Changelog

• Trade Ideas (/stocks/trade-ideas): New page surfacing daily broker BUY/SELL calls — entry/target/stop-loss levels, or technical levels for chart-based reports — sourced from broker channels. Browse today's reports or filter the full idea list by broker, strategy, type, symbol, and date. Each idea shows live PSX price progress toward its target/stop, pivot and support/resistance levels plotted on a shared price scale, and a "More Info" popup crediting the broker with a link to the source document. Same-symbol picks from different brokers merge into one splittable/collapsible card. Includes Today/7D/30D date presets, Open/Target Hit/Stop Hit/Missed status filters, and a broker performance metrics panel.
• Universal Cross-Asset Search & Comparison: The fund detail page's returns comparison and the Portfolio Analytics benchmark picker can now mix stocks, mutual funds, and benchmarks (indices/commodities/forex) in the same comparison, searched from one unified box grouped by type.
• Mutual Fund Holdings Evolution: Added a stock-evolution view mode with monthly percentage bars to the Top Holdings chart on fund detail pages, showing how a fund's top holdings have shifted over time.

• Notification Preferences for Everyone: Announcement notification preferences are no longer admin-only — rolled out to all users, with a prompt for signed-out visitors to enable notifications.
• Dividend Purification Net/Gross Toggle: Added a toggle to switch the purification breakdown between net and gross dividend amounts, plus scrollbar and date-sort polish on the Purification modal.
• Mobile Navigation: Refined mobile quick links and added an inflation calculator link to the markets menu.

• Mobile Form Keyboard Handling: Fixed numeric input and on-screen keyboard issues in mobile modals (dividend/bonus/payout and trade forms) — fields now keep focus and scroll position correctly when the keyboard opens or closes.

• Shariah Dividend Purification: A new "Dividend Purification" view on the Portfolio Dividends tab estimates how much of each stock dividend should be purified (donated), based on KMI Shariah screening data. Compliant holdings show their non-compliant-income share rolled into a total you can purify; dividends from non-compliant companies are called out separately, since the whole payout is impermissible rather than a partial share. Each entry shows the company's screening details with a link to the source PSX report, and you can filter by 1Y/3Y/All/custom date range and sort the list.
• Separate Alerts for Watchlist vs. Holdings: Company-announcement notifications are no longer one on/off switch. You can now enable them independently for stocks you hold and stocks you're just watching, each with their own category/sentiment/impact filters — both are on by default for new alerts.

• Notification Settings Revamp: The announcement-notification settings are now organized into tabs instead of one long list, and a new banner in the notifications inbox reminds you to turn on push notifications if they're off.
• Faster Watchlist Adding: The add-to-watchlist popover (for both stocks and funds) now has a search box, so you can find what you're adding without scrolling a long list.
• Sparkline Trend Window: The holdings sparkline can now switch between 7D/14D/30D windows instead of a fixed 30 days.
• Today's Announcements Highlighted: Announcements published today are now visually called out in the announcement feed and on stock detail pages' Announcements tab.
• Mobile Upcoming Meetings: Fixed the Upcoming Meetings button wrapping awkwardly on mobile.
• More Timely Dividend Notifications: Pending dividend announcement notifications now get an extra delivery pass in the evening, and a fix prevents already-seen announcements from re-notifying you.

• Stock Watchlist: You can now watchlist individual stocks, not just mutual funds. Star a stock from the screener or its detail page to save it, then manage your saved stocks from a dedicated tab on the Watchlist page alongside your fund watchlists.
• Watchlist Announcement Notifications: Notification settings now let you opt in separately for stocks you watch, so you can get AI-summarized company announcement alerts for stocks you're tracking even if you don't hold them yet.
• Holdings Sparklines: Added a compact price-history sparkline next to each holding on both desktop and mobile, so you can see recent price movement at a glance without opening the chart.
• Inflation-Adjusted Returns on Holding Charts: The chart on an individual holding's detail page can now toggle to inflation-adjusted ("real") returns, matching the option already available on the main portfolio chart.
• Public Feature Board: Added a link to FinHisaab's public Feature Board (vote on ideas or suggest your own) from the header, mobile menu, user menu, footer, and feedback dialog.

