalization strategy to handle secondary market loss as interest, providing more accurate tracking of investment performance.

Financial Display Improvements

Fixed Statement and Tax Declaration components to correctly display values only when they are non-zero, improving clarity of financial reports.

Bondster German Language Support

Added BondsterDeNormalizationStrategy to support German language exports from Bondster, enabling users who export their data in German to import and track their investments.

Monefit Spanish Monthly Earnings Enhancement

Enhanced Monefit Spanish normalization strategy to handle 'monthly earnings' transaction type, improving compatibility with Spanish language exports.

Viainvest Deposit Correction Scenarios

Enhanced Viainvest normalization strategy to handle various correction scenarios for deposit transactions, including rejected deposits with negative amounts, rejected withdrawals as deposits, and cancellation of received funds. Improves accuracy of deposit transaction tracking.

New Feature: Portfolio Management

Introduced comprehensive portfolio management functionality, allowing users to create custom portfolios by grouping selected platforms. Features include portfolio creation, editing, and deletion with intuitive grid and table views. Each portfolio displays aggregated financial metrics calculated from the combined timeseries data of its member platforms. Accessible via the command palette for quick navigation.

New Platform: Stikcredit

Added support for Stikcredit platform with comprehensive normalization strategy for deposits, withdrawals, interest, investments, and principal repayments.

Chart Timeframe Filtering

Added timeframe selection to income and balance charts, allowing users to filter data by year-to-date, last 12 months, last year, or view all data. Enhances analysis flexibility by letting users focus on specific time ranges.

Nectaro Metadata Handling Enhancement

Enhanced Nectaro normalization strategy with improved metadata handling, ensuring more robust parsing of export files with varying metadata formats.

Crowdestor Bonus Interest Payment Support

Enhanced Crowdestor normalization strategy to support bonus interest payment transactions, enabling accurate tracking of bonus-related interest income.

Monthly Earnings Matrix Terminology Update

Updated XIRR terminology and descriptions across all languages in the Monthly Earnings Matrix, providing clearer and more consistent financial metrics labeling throughout the platform.

Devon Project Repayment Support

Enhanced Devon normalization strategy to support Project repayment transactions, ensuring accurate tracking of project-related principal repayments.

Hive5 Interest Transaction Enhancement

Enhanced Hive5 normalization strategy to support additional interest transaction types for improved data coverage and accuracy.

Buyback Guarantee Educational Content

Added comprehensive Buyback Guarantee educational pages in English, German, Spanish, and French, helping users understand this important P2P lending feature and its implications for investment security.

Robocash Export Limitations Documentation

Added platform-specific documentation for Robocash export limitations in multiple languages, helping users understand data export constraints and workarounds.

Swaper Export Limitations Documentation

Added platform-specific documentation for Swaper export limitations in multiple languages, helping users understand data export constraints and workarounds.

Bondster Transfer Fee and Generic Fee Support

Enhanced Bondster normalization strategy to support transfer fee and generic fee transactions, improving fee tracking accuracy for the platform.

Bienprêter Tax Levy and Tax Support

Enhanced Bienprêter normalization strategy to handle tax levy and tax transactions, enabling accurate tracking of tax-related financial events.

Cash Drag Analysis Feature

Added comprehensive cash drag analysis feature to the marketing site, providing educational content about idle cash in P2P investment portfolios and how it impacts overall returns.

XIRR Educational Content Enhancement

Enhanced XIRR descriptions with improved educational content and documentation links across the platform, helping users better understand their investment performance metrics.

New Platform: Timeless

Added support for Timeless, a fractional ownership platform for collectibles such as art, watches, and wine. Users can buy and sell shares in assets, with comprehensive tracking of investments, sales, fees, and profit/loss. Supports both English and German exports.

New Platform: ANote Music

Added support for ANote Music, a music royalties investment platform where users can buy shares in music catalogues and receive royalty payouts. Supports royalties, investments, bonuses, deposits, withdrawals, and sells.

Devon Bonus Project Interest Support

Enhanced Devon normalization strategy to support bonus project interest and cashback project interest transactions for more comprehensive transaction handling.

Income Chart Dynamic Color Coding

Enhanced income chart components with dynamic color coding for net income, providing clearer visual distinction between positive and negative income values.

Debitum Import Guides

Added comprehensive import guides for the Debitum platform in multiple languages, helping users understand how to properly export and import their transaction data.

Maclear Boni Reserve Transaction Support

Enhanced Maclear normalization strategy to support boni reserve transactions, ensuring accurate tracking of bonus reserve-related financial events.

Bienprêter Interest Correction Support

Enhanced Bienprêter normalization strategy to handle interest correction transactions, enabling accurate tracking of interest adjustments.

New Platform: Stock Estate

Added support for Stock Estate platform with comprehensive normalization strategy.

Viainvest Rejected Withdrawal Support

Enhanced Viainvest normalization strategy to handle rejected withdrawal transactions, ensuring accurate tracking of withdrawal reversals.

Finforta New Transaction Types Support

Enhanced Finforta normalization strategy to support additional transaction types for more comprehensive transaction handling.

Bienprêter Incident Transaction Support

Enhanced Bienprêter normalization strategy to support incident transactions, enabling accurate tracking of incident-related financial events.

Asterra New Transaction Types Support

Enhanced Asterra normalization strategy to support additional transaction types for more comprehensive transaction handling.

Monefit New Transaction Types Support

Enhanced Monefit normalization strategy to handle new transaction types for improved data coverage and accuracy.

Spanish Localization Support

Added full Spanish language support to the application, expanding accessibility for Spanish-speaking users with comprehensive translations across all pages and components.

French Localization Support

Added full French language support to the application, expanding accessibility for French-speaking users with comprehensive translations across all pages and components.

