Projected Income Stacked Bar Chart

Clarity on where your dividend income actually comes from.

• You can now view projected dividend income as a stacked bar chart.
• Each month clearly shows which positions contribute to your total income.
• This makes it easier to spot concentration, seasonality, and dependency on specific assets.

If dividend income is part of your strategy, this gives you a much clearer picture.

Net Worth Before and After Capital Gains Taxes

A more realistic view of your wealth.

• You can now add an optional capital gains tax rate to any position.
• With a simple toggle, you can switch between net worth before taxes and net worth after taxes.
• This helps you understand what your portfolio would actually be worth if all positions were liquidated.

Especially useful if you actively rebalance or plan partial exits.

AI Advisor Improvements

Smarter, more capable, and more flexible.

• Upgraded to a new AI model with improved reasoning and structured analysis.
• The AI position import now supports spreadsheets (CSV, TSV, XLSX, Excel formats), in addition to images and PDFs.
• The AI Advisor chat now supports file uploads directly inside the conversation (images and PDFs for now).

This moves the Advisor closer to becoming a true portfolio copilot.

🇺🇳 Localized Number Inputs

Small detail, big usability improvement.

• Number inputs now automatically adapt to your regional format.
• Proper grouping and decimal separators are applied as you type.

Manual data entry is now smoother and safer.

Ticker Symbol Health Monitoring

Market data isn’t always reliable. Now Foliofox actively watches for issues.

• Foliofox now continuously checks the health of the ticker symbols you own, based on how fresh and reliable the price data is.
• If a symbol stops updating, becomes stale, or shows anomalies, the issue is surfaced directly to you as a warning.
• This can happen for several reasons: halted trading, data provider issues, or most commonly: ticker symbol renames.

When an issue is detected:

• You can now change the ticker symbol of a position while keeping your full history and net worth intact.

This is an important step toward making Foliofox a resilient tool.

Extended Net Worth Chart Timeframes

More history, more perspective.

• You can now explore your net worth across longer timeframes, making it easier to focus on trends instead of short-term noise.
• Performance has been improved at the same time, so charts stay fast even as your data grows.

This builds on daily net worth tracking and prepares the ground for more advanced analysis.

Full Localization (Numbers, Dates, Currencies)

Foliofox now adapts to how you read numbers.

• Numbers, currencies, and dates are now fully localized based on your region.
• No more odd separators or mixed formats.

Language support will come later, this update lays the foundation.

Portfolio Records with Advanced Sorting and Filtering

Your Portfolio Records finally got the space they deserve.

• We introduced a dedicated Records page with full sorting and filtering.
• You can slice your history by type, date, and other attributes.
• This makes audits, backfills, and cleanup much easier.

If you actively and manually manage your data, this one’s a big upgrade.

Scenario Planning (Beta)

This month we shipped the first version of Scenario Planning.

• You can now explore “what if” scenarios based on your current net worth and contributions.
• It’s an early beta, but it already lets you reason about different financial paths instead of just tracking the past.

There’s a lot more coming here: better assumptions, configurable average yields, and more realistic long-term projections. This feature is very much in progress, and your feedback will directly shape it.

This feature was made possible thanks to @effe-megna's continuous contribution.

Bulk Records Import

Import is no longer limited to positions. You can now bulk import your records.

• Import multiple records at once. This makes it much faster to backfill your net worth history or migrate from spreadsheets.
• Improved feedback during import, making it clearer what was added and what failed, instead of silently skipping records.

Kudos to @gionn for his help in releasing this feature and supporting Foliofox's Developer Experience.

AI Advisor Improvements

The AI advisor continues to mature behind the scenes.

• Improved internal tooling and structure allow the advisor to reason more consistently about your portfolio and history.
• Responses are more reliable, and this lays the groundwork for much deeper analysis in the future.

We’re working every day to make the AI advisor better.

💶 More Robust Exchange Rates

We added better fallbacks for exchange rates, making valuations more resilient when data providers fail or lag. This improves accuracy, especially for users with international portfolios.

In December we also added support for a new currency: AED. You are now able to add securities listed in the Abu Dhabi and Dubai exchanges.

Feel free to reply to this email if your currency and/or a security you are looking for is not listed on Foliofox.

Daily Net Worth Tracking

A complete upgrade of how Foliofox tracks your net worth.

• Your chart now uses daily data points instead of weekly snapshots.
• This gives you way more accurate history, especially if your assets change often.
• The chart loads much faster thanks to a backend + caching optimization.

Shareable Portfolio Links (Public Sharing)

Stop taking screenshots or photos of your screen (iykyk). Share your portfolio the clean way.

• You can now enable public sharing directly from your dashboard.
• Foliofox generates a unique link with an expiration date, perfect for Reddit posts, forums, or showing a friend.
• You can edit the expiration, disable the link, or even customize your link name (first come, first served).
• No personal info is included.

A Smarter AI Advisor

The AI advisor now knows you better.

• There’s a new Financial Profile section in your menu where you can add context about your income, goals, experience, and risk tolerance.
• The AI Advisor uses this to give you far more personalized guidance.
• You’ll also see exactly which tools the AI uses to analyze your portfolio and history.

We are working on making the AI advisor better everyday.

🐳 Docker Support

For the more technical crowd: Foliofox now has full Docker support.

If you want to self-host Foliofox, spin it up locally, or run it on your own server, you can now do it with a single Docker setup.