• Stock Detail Page Tabs: Switching tabs on a stock detail page no longer jumps you back to the top of the page.
• Mobile Navigation: The Stocks Leaderboard now has its own entry in the mobile menu instead of being tucked under MF Holdings, and stale "New" badges were cleared from the Screener and Upcoming Dividends links.

• Push Notifications: Browser/PWA push notifications are here, with holdings-based announcement notification preferences (AI-matched against what you actually own) configurable from Settings, plus dividend lifecycle, insider-activity, and Technicals-launch alerts. Notifications that arrive while a tab is open surface as an in-app toast synced to your theme.
• Stock Technicals Tab Charts: Added a full TradingView chart panel to the stock Technicals tab, preloaded with the same indicator set already shown numerically (moving averages, Bollinger, Ichimoku, RSI, MACD, stochastics, ADX/DMI, OBV, CMF, pivots), now unified into one toggleable chip system grouped by Moving Averages / Oscillators / Volatility / Volume & Trend. Charts now support real-time 15-minute intraday resolutions.
• Stock Leaderboard (/stocks/leaderboard): A dedicated stock leaderboard page mirroring the mutual funds leaderboard, with sector, market cap, multi-select, and Shariah filters, a configurable return-type comparison chart, and KSE100 as the default index.
• Sector FIPI/LIPI Investor Flows: Significantly expanded the sector-tab foreign/local investor flow breakdown, including exchange-rate context.
• Privacy Mode for Portfolio Holdings: New eye-icon toggle on the portfolio detail page masks all currency amounts (summary cards, chart, contributors panel, holdings list) behind "*****" while keeping percentages visible, so you can share screenshots without disclosing amounts. Persists per portfolio.
• Compact Mobile Holdings List: New compact-rows toggle for the mobile holdings list (List view) collapses each holding into a single-line row with a units@avg-price subtitle, plus a persisted Total P&L / Today's P&L switch for the compact figure.
• Notes on Price Alerts: Price alerts can now carry a note.
• Mobile Typography Preference: New font-size control in Portfolio Settings to adjust mobile text size app-wide.
• Stale NAV Warning: Fund detail pages now show a warning banner when a fund's latest NAV is more than 7 days old, flagging that performance data may be stale.
• Stocks Tab in Inflation Calculator CTA: The inflation calculator's investment CTA now toggles between Mutual Funds and Stocks, promoting the stocks screener and leaderboard alongside funds.
• Search in Stock Filters: Added free-text search to the stocks "add filters" popup.
• Shariah Status on Dividend/Bonus Cards: Upcoming dividend and bonus cards now show Shariah-compliance status.

• ETF Price Charts: Now labeled and adjusted as dividend-adjusted (previously bonus-adjusted), for more accurate historical comparisons.
• TER/FMR Tooltips: Clarified the TER tooltip and FMR discrepancy explanation copy.
• Upcoming Meetings: Added a dedicated mobile list view.

• Push Service Worker Registration: Fixed browser push service worker registration failing in some cases.
• Header & Dividends Page Theming: Fixed incorrect theme colors in the header and on the dividends page.
• Mobile Drawer Snap Point: Fixed the mobile drawer snapping to the wrong point in some flows.

• Insider Activity Tab: Stock detail pages now have an Insider Activity tab showing cross-filing insider and substantial-shareholder activity for that symbol, with a net buy/sell chart, per-person and per-role rollups with stake sparklines, and direction/nature-class filters — all URL-driven like the rest of the page.
• Upcoming Meetings on Announcements Hub: Added an "Upcoming Meetings" view built on structured board-meeting and corporate-briefing extraction, so scheduled company meetings now show up alongside regular announcements.
• Enterprise & API Access Pages: Launched new /enterprise and /api-access pages describing FinHisaab's enterprise and API offerings.
• Auto-Link "How It Works" Walkthrough: The Auto-Link banner's CTA now opens a step-by-step modal explaining the forwarding flow (address, connect, parse, review) along with privacy and limits notes.
• Portfolio Landing Page Refresh: Reworked the portfolio-tracker landing page with a new social-proof section (updated investor metrics), a returns section, and refreshed benchmark numbers.
• Editable Cash Transactions on Mobile: You can now edit cash transactions and cash fee transactions directly from the mobile transactions list.