Monefit French Bonus Split Transaction Support

Enhanced Monefit French normalization strategy to properly split 'Bonus' transactions into separate bonus and investment records for more accurate transaction categorization.

Bienprêter Partial Early Repayment Support

Enhanced Bienprêter normalization strategy to support partial early repayment transactions, enabling accurate tracking of partial loan repayments.

Bienprêter Cancelled Collection Transactions Support

Enhanced Bienprêter normalization strategy to support cancelled collection transactions, improving handling of collection-related transaction processing.

Monefit French Split Transaction Support

Enhanced Monefit French normalization strategy to properly split 'Fonds ajoutés' transactions into separate deposit and investment records for more accurate transaction categorization.

Platform Balance Donut Chart Visualization

Added interactive donut chart visualization to the Global Platform Balance Overview, providing a clear visual breakdown of portfolio allocation across platforms. Features responsive design with compact mode for smaller screens and supports switching between chart, grid, and table views.

Modena Vault Accrued Revenue Support

Enhanced Modena normalization strategy to support Vault Accrued Revenue transactions, expanding the range of supported transaction types in the cashflow export format.

Afranga Registration Bonus Support

Enhanced Afranga normalization strategy to support registration bonus transactions, ensuring accurate tracking of sign-up promotional rewards.

Finbee Secondary Market Seller Fee Support

Enhanced Finbee normalization strategy to support secondary market seller fee transactions, ensuring accurate tracking of fees when selling loans on the secondary market.

Modena Cashflow Export Support

Completely rewrote the Modena normalization strategy to support the new cashflow export format. Now handles Deposit, Withdrawal, Vault Earned Revenue, Vault Signup Bonus, Vault Campaign Bonus, and Vault Asset Buyback transactions.

Platform XIRR Excluding Bonus Display

Added XIRR excluding bonus calculations to platform list, data table, and grid view components, allowing users to see investment performance metrics without the influence of bonuses alongside the standard XIRR values.

Earnings Projection XIRR Without Bonus

Updated earnings projection and rebalancing calculations to use XIRR without bonus, providing more accurate projections based on pure investment performance rather than including one-time promotional rewards.

New Platform: Fagura

Added Fagura normalization strategy with comprehensive test coverage for deposits, withdrawals, interest, fees, investments, principal repayments, and bonus transactions.

Lande Spanish Withdrawal Request Support

Enhanced Lande normalization strategy to support Spanish withdrawal requests ('Solicitud de retirada'), improving multi-language transaction processing.

Viainvest Securities Redemption Corrections Support

Enhanced Viainvest normalization strategy to handle corrections for securities redemption transactions, improving accuracy of redemption-related transaction processing.

Devon Cashback and Project Withdrawal Support

Enhanced Devon normalization strategy to support Cashback deduction and Project withdrawal transactions for more comprehensive transaction handling.

Asterra Cashback Transaction Support

Enhanced Asterra normalization strategy to support Cashback transactions, ensuring accurate tracking of cashback rewards.

Robocash Portfolio Operations Enhancement

Enhanced Robocash normalization strategy to handle new portfolio operations, improving transaction categorization and data accuracy for portfolio-related transactions.

XIRR Dual Value Display

Enhanced XIRR components to display both returns with and without bonuses, providing clearer visibility into how bonus income affects overall portfolio performance.

Improved XIRR Timeseries Accuracy

Enhanced XIRR calculations by filling timeseries gaps, ensuring more accurate performance metrics even when there are missing data points in the transaction history.

XIRR Tax Handling Enhancement

Enhanced XIRR calculations to properly account for tax deductions, providing more accurate after-tax performance metrics. Updated documentation with detailed explanations of XIRR calculation methods with and without bonus income.

Extended XIRR History Display

XIRR calculations now display all available months instead of only the last 6 months, providing a more complete view of historical performance trends.

Extended Cash Drag History Display

Cash drag calculations now display all available months instead of only the last 6 months, providing a more complete view of historical cash utilization trends.

Viainvest Alternative Deposit Handling

Enhanced Viainvest normalization strategy to support alternative deposit transaction types for more comprehensive deposit handling.

Transaction Activity Grid

Added new ActivityGrid component to visualize transaction activity patterns, providing users with a clear overview of their transaction history across time periods.

Monefit German English Transaction Support

Enhanced Monefit German normalization strategy to support English transaction labels like 'Monthly earnings' in German export formats, improving multi-language transaction handling.

Platform Type Analytics Enhancement

Added new platform type visualization components including user activity charts, XIRR performance displays, and detailed data tables for enhanced financial data analysis across platform categories.

Rebalancing and Projection Enhancements

Enhanced rebalancing feature with improved data table layout, mode options (equal weight, manual, XIRR-weighted), and updated projection settings UI. Fixed compound growth calculations and improved EAR conversion in projections for more accurate financial modeling.

Support Page with Affiliate Platform Grid

Added new support page featuring an affiliate platform grid, allowing users to support P2P Dash by using the affiliate links.

Navigation Support Link

Added support link to the application sidebar for easier access to help and support resources.

Finforta Transaction Types Enhancement

Enhanced Finforta normalization strategy to support withdraw and fixed investment withdraw transaction types for more comprehensive transaction handling.

Robocash Loan Selling Support

Enhanced Robocash normalization strategy to support loan selling transactions, enabling accurate tracking of secondary market sales.

Nectaro Metadata Row Handling

Enhanced Nectaro normalization strategy to automatically skip metadata rows at the beginning of exports for cleaner data processing.

Indemo Old Referral Bonus Support

Added support for 'Bonus Friend - Referral / Old' transaction type in Indemo normalization strategy for comprehensive referral bonus tracking.

