Version 1.3
New Features
Full-Text Search
Search across all help pages and learning course lessons from a single search bar. Results show highlighted snippets, and clicking a course result opens it directly in the Learning Course window. Recent searches are saved for quick re-access.
Transaction List Pagination
Paginate long transaction lists with configurable page sizes (25, 50, 100, 200, or 500). A new “Show” menu lets you choose how many transactions to display per page.
Bulk Document Deletion by Date
Delete old documents in bulk by choosing a cutoff date and document type. A live preview shows exactly how many documents will be removed before you confirm.
Smarter Superficial Loss Detection
Income events like staking rewards, mining income, airdrops, and DRIPs are now counted as acquisitions in the CRA’s 61-day superficial loss window. The analysis popover shows these income acquisitions alongside regular purchases.
Superficial Loss Caching
Superficial loss analysis now loads instantly when you click an SL badge, thanks to per-security caching that pre-warms results in the background.
Distribution Import Validation
Per-unit fields in the CDS distribution import now validate input in real time, showing a red border and error message when non-numeric values are entered.
Income Summary Enhancements
The transaction view now shows a total income figure across all years when no specific year is selected, alongside your capital gains summary.
Substitution Group Editing
Your editing state is now preserved when switching between substitution groups in the identical properties panel.
Improvements
Reliable File Access
Exports and backups now work more reliably across sandboxed and non-sandboxed environments, with smarter handling of folder permissions.
Precise Crypto Pricing
Crypto asset prices are now parsed with higher precision to avoid floating-point rounding errors in cost base calculations.
Refined UI Labels and Icons
Several UI labels have been updated for clarity, including renaming “Regular Purchase” to “Market Purchase” and refreshing document type icons.
Cleaner Data on Deletion
Deleting a security, account, portfolio, or brokerage now properly cleans up all associated income events, crypto swaps, and document attachments.
Bug Fixes
Filter State Consistency
Fixed an issue where switching account or asset class filters could cause the selected security to briefly disappear or the dashboard to not refresh.
Income Event Recalculations
Fixed a bug where adding, updating, or deleting income events didn’t trigger recalculations in affiliated portfolios, potentially causing superficial loss detection to miss cross-portfolio acquisitions.
Negative Share Prevention
Fixed a scenario where exercising stock options could result in negative share counts. Shares sold are now capped at the available balance.
Under the Hood (5 changes)
- Updated legacy test methods to use modern throwing patterns
- Simplified security-account association logic
- Added test coverage for document archive trash and restore