Release Notes

What’s new with Flow Worth?

Version 1.10

Released April 2023

Released September 2022

Replaced “Δ% (Annualized)” with “Δ% (CAGR)” with new Compound Annual Growth Rate calculation for period.

Released August 2022

Flow Worth 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, builder, and summary 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)

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 January 2022

New strategies chart and table, to conveniently track strategy delta/performance over time.
New chart Legend, with control via toolbar, menu, and shortcut key (⌘G).
Link with popup to conveniently review ‘rejected row(s)’ from import, available in ‘Info Message Banner’ box.
Documentation now web-based, hosted at https://open-portfolio.github.io/flow/worth

Released December 2021

Bugfix for chart scaling, where in isolated cases there was not enough range allowed for net account value.
Charts now feature mild gradients!
Chart Display now renamed to Chart Extent, and now has option to display negative values only.
Chart selection for Asset/Account now separate from Color/Mono selection.
In Asset Detail, color code selection now displays the color being picked.
Similarly, in Asset Table, the color code column is now colorized.
Bugfix for forecast line projection, where in some cases it extended below bottom of chart.
Refactoring to support newly-published open source libraries.

Released Mid November 2021

Support for liabilities (i.e., holdings with a negative value), such as a home mortgage, student loan, etc. As with other holdings, they are rolled up by asset class into positions.
Returns Chart: where you have liabilities you can toggle the “Chart Display” view via menu, toolbar, and keyboard shortcut to show only net “Positive” assets or both net “Positive & Negative” assets.
Forecast Chart - fixed for situations where it was producing a crooked linear regression line (due to a resampling bug)
Various changes and fixes. Please report anything I might have inadvertently broken.

Released Early November 2021