Devon Transaction Types Enhancement

Enhanced Devon normalization strategy to support additional transaction types for improved data coverage and accuracy.

New Platform: Finforta

Added Finforta normalization strategy with comprehensive test coverage for deposits, withdrawals, interest, fees, investments, principal repayments, and bonus transactions.

Gross Income Calculation Enhancement

Added gross income calculation with localization support for German and English, providing clearer insights into total earnings across income chart components.

Global Balance Evolution Chart

Added Global Balance Evolution Chart component to the statistics page, visualizing the total balance growth across all users over time with data filtered from 2015 onwards.

Community Statistics Section

Added community statistics section with corresponding imagery to provide users with insights into the P2P Data community.

XIRR and Balance Distribution User Count

Added user count display to XIRR and global balance distribution histograms for better context on community data.

Profitus Project Bonus Support

Enhanced Profitus normalization strategy to support Project bonus transactions for more comprehensive bonus tracking.

Robocash Transaction Types Enhancement

Enhanced Robocash normalization strategy to support additional transaction types, improving transaction categorization and data accuracy.

Ventus Cashback Deduction Support

Enhanced Ventus normalization strategy to support Cashback deduction transactions, ensuring accurate tracking of cashback adjustments.

Mintos Bond Investment Transfer Support

Enhanced Mintos normalization strategies to support bond investment transfer transactions for improved handling of bond-related operations.

Lande Spanish Transaction Types Support

Enhanced Lande normalization strategy to support Spanish transaction types for improved multi-language transaction processing.

Hive5 Interest Transaction Enhancement

Enhanced Hive5 normalization strategy to handle interest transactions with typos and received interest, improving data accuracy.

Fintown Project-Based Transaction Support

Enhanced Fintown normalization strategy to handle empty descriptions and normalize project-based transactions for more comprehensive data processing.

Debitum Referral Reward Support

Enhanced Debitum normalization strategy to support new referral reward transactions for improved tracking of referral bonuses.

Quanloop External Transfer Deposit Support

Enhanced Quanloop normalization strategy to support external transfer deposit transactions for more comprehensive deposit handling.

Income Bughunt Bonus Enhancement

Enhanced Income normalization strategy to support 'Bonus for bughunt' transactions, expanding bonus transaction coverage.

Crowdestor Donation Fee Support

Enhanced Crowdestor normalization strategy to normalize Donation transactions as fees for accurate fee tracking.

Twino Currency Fluctuation Principal Support

Enhanced Twino normalization strategy to support CURRENCY_FLUCTUATION principal transactions, ensuring accurate tracking of currency-related principal adjustments.

Robocash Transaction Types Enhancement

Enhanced Robocash normalization strategy to support new transaction types, improving transaction categorization and data accuracy.

NEO Finance Dutch Transaction Descriptions

Enhanced NEO Finance normalization strategy to support Dutch transaction descriptions for improved multi-language transaction processing.

Robocash Investment and Repayment Operations Enhancement

Enhanced Robocash normalization strategy to support additional investment and repayment operations, improving transaction categorization and data accuracy.

Portfolio Performance Export Type Filtering

Added type filtering functionality to Portfolio Performance export, allowing users to selectively choose which transaction types to include in their exports for more customized data reporting.

CSV Export Aggregation Period Selection

Added aggregation period selection (daily, monthly, yearly) to CSV export functionality in ExportDataTable, giving users more flexibility in how their exported data is grouped and analyzed.

NEO Finance Investor Name Deposits and Platform Fees

Extended NEO Finance normalization strategy to handle deposits with investor names and platform fee transactions, improving transaction processing accuracy.

NEO Finance Transaction Type Enhancement

Enhanced NEO Finance normalization strategy to support additional transaction types and improved case sensitivity handling for more robust data processing.

Debitum Buyback Repayment Support

Enhanced Debitum normalization strategy to support buyback repayment transactions for more comprehensive transaction handling.

CSV Export for Tax Declaration and Projections

Added CSV export functionality to Tax Declaration and Projection tables, allowing users to download their data for external analysis and record-keeping.

Platform Documentation Expansion

Added comprehensive platform-specific details and documentation for Asterra, Axiafunder, Devon, EstateGuru, Maclear, Mintos, Monefit, and Ventus with bilingual support (English/German).

Mintos (German) Transaction Types Enhancement

Enhanced Mintos German normalization strategy to support additional transaction types, improving transaction categorization and data accuracy for German exports.

NEO Finance Lithuanian Money Deposits

Enhanced NEO Finance normalization strategy to support Lithuanian Money deposit transactions for improved transaction processing.

Omaraha Platform Support

Added support for Omaraha platform with comprehensive normalization strategy for deposits, withdrawals, interest, fees, investments, and principal repayments.

Ventus Migration Deposit Support

Enhanced Ventus normalization strategy to support Migration deposit transactions, ensuring accurate tracking of migration-related deposits.

Income Transaction Types Enhancement

Enhanced Income normalization strategy to support additional transaction types, improving transaction categorization and accuracy.

Viainvest Withholding Tax Correction Support

Enhanced Viainvest (old format) normalization strategy to handle correction of withholding tax transactions, improving accuracy of tax-related transaction processing.

Kviku Bonus Income Support

Enhanced Kviku normalization strategy to handle bonus income transactions, ensuring accurate tracking of promotional rewards.

Ventus Invitee Bonus Support

Enhanced Ventus normalization strategy to handle Invitee bonus transactions, ensuring accurate tracking of referral rewards.

Modena Platform Notice

Added platform notice for Modena users informing about current import functionality issues and ongoing work on new Excel export format.

Žltý melón Platform Support

Added support for Žltý melón (ZltyMelon) platform with comprehensive normalization strategy for deposits, withdrawals, interest, fees, investments, and principal repayments.

FF Forest Platform Support

Added support for FF Forest platform with comprehensive normalization strategy for deposits, withdrawals, interest, fees, investments, and principal repayments.

Bondora Go & Grow Bonus Support

Enhanced Bondora Go & Grow normalization strategy to handle bonus transactions, ensuring accurate tracking of promotional rewards.

Devon Correction Transaction Support

Enhanced Devon normalization strategy to handle correction transactions, including negative deposits and positive withdrawals, improving accuracy of transaction processing.

Tax Declaration Feature

Added comprehensive tax declaration feature with multi-language support (EN/DE), allowing users to retrieve and review their tax-relevant transactions.

Twino Platform Update

Updated Twino platform transaction handling to support interest and tax transactions.

Ventus Project Bonus Support

Enhanced Ventus normalization strategy to handle project bonus transactions, ensuring accurate tracking of promotional rewards.

Mintos Transaction Handling Improvements

Improved Mintos normalization strategy to better differentiate between positive and negative contribution/donation applications, and enhanced handling of negative interest and tax scenarios.

XIRR Distribution Analysis

Added global and platform-specific XIRR distribution components with filtering capabilities, providing detailed insights into investment performance across different return ranges.

Platform Type Metrics Overview

Added comprehensive platform type metrics overview with navigation capabilities, allowing users to view aggregated statistics by platform category.

Loading Components Enhancement

Added loading components for global and platform-specific views, improving user experience during data retrieval.

Enhanced Income Tooltips

Improved chart tooltips with gross income calculations that aggregate all income-generating transaction types (interest, bonuses, principal repayments), providing clearer insights into total earnings.

Debitum Cashback Bonus Support

Added normalization for manual cashback bonus transactions in Debitum strategy, ensuring proper tracking of promotional rewards.

Income Bug Hunt Transaction Support

Enhanced Income normalization strategy to handle bug hunt bounty transactions, converting them to bonus records for accurate reward tracking.

Dark Mode Prose Styling Fix

Fixed prose styling issues in dark mode across multiple components, improving readability and visual consistency in dark theme.

Enhanced Global Platform Balance Overview

Significantly enhanced the Global Platform Balance Overview with detailed table views and comprehensive chart visualizations, providing deeper insights into platform balance distributions and trends.

Viainvest Withholding Tax Support

Enhanced Viainvest normalization strategy to handle withholding tax transactions, ensuring accurate tax tracking for international investments.

Finbee Partial Repayment Processing

Added normalization for partial repay amount transactions in Finbee strategy, improving the accuracy of principal repayment tracking.

Bondster Exit Transaction Support

Added normalization for 'Exit - assignment of claim' transactions in Bondster strategy, converting them into principal repayment records for more accurate transaction processing.

Quanloop Enhanced Transaction Handling

Enhanced QuanloopNormalizationStrategy to correctly handle cashback transactions with negative amounts and profit transactions, improving accuracy for these transaction types.

Income Chart Visualization Toggle

Added toggle functionality to income charts allowing users to switch between bar and area chart visualizations. Area charts now display cumulative income data for better trend analysis, while tooltips provide clearer breakdowns of income and expense components.

Net Deposits Terminology Update

Updated terminology from 'Total Deposits' to 'Net Deposits' across the application to better reflect the actual calculation of deposits minus withdrawals.

Manual Transaction Date Input Improvement

Simplified manual transaction date input by switching to native HTML date picker, improving usability and ensuring proper date validation.

Balance Distribution Bins Refinement

Improved balance distribution bucket ranges across all distribution views for enhanced clarity and granularity. The refined bins provide more meaningful breakdowns of balance distributions, making it easier to understand portfolio concentration patterns.

Personal Balance Position Highlighting

Balance distribution charts now highlight your personal balance bucket, making it easy to see where your portfolio stands relative to other users. This personalized view helps you better understand your position within the user community.

Platform Type Detail Pages

Added dedicated detail pages for each platform type, displaying platform-specific information alongside balance distribution statistics. These pages provide a focused view of individual platform communities and their balance distributions.

New Platform: Axiafunder

Added Axiafunder normalization strategy with comprehensive test coverage for transaction processing.

Axiafunder Platform Disabled

Temporarily disabled Axiafunder platform due to export ambiguities that result in incorrect data. The platform will remain disabled until export format issues are resolved.

Platforms Per User Statistics

Added new visualization showing how many P2P platforms are used by users, providing insights into platform diversification patterns across the user base.

Platform Balance Chart Tooltip Enhancement

Improved platform balance evolution chart tooltips to display platforms in alphabetical order for easier readability and navigation.

LenderMarket Enhanced Transaction Support

Enhanced LenderMarket normalization strategy to support additional interest and principal repayment transaction types for more comprehensive transaction handling.

NEO Finance Dutch Money Deposits

Added support for Dutch Money deposit normalization in NEO Finance strategy for improved transaction processing.

Afranga Cashback Bonus Support

Enhanced Afranga normalization strategy to support cashback bonus transactions for more comprehensive transaction handling.

New Platform: Bienprêter

Added Bienprêter normalization strategy with comprehensive test coverage for transaction processing.

Interface Consolidation and Component Cleanup

Streamlined the user interface by consolidating multiple evaluation components that displayed the same data across different timeframes and representations. Merged separate monthly/yearly table components, consolidated XIRR matrix views, unified platform balance displays, and combined cash drag matrices into cohesive single components. This cleanup reduces code duplication, improves maintainability, and provides a more consistent user experience across the dashboard.

NEO Finance NIPS-Prefixed Deposits

Enhanced NeofinanceNormalizationStrategy to support NIPS-prefixed Money deposit transactions for more comprehensive deposit handling.