• Announcement Feed: Moved the impact badge next to the timestamp in announcement feed rows for a cleaner scan.
• Footer Trust Signals: Added the SECP logo to the footer's registration disclosure and refreshed the legal info text.

• SIP Dates: Fixed an issue where SIP date calculations could overflow and skip a month.

• Lock Positions Out of Rebalancing: In Portfolio Planning, you can now lock one or more holdings (e.g. tax-restricted or otherwise untouchable positions) out of the rebalance calculations entirely. Locked holdings pin into a separate, collapsible section showing their real numbers, remaining targets automatically rescale to fill the freed-up allocation, and the Allocation Overview chart still reflects your true, full portfolio.
• Planning Table Sorting: Added sort controls to the Portfolio Planning table — sort by Symbol, Current %, Target %, Gap, Suggested Amount, Estimated Spend, or the projected post-contribution figures. Your sort choice is remembered per portfolio.

• Accurate Financial Result Period Labels: Announcement cards and the Financial Results breakdown now show the actual reported period (e.g. "Nine Months", "Half Year") instead of a generic "Quarter" or report-type label.

• Portfolio Creation Error Messages: Creating a portfolio with an invalid start date now shows the actual reason instead of a generic "invalid data" message.
• Broker Statement Same-Day Trade Ordering: Fixed statement imports where a same-day sell followed a buy of the same stock — sells are now settled in the correct order so cash and available-unit calculations (including any auto-deposit needed to cover a shortfall) come out accurate.

• MF Pick Tiers on Stock Detail Pages (Platinum, Gold, Silver, Bronze): Categorized mutual fund conviction tiers based on total funds holding the stock, styled with dynamic badge colors and icons directly in stock page headers:

  • Platinum Tier (80+ Funds): Elite top-market mutual fund conviction, styled with a cyan/platinum badge (💎 Platinum MF Pick).
  • Gold Tier (25–79 Funds): High institutional consensus and market conviction, styled with a gold badge (✨ Gold MF Pick).
  • Silver Tier (10–24 Funds): Moderate institutional participation, styled with a silver badge (🥈 Silver MF Pick).
  • Bronze Tier (1–9 Funds): Selective or emerging mutual fund positions, styled with a bronze badge (🥉 Bronze MF Pick).
  • Interactive Breakdown View: Tapping any badge opens a full breakdown view (responsive bottom drawer on mobile, extra-wide modal on desktop):

    • Summary Metrics: Total funds holding the stock, total invested PKR (in millions), number of AMCs holding it, and average portfolio weight.
    • Top Funds by Invested Amount: Ranked table/list of mutual funds with the largest invested amount in the stock, featuring Fund AUM, % portfolio weight, invested PKR, Shariah compliance badges, and external links opening fund details in new tabs.
    • AMC Breakdown: Asset Management Company breakdown showing fund count per AMC and total invested PKR.
    • Category Breakdown: Distribution across Equity, Hybrid, Debt, and Pension categories.
    • Tier Methodology Section: Included an explanatory breakdown card detailing tier calculation thresholds.
• Announcement Digest Sorting Options:

  • Added a sort dropdown control (High Impact First vs Newest First) on the Announcement Digest (available on the Announcements Hub Daily Digest tab and Homepage preview widget).
  • Allows sorting announcements either by recency or by impact/sentiment, persisting preference in browser local storage (finhisaab_announcement_digest_sort_preference).
• Shareable Announcement Detail Links:

  • Announcement detail modals on the PSX Announcements Hub can now be opened directly with ?id=<announcementId>.
  • Added a compact Share button in the announcement modal that copies a canonical link and shows inline copied feedback.
  • Shared links load the exact announcement even if it is not currently visible in the feed or digest list.
• Clickable Stock Links in Mutual Fund Holdings:

  • Stock symbols across Mutual Fund Holdings tables are now clickable external links opening directly to individual stock detail pages in new tabs.

