v3.25
Added Events & Transactions Calendar to track payouts, dividends, coupons, and advisor tasks
Enhanced AI Assistant for chat-based portfolio structure, performance, and transaction analysis
Launched Opportunities section featuring portfolio consultations and planning services from partners
Implemented Interactive Brokers Activity Statement (.csv) import for historical multi-year data
Expanded support for all cryptocurrencies listed on Binance
v3.24
Implemented custom tickers for tracking and re-estimating custom assets
Enhanced rebalancing tool capabilities
Expanded support for cryptocurrencies from Binance
Implemented dark mode for the web platform
Added support for decimal values in target allocation
Updated the heatmap chart for better analysis
Added persistent table sorting preferences
Fixed minor bugs and improved overall stability
v3.23
Added multi-currency support for custom assets
Enabled bulk transaction cancellation
Added JPY currency support
Expanded OTC ticker coverage (thousands of new instruments)
Added biometric login to FIREkit Mobile
v3.22
Added comments to financial advisor tasks and improved UX
Updated price and balance change animations
Enabled editing of ticker and currency in transactions
Removed transaction sequence restrictions
Updated the top 100 cryptocurrencies
Technical improvements and bug fixes
v3.21
New AI Assistant to create assets
Quick portfolio setup for new users
View each asset's allocation % in the portfolio (new column in the Assets table)
Crypto details are shown when adding a new ticker
Updated legal documents
v3.20
Support government US and Ukraine bonds.
v3.19
You can now rebalance your stock and crypto portfolios (see new Rebalance section in Analytics).
Asset details now show each ticker's share.
It's now easier to add purchase and sale transactions.
Improved Plaid connectivity across multiple areas.
v3.18
Improved tickers search and selection experience when recording transactions with stocks and ETFs
Added last updated price info for tickers in holdings
New profitability columns are available for the holdings table in Assets: TWR, XIRR, Expected, Unrealized, Realized, Today's Gain
Added support for the following Stock Exchanges: MTA, OMX, and XBER
Added percentage display for the tag allocation chart in the portfolio
Multiple improvements for Plaid connectivity
v3.17
Added liabilities to the lifetime financial planner
Added one-time import from financial institutions for users without a subscription
Redesigned the experience for broker connections
Improved reconnection flow for expired financial institution credentials
Added ability to show/hide columns in the holdings table
v3.16
New Lifetime Financial Planner (beta)
Autofilling additional information when creating an asset
Updated top 100 cryptocurrencies by capitalization
Improved experience for new FIREkit users when creating an asset
Updated the content of the prompt to the AI chatbot regarding portfolio and assets
Expanded the selection of time periods on capital dynamics charts (3 and 4 years)
Resolved some nuances regarding integrations with brokers to improve the user experience
v3.15
Sorting tickers in holdings
Portfolio structure for AI chatbots: share selected assets to ChatGPT, Gemini, Claude, etc., and ask anything
Enhanced import: add to existing assets, smart ticker recognition, and clear error messages.
TWR calculation for the entire portfolio
Support for Canadian exchanges: TSXV, TSX, NEO, CSE
Update of the top 100 cryptocurrencies
New pricing plan for users with financial advisors
v3.14
Added asset import functionality via .xlsx template
Improved the accuracy of annualized (XIRR) and total return (TWR) calculations
Updated Overall portfolio distribution charts in Analytics
Added Apple login as an authentication option
Enhanced user experience with tooltips and dropdowns
Fixed minor issues in Forecasting
Initiated alpha testing of brokers integration via Plaid
v3.13
Added new general and expected portfolio allocation interactive charts
Add two new asset classes (Tangible and Intangible)
Added Xetra and Munich stock exchanges
Updated cryptocurrencies list to include the top 100 by market cap
Added an external link field for every client at the Advisor Portal
Updated customer feedback tool
Created a landing page for the Advisor Portal to highlight the benefits of cooperation with FIREkit
v3.12
Ability to record the purchase of tickers and crypto-coins with any currency
Transfer the profit from one asset to another immediately at the time of recording the profit
Improved profitability dashboard including unrealized P&L into key metrics
Simplified the process of Asset Deletion
FIREkit Premium subscription is available through Google Pay or Apple Pay
Added benchmarks for comparing the dynamics of your capital growth
Improved hidden mode through an easy click on any numeric value
Ability to star your favorite charts in Analytics so they appear in the Favorites tab
Multi-currency support for dividend charts with base currency conversion
Updated Summary panel in Transactions
v3.11
Historical data for asset prices on Dynamics charts: Capitalization, Operations, and Dynamics of assets proportions
New Portfolio Scorecard chart on the Allocation tab
Multicurrency balance for market assets
New asset class: Venture Capital (VC)
Today's change in % available in Assets table
Date and time support for transactions
FIREkit is now available for free for educational purposes
Updated our Security document
v3.10
Today's gain indicator in details of every market asset and every ticker
Added new asset classes: "Private debt" and "Precious Metals"
New chart: Assets structure by tags
New chart: Dividends projection
New option for Portfolio heatmap: "All time"
White-label for financial advisors
Extended capabilities for the administrator of the company of financial advisors
Saving filters for analytics in the user's session
v3.9
Simplified process of purchasing assets when you have insufficient balance
Ability to grant editing access to the portfolio to your financial advisor
A new indicator of today's changes in the portfolio
Updated top 50 cryptocurrencies by capitalization
The forecasting module is now available to the public
v3.8.1
Holiday discount for Premium plan with FIRE2024 promo code
New field: Due Date
Transaction fees
v3.8
Tags for assets and analytics
New analytics sections
Promo codes support for the premium subscription
SIX Swiss Exchange support
Updated exchange rates server (4 times faster)
Quick data removal for your portfolio
Landing page updates
v3.7
Premium plan with extended features
New chart: Stocks and crypto heatmap
New chart: Dividends
Time ranges for charts in analytics
Target allocation of stocks/ETFs and crypto in the portfolio
Transaction history button for each asset
Portfolio actions history
Dynamics of asset proportions by different indicators
Asset map by different indicators
v3.6
Added support for ISE and Euronext exchanges
Expanded support for all currencies as base currency
Introduced the ability for financial advisors to modify client's asset allocation
Transitioned from Patreon to Buy Me a Coffee
v3.5
Added tasks for financial advisors and clients
Added support for CBOE Chicago exchange
Added support for clickable links in notes
v3.4
Added support for asset regional exposure
Redesigned and simplified charts in Analytics
Extended functionality for financial advisors
v3.3
Added support for financial advisories
Updated application bar and header
Extended a list of cryptocurrencies to top-50
Updates Terms of Use
Bugfixes and improvements
v3.2
Added support for the London Stock Exchange (LSE) with USD-denominated tickers
Bug fixes and improvements
v3.1
A new chart with the allocation of cryptocurrencies in the portfolio
A new chart showing the allocation of all stocks and ETFs in your portfolio
Bugfixes and improvements
V3.0
Support of stocks and ETFs (NYSE and NASDAQ)
New landing page design
New profitability widgets design
Profitability calculation based on TWR
Security improvements
UX improvements