Finbee Secondary Market Loan Sale Support

Added normalization support for loan sale in secondary market transactions in Finbee platform, properly classifying them as principal repayments for more accurate transaction tracking.

Iuvo Currency Exchange Transaction Handling

Enhanced Iuvo normalization strategy to properly classify incoming and outgoing currency exchange transactions as deposits and withdrawals for more accurate financial tracking.

Active Development Notice Enhancement

Updated Active Development Notice component with Telegram community link, providing users a direct channel to engage with the development team and fellow users.

Global Portfolio Query Optimization

Improved database query performance in global portfolio functions by streamlining query structure and removing unnecessary joins, enhancing overall application responsiveness.

New Platform: NEO Finance

Added NEO Finance normalization strategy with comprehensive test coverage for transaction processing, including support for deposits, investments, fees, and various transaction types.

NEO Finance Secondary Market Sale Fee Support

Added normalization for secondary market sale fee transactions in NEO Finance platform for more comprehensive transaction handling.

Indemo Transaction Type Updates

Updated transaction types in Indemo normalization strategy for improved transaction classification and handling.

XIRR Calculation and Display

Added XIRR (Extended Internal Rate of Return) calculation and display in financial summary components for better portfolio performance insights.

Financial Summary Layout Improvements

Simplified layout and improved spacing in financial summary and card components for enhanced readability and visual consistency.

Platform Completion Status Updates

Removed 'incomplete' flag from multiple platforms in platforms configuration, marking them as fully supported.

Active Development Notice Update

Removed GitHub issue link from Active Development Notice descriptions for cleaner presentation.

Financial Summary Display Enhancement

Updated financial summary display icons for improved clarity and visual consistency across the dashboard.

Chart Component Zero Value Handling

Enhanced chart component to properly handle zero values and improved formatting consistency for better data visualization.

EstateGuru Manual Bank Transfer Support

Added normalization support for 'Deposit - Manual Bank Transfer' transactions in EstateGuru platform for more comprehensive deposit handling.

LenderMarket Platform Migration Support

Added support for 'Migrated to new platform' transactions in LenderMarket normalization strategy for improved handling of platform transition records.

EstateGuru Funds Transfer Support

Added normalization support for Funds Transfer transactions in EstateGuru platform for more comprehensive transaction handling.

Profitus Investment Refund Support

Added normalization support for Project investment refund transactions in Profitus platform for more comprehensive transaction handling.

Iuvo Withdrawal Fee Support

Enhanced Iuvo normalization strategy to handle withdraw_fee transactions for improved fee tracking.

Finbee Transaction Type Expansion

Enhanced Finbee normalization strategy to support additional transaction types for more comprehensive data coverage.

Financial Metrics Display Enhancement

Updated financial metrics display to show dash for zero or near-zero balances for improved data clarity and user experience.

Global Metrics Currency Formatting

Updated currency formatting in GlobalMetricsOverview to use no decimal values for cleaner presentation of financial data.

Capital Freedom Donut Progress Fix

Fixed progress value calculation in CapitalFreedomDonut component to ensure values are properly clamped between 0 and 100.

Kviku Sign-Up Bonus Support

Added support for SIGN UP BONUS transactions in Kviku normalization strategy for more comprehensive transaction handling.

Viainvest Interest Payment Corrections

Enhanced Viainvest normalization strategy to handle interest payment correction transactions for improved accuracy.

New Platform: Kviku

Added Kviku normalization strategy with comprehensive test coverage for transaction processing.

Capital Freedom Index Feature

Refactored Capital Recovery metric to Capital Freedom Index with a new calculation formula. The index now shows what percentage of your current balance is 'free' (from earnings) versus tied up in your own capital, using the formula: 1 - (deposits - withdrawals) / total balance. This provides better insights into portfolio performance by showing how much of your balance comes from gains rather than just tracking withdrawal ratios. Updated all UI components, translations, and comprehensive test coverage.

Portfolio Rebalancing Feature

Added comprehensive portfolio rebalancing functionality that allows users to create and manage multiple rebalancing scenarios. Users can define target allocations across platforms (by equal weight, manual percentages, or XIRR-weighted), visualize current vs. target allocations with pie charts, and receive actionable recommendations for deposits or withdrawals to achieve their desired portfolio balance. The feature includes earnings projections showing how different allocation strategies would perform, and provides instant access via the command palette.

Finbee Secondary Market Transaction Support

Enhanced Finbee normalization strategy to handle loan purchase in secondary market transactions and loan sale/purchase discount/premium transactions for more comprehensive secondary market support.

Monefit Spanish Withdrawal Support

Enhanced Monefit Spanish normalization strategy to handle 'Retiros' (withdrawals) transactions for more comprehensive Spanish language support.

Early Repayment Cooling-Off Period Support

Added normalization for early repayment transactions during the cooling-off period across multiple platforms, improving transaction classification accuracy.

FinancialSummaryDisplay Component Fix

Corrected class name syntax in FinancialSummaryDisplay component for improved code quality and consistency.

Capital Recovery Feature

Added capital recovery ratio calculation and display to platform balance and data tables. This new metric helps users track the percentage of their invested capital that has been recovered through principal repayments, providing clearer insights into investment performance and portfolio health.

Global XIRR Matrix Monthly Component

Added comprehensive Global XIRR Matrix Monthly component with full internationalization support, providing detailed monthly performance metrics across the entire portfolio for enhanced analysis capabilities.

Manual Entry Date Persistence

Enhanced manual entry form to remember the last used date across form submissions. When adding multiple entries from the same time period, users no longer need to repeatedly select the year and month, significantly improving the workflow for bulk historical data entry.

Projection Controls Enhancement

Enhanced projection controls with improved state management and user interface. Added local storage note to projection description for better user guidance on data persistence.

New Platform: Scramble

Added Scramble normalization strategy with comprehensive test coverage for transaction processing.

Monthly XIRR Performance Components

Added comprehensive monthly XIRR performance visualization with new XirrMatrixMonthly and PlatformXirrMonthly components. The dashboard and platform pages now display detailed monthly performance metrics for enhanced portfolio analysis.

Platform Documentation Expansion

Added platform-specific documentation content for Modena, Loanch, Lendermarket, Inrento, Ventus, Bondora Go & Grow, and Monefit with bilingual support. Enhanced PlatformDetail component with improved content structure and localized platform links.

Finbee Bonus Transaction Support

Added support for Bonus transaction type in Finbee normalization strategy for more comprehensive transaction handling.

Monefit Spanish Investment Support

Enhanced Monefit strategy to handle 'Inversiones añadidas' (investments added) transaction type for Spanish language exports.

New Platform: Finbee

Added Finbee normalization strategy with comprehensive test coverage for transaction processing.

Command Palette Export Option

Added export option to command palette with download icon for quick access to Portfolio Performance export functionality.

Portfolio Performance Export Feature

Added comprehensive export functionality for Portfolio Performance software. Users can now export their transaction data in the Portfolio Performance XML format with support for both English and German languages, including detailed transaction type mappings and explanations.

Monefit German Deposit and Withdrawal Support

Enhanced Monefit German normalization strategy to support 'Einzahlungen' and 'Abhebungen' transaction types for more comprehensive German transaction handling.

Crowdestor Cashback Bonus Support

Added normalization for cashback bonus transactions in Crowdestor platform with comprehensive test coverage.

Enhanced Shared Portfolio Data Visualization

Added new financial components to shared portfolio pages for improved data visualization and insights.

Sign-Up Teaser Layout Improvements

Refined layout and spacing in the SignUpTeaser component for better visual presentation.

DataTable Layout Refinements

Adjusted layout and spacing in the DataTable component for improved readability and user experience.

Income Charts Financial Breakdown Enhancement

Enhanced income charts with detailed financial breakdowns to provide more comprehensive portfolio insights.

Platform Type Reference Optimization

Updated balance evolution chart components to use platform ID references for better consistency and performance.

Global Balance Distribution Reorganization

Added GlobalBalanceDistributionOverview component to Statistics page.

Viainvest Referral Bonus Support

Added handling for referral bonus transactions in Viainvest legacy normalization strategy.

Ventus Founder's Reward Transactions

Enhanced Ventus normalization strategy to support Founder's Reward transactions.

Monefit Enhanced Transaction Support

Improved Monefit normalization strategies to handle 'Funds added' and 'Withdrawals' transactions across all language variants.

Asterra and Devon Inviter Bonuses

Added normalization support for inviter bonus transactions in both Asterra and Devon platforms.

Inrento Transaction Type Expansion

Enhanced Inrento normalization strategy with support for additional transaction types.

Indemo Manual Addition Transactions

Added support for 'Manual Addition' transactions in Indemo platform normalization.

Nectaro Transaction Enhancements

Enhanced Nectaro normalization strategy to support new transaction types for improved data coverage.

Maclear Loss Transaction Support

Added normalization for loss transactions in Maclear platform.

Iuvo Transaction Type Expansion

Enhanced Iuvo normalization strategy to handle additional transaction types with comprehensive test coverage.

Afranga Advanced Transaction Support

Enhanced Afranga normalization strategy with support for additional transaction types.

Profitus Bonus Reward Transactions

Added normalization support for Bonus reward transactions in Profitus platform.

Improved Data Presentation Components

Enhanced data presentation with improved DataTable component for better interaction and user experience across the platform.

Monefit Bonus Investment Transactions

Enhanced Monefit normalization strategy to include investment transactions for bonuses, providing more accurate transaction categorization and comprehensive test coverage.

Platform Balance Evolution Chart

Added comprehensive Platform Balance Evolution Chart component that visualizes the monthly evolution of total balances across all platforms, providing insights into portfolio growth trends over time with enhanced internationalization support.

Financial Summary Display Improvements

Enhanced FinancialSummaryDisplay component with standardized number formatting for currency values and improved layout responsiveness for better financial data presentation across different screen sizes.

Component Architecture Refinements

Streamlined multiple components including balance overview charts, platform utilities, and XIRR components with improved code organization, better reusability, and enhanced formatting consistency.

Enhanced Financial Calculation Utilities

Added comprehensive financial calculation utilities for net deposits, income, expenses, and net income calculations, providing better financial analytics capabilities.

Chart Component Optimizations

Improved chart data processing, tooltip formatting, and percentage calculations across portfolio performance and balance overview components for better user experience and data clarity.

Monefit German Monthly Income Support

Enhanced MonefitDeNormalizationStrategy to correctly handle 'monatliche Einnahmen' transactions by splitting them into both interest and investment types for more accurate categorization.

Mintos Bond Investment Principal Repayments

Added support for Bond investment principal repayment normalization in both Mintos and Mintos DE strategies, improving transaction classification accuracy.

Component Architecture Improvements

Streamlined balance overview and chart components by removing unused functionality, consolidating data processing, and improving percentage calculations for better consistency and performance.

Enhanced Chart Tooltip Formatting

Refined tooltip formatting across all chart components with structured layout and consistent financial metrics presentation, improving user experience and data visualization clarity.

Generic Strategy Negative Values Support

Enhanced GenericNormalizationStrategy to handle negative amounts for corrections and reversals, providing greater flexibility for transaction adjustments with comprehensive test coverage.

Manual Timeseries Form Flexibility

Simplified manual timeseries form by removing minimum value constraints and improving number field handling, enabling more flexible data entry including negative values for corrections.