• Responsive Mobile Drawer for MF Pick Modal: Converted the MfPickModal dialog into a responsive drawer layout (ResponsiveModal) on mobile devices, with compact high-density list views for Top Funds and AMC lists.
• Timeframe Selector Scrollbar Polish: Hidden horizontal scrollbars on non-hovered timeframe selector containers across stock performance charts (scrollbar-hover), matching app-wide hover scrollbar styling.

• Financial Results in Announcements: Announcements about quarterly/annual results now show a "Financial Results" section with headline figures right in the detail view, plus a Report badge on the card so you can spot results announcements at a glance.
• AI Disclaimer: Added a clear disclaimer on AI-generated announcement summaries, reminding you to cross-check the original document before making investment decisions.
• Shariah Badge on Top Stocks: The homepage Top Stocks leaderboard and announcement feed items now show a Shariah-compliance badge next to the stock symbol.
• Company Page Link in Announcements: Announcement detail view now links directly to the related company's stock page.
• Quick View/PDF Buttons: Added compact "View" and "PDF" icon buttons directly on feed rows, so you can open the source image or filing without opening the full detail view first.
• Stock Page Announcements Get AI Summaries: The Announcements tab on individual stock detail pages now shows the same AI summary and detail popup as the main Announcements Hub, plus a mobile card list view and horizontally-scrolling category tabs.
• Gmail Setup Video Guide: Replaced the static image in the Gmail auto-forwarding setup guide with a short looping video walkthrough for creating the required filter.

• Browse Feed as Default View: Opening the Announcements Hub now lands on the searchable Browse feed by default instead of the Daily Digest (Daily Digest is still one tap away).
• Cleaner spacing and alignment for action icons and "View details" on feed rows.

• Fixed the homepage "View all announcements" link sometimes not opening the Browse feed tab.
• Fixed the Daily Digest showing a blank day when today's announcements aren't published yet — it now automatically falls back to the latest available date and labels itself "Latest Market Digest".
• Fixed the sentiment tabs (Positive / Negative / Insider Activity) overflowing off-screen on mobile.
• Fixed some announcements missing their View/PDF links due to inconsistent image data.

• PSX Announcements Hub (/stocks/psx-announcements): A dedicated page for browsing company announcements across the whole stock market, with two views:

  • Daily Digest: Announcements for a single day, AI-grouped into Positive, Negative, and Notable Insider Activity, with a calendar and prev/next-day navigation to revisit past dates.
  • Browse All: A searchable, filterable feed of every announcement, with infinite "Load More" scrolling. Filter by category, news type, sector, index (KSE100/KMI30/etc.), Shariah compliance, stock symbol, free-text search, and a custom date range.
  • Every announcement shows an AI-written summary and "Key Takeaways" bullet points, plus sentiment (positive/negative/neutral) and impact (high/medium) badges, so you can scan what matters without opening the full filing.
  • Dedicated Insider Activity cards highlight insider share transactions with the total transaction value and number of trades.
  • Click any announcement to open a detail view with the full AI breakdown, insider trade details, and a link to the original company filing.
  • On mobile, announcements open in a swipeable bottom-drawer instead of a table, with a compact card list for insider trades.
• Homepage "Today's Market Digest": A widget on the homepage previewing today's most notable announcements, with a link through to the full Announcements Hub.

• Stock Page Announcements Tab: The Announcements tab on individual stock pages now shows the same AI summary, key takeaways, sentiment, and impact badges as the new Announcements Hub, and opens the same detailed view.
• Faster Digest Loading: The daily announcement digest now loads faster on repeat visits.
• Refined the announcement cards and detail view for mobile — wider modal on desktop, clearer close button, and scrollable insider tables.

• Removed the site-wide promotional top banner and the mutual fund dividend reminder banner from the portfolio page.

• Homepage Top Stocks Leