Release Notes

What’s new with Flow Allocator?

Version 1.12

Released August 2022

Flow Allocator is now open source. All ‘Investor’ features that were formerly an in-app purchase are now available to all users.

Released June 2022

Introductory offer: FREE six-month trial providing full access to ‘Investor’ features

Released April 2022

Integrated new open source SwiftTabler component, fixing various table issues
Integrated new open source SwiftDetailer component, fixing various detail issues
Various improvements and fixes

Released February 2022

Various table improvements for reliability and scalability
Sort model tables by clicking on header column (ascending-only for now)
Accented color background when hovering over table row
Better handling of foreign key invalidation on deletion of strategy, assets, and trackers
Fix where InfoBanner messages are now document-specific
Fix for foreground color in selected model rows in Light mode
Fix to reduce jumping ‘Basic’/’Investor’ badge on sidebar (under Monterey)
Partial fix for rebalance cell height (due to a framework behavior change in Monterey)

Released January 2022

Updated with recent brokerage import improvements in FINporter, reducing ‘rejected rows’
Improved detail forms for data model, including validation and layout
Restored Context Help buttons (and other help fixes)
Can now copy Info Banner entries to clipboard (via right-click ‘Copy’)
Fix for Sidebar when toggling tradeability of accounts in data model
Partial fix for table cell height (due to a framework behavior change in Monterey)

Released April 2023

Released January 2022

Link with popup to conveniently review ‘rejected row(s)’ from import, available in ‘Info Message Banner’ box.
Documentation now web-based

Released December 2021

Gentle gradients in some UI elements. (e.g., rebalance bubbles)
In Asset Detail, color code selection now displays the color being picked.
Similarly, in Asset Table, the color code column is now colorized.
Warning to ensure that all securities held are priced and have asset class assignments.
Better validation for strategy grid; bugfix to refresh context when normalizing allocation to 100%.
Fix for properly saving rebalance tab.
Refactoring to support newly-published open source libraries.

Released November 2021

Completed internal code-reorganization changes for development of new Flow Worth app.
FINporter fix to support non-“All-Account” exports from Schwab.
Defensive changes which may address the CPU issues that one user has reported.
Restructured documentation to better integrate with website and the new Flow Worth app.
Removed context help buttons, at least temporarily, due to limitations of legacy help system with new documention organization.
Account holdings summary displays even if no active strategy selected.
Various changes and fixes. Please report anything I might have inadvertently broken.

Released October 2021

Support for brokerage exports from Schwab (As with any new feature, examine the imported data carefully!)
“Share Count” now on holdings summary. Per ticker.
Bugfix where Strategy Detail “Title” wasn’t loading/saving properly.
Bugfix with Allocation table when import didn’t quite add up to 1.0. Now better normalize button to adjust to 1.0.
Securities created/updated from fido/chuck imports now have their “Updated At” set to export date.
‘Investor’ change: The third queue of optimize results (“Results C”) now defaults to “Sales Volume” as its first key; it can be reconfigured by the user.
Shortcut for strategy changed to Control-Command-Return so that it’s consistent with other sidebar selections.
Unified key for Inspector (Option-Command-0), for both Strategy and Accounts.
Escape key can now be used to easily dismiss info banner (yay!).
New “Transaction” table has replaced the “History” table, notably with an “Action” field to indicate the transaction type.
In data model tables, a “Detail…” has been added to the context menu for each row.
Many other minor changes and fixes. Please report anything I might have inadvertently broken.