UI Component Hydration Fixes

Fixed hydration warnings in CommandPaletteTrigger component and improved rendering consistency for better server-side rendering compatibility.

Generic Import Template Negative Values Support

Enhanced Generic Import Template to support negative values for transaction corrections and reversals, providing greater flexibility for manual data adjustments and error corrections.

Manual Timeseries Form Enhancements

Enhanced manual timeseries form to allow negative values for import corrections, enabling users to adjust and correct previously imported data entries.

Income Bughunt Bonus Support

Added normalization support for bughunt bonus transactions in Income platform, expanding transaction type coverage.

Platform Interface Optimization

Removed redundant timeseries property from Platform interface across multiple components for cleaner architecture and improved performance.

Database Connection Pool Optimization

Adjusted database connection pool size for enhanced performance and better resource management in high-load scenarios.

Enhanced Data Table Filtering

Improved fuzzy filter logic and disabled global filtering for specific columns in platform and user data tables for better search performance.

Multilingual Support Expansion

Added comprehensive German translations for SharedPortfolio and Statistics pages, ensuring consistent multilingual experience across the platform.

Enhanced Error Page Navigation

Added dedicated error page translations and improved NotFound component handling for better user guidance when accessing non-existent portfolios or platforms.

Authentication System Optimization

Optimized user data retrieval across protected layouts and components, improving authentication flow and data consistency throughout the application.

Data Fetching Performance Improvements

Enhanced component performance through Promise.all optimization, parallel data fetching, and streamlined component data retrieval patterns.

Database Connection Pool Implementation

Replaced PostgreSQL client with connection pool architecture for improved database performance and better resource management across the application.

Timeseries Processing Enhancements

Enhanced monthly timeseries data processing with improved sorting algorithms and optimized query functions with detailed documentation for better maintainability.

Component Architecture Improvements

Streamlined formatting functions across components for consistency and enhanced SupportedPlatformGrid component for improved platform display and better empty state handling.

Documentation Cleanup

Removed outdated documentation and strategy guide files to maintain clean and current project documentation.

Manual Timeseries Entry Management

Added comprehensive manual timeseries entry functionality allowing users to input, edit, and delete custom financial data entries directly from platform pages.

Enhanced Data Clearing Dialogs

Improved user experience with new confirmation dialogs for clearing imported and manual entries, providing better data management controls with clear messaging.

Timeseries Processing Improvements

Enhanced timeseries generation and aggregation logic with better performance optimizations, gap filling functionality, and improved data processing across all platform integrations.

Robocash Secondary Market Investments

Added normalization support for 'Invest to loan from secondary market' transactions in Robocash platform.

Password Visibility Toggle

Added view password button to sign-in and sign-up forms with eye icon toggle for improved user experience.

Generic Import Template Section

Added a new Generic Import Template section to import pages providing standardized format for users to import transaction data from unsupported P2P platforms or supplement existing imports with detailed instructions and usage tips.

Enhanced Iuvo Transaction Support

Enhanced Iuvo normalization strategy with additional transaction types for more comprehensive data processing.

Indemo Friend Referral Bonuses

Added normalization for BONUS FRIEND - REFERRAL transactions in Indemo platform.

Secondary Market Transaction Classification

Improved financial accuracy by reclassifying secondary market discounts and premiums from fees to interest across multiple platform strategies. This change provides more accurate interest calculations and better separates trading gains from actual fees.

New Platform: Iuvo

Added Iuvo normalization strategy with comprehensive test coverage for transaction processing.

Platform Logo Background Support

Enhanced platform grid and site platform interfaces with optional logo background color support for better visual consistency.

Quanloop Payment Description Support

Enhanced Quanloop normalization strategy to support payment description transactions.

Crowdestor FLEX Refund Transactions

Added normalization for FLEX Refund transactions in Crowdestor platform.

Enhanced Indemo Transaction Support

Enhanced Indemo normalization strategy to support new transaction types for improved data coverage.

CSV Parser Header Detection Optimization

Updated header row detection in CSV parser to limit rows processed for better performance.

Ventus Early Exit Transactions

Added normalization for Early exit transactions in Ventus platform.

EstateGuru Bonus Withdrawals

Added normalization for Bonus Withdraw transactions in EstateGuru platform.

Global Components Caching Strategy

Improved caching strategy by removing cacheTag usage in global components for better performance.

Mintos DE Bond Coupon Repayments

Added normalization for bond coupon repayment transactions in Mintos German platform.

Nectaro Correction Out Transactions

Enhanced Nectaro normalization strategy to handle CORRECTION_OUT transactions.

Twino Advanced Transaction Types

Enhanced Twino normalization strategy to handle LOSS_ON_WRITEOFF, RECOVERY, and ACCRUED_INTEREST transactions.

Viainvest Tax Correction Support

Enhanced Viainvest normalization strategy to handle Correction of Withholding Tax transactions.

Income Cancelled Bonus Transactions

Added normalization for cancelled bonus collected transactions in Income platform.

Mintos Default Interest Received

Added normalization for Default interest received transactions in Mintos platform.

Inrento Deposit and Withdrawal Support

Added normalization for Deposit and Withdrawal transactions in Inrento platform.

Swaper Unsettled Principal Transactions

Added normalization for UNSETTLED_PRINCIPAL transactions in Swaper platform.

Swaper Transaction Enhancements

Added normalization for PENALTY and UNSETTLED transactions in Swaper platform.

Bondster Secondary Market Fees

Added normalization for secondary market fee transactions in Bondster.

Viainvest Correction Support

Enhanced Viainvest normalization strategy to handle Correction transactions.

Refer-a-Friend Contest Awards

Added normalization for refer-a-friend contest award transactions.

Monefit German Bonus Support

Added handling for 'Boni' transactions in Monefit German normalization strategy.

Default Loss Financial Summary

Added defaultLoss handling in financial summary and monthly income matrix for better loss tracking.

EstateGuru Written Off Support

Added normalization for Written Off transactions in EstateGuru platform.

Enhanced Maclear Sell Transactions

Enhanced Maclear normalization strategy to support sell transactions for more comprehensive transaction handling.

Debitum Signup Bonuses

Added normalization support for SIGNUP_CASHBACK_BONUS and SIGNUP_CASHBACK_BONUS_TAX transactions in Debitum.

Monefit Bonuses Support

Added support for 'Bonuses' transaction type in Monefit normalization strategy.

Changelog RSS Feed

Added RSS feed support for changelog pages to keep users updated with the latest changes.

Site Navigation Improvements

Updated changelog links to use dynamic site context for better navigation experience.

New Platform: Quanloop

Added Quanloop normalization strategy with comprehensive test coverage for transaction processing.

New Platform: Bondster

Added Bondster normalization strategy with support for various transaction types and comprehensive testing.

Enhanced Bondster Support

Enhanced Bondster normalization strategy to support additional transaction types for better data coverage.

Enhanced Inrento Card Deposits

Enhanced Inrento normalization strategy to handle Card deposit transactions with and without fees.

Strategy Code Cleanup

Removed redundant canHandle logic from multiple normalization strategies for improved code maintainability.

Strategy Creation Documentation

Updated create-strategy documentation to include logo addition and header detection adjustments.

Enhanced Maclear Support

Added normalization for referral reward transactions in Maclear platform.

Twino Transaction Types

Added support for REPAYMENT and RECOVERY transaction types in Twino.

CrowdPear Withdrawal Refunds

Added normalization for WITHDRAWAL_REFUND transactions in CrowdPear.

Nectaro Smart Reinvestment

Added support for SMART_REINVEST_PRINCIPAL transactions in Nectaro.

Strategy Creation Template

Added create-strategy command template for normalization strategies.

Enhanced Loanch Support

Added new normalization strategy with comprehensive unit tests for Loanch platform.

Income Exit Bonuses

Added normalization for exit bonus transactions in Income platform.

Crowdestor New Transaction Types

Enhanced Crowdestor normalization strategy with additional transaction types.

Mintos DE Improvements

Expanded German Mintos normalization with additional transaction types for better coverage.

Mintos German Transaction Support

Added normalization for "Erhaltene Tilgung aus Rückkauf kleiner Kreditteile" and other German transaction types.

Code Cleanup

Removed unused English transaction type tests and cleaned up normalization strategies.

Platform Search & View Toggle

Implemented fuzzy search filtering and platform view mode toggle with data table for better platform navigation.

New Platform: Investly

Added Investly normalization strategy with logo and platform configuration.

Robocash & Crowdestor Updates

Enhanced normalization strategies for referral bonuses and additional transaction types.

Inrento Secondary Market

Added normalization for "Bought on Secondary Market - Grand sale" transactions.

Security Section Added

Added comprehensive Security section to the website with detailed data protection information.

New Platform: Crowdestor

Added complete Crowdestor normalization strategy with logo background support.

Multi-Platform Enhancements

Enhanced Robocash, Mintos DE, Ventus, InSoil, and Bondora strategies with new transaction types.

Global Metrics Overview

Added Global Metrics Overview component with translations.

Twino Asset Value Tracking

Enhanced Twino strategy to normalize asset value transactions.

Cashflow Balance Adjustments

Updated cashflow generation logic to handle balance adjustments properly.

Mobile Sidebar Improvement

Added automatic sidebar closing on pathname changes for better mobile experience.

Platform Update Notifications

Added platform update warning and importer update notification system.

Generic Platform Support

Added Generic platform with logo and normalization strategy for standard transaction data.

Enhanced Platform Support

Enhanced Twino, Indemo, Income, Mintos DE, InSoil, Lande, Swaper, and CrowdPear with additional transaction types.

Indemo Wallet Termination

Updated Indemo strategy to handle wallet termination as principal repayment.

Multi-Platform Enhancements

Enhanced Robocash, Viainvest Old, Twino, Lande, Debitum, and EstateGuru with new transaction types and tax handling.

XIRR Override Functionality

Added XIRR override functionality to projection controls.

Viainvest Legacy Support

Added ViainvestOldNormalizationStrategy for legacy transaction formats.

Authentication Form Improvements

Enhanced sign-in and sign-up form validation and user experience.

Strategy Guidelines Updated

Updated CLAUDE.md with new guidelines for handling transaction types.

Swaper Logo Addition

Added Swaper logo to platform configuration with improved ordering.

Enhanced Platform Support

Enhanced Mintos DE, Afranga, Twino, and Swaper normalization strategies with new transaction types.

Afranga Legacy Support

Added AfrangaOldNormalizationStrategy for legacy record handling.

Smart Import Modes

Integrated smart import modes with overwrite and merge options, including updated UI and documentation.

XIRR Calculation Improvements

Enhanced XIRR calculation with maxIterations parameter and conversion utility.

Documentation Updates

Enhanced README.md and CLAUDE.md with new features and improved command documentation.

Major UI Components

Added PlatformTitleSection, MonthlyIncomeMatrix, PlatformBalanceTable, and PlatformXirr components with translations.

Comprehensive Platform Updates

Enhanced normalization strategies for Maclear, Modena, CrowdPear, Robocash, Twino, Indemo, Peerberry, Monefit, Ventus, InSoil, Lande, Mintos, EstateGuru, Afranga, and Income platforms.

Account Management

Implemented account deletion feature with confirmation form and email validation.

Currency Formatting

Enhanced currency formatting in charts with consistent decimal places and EUR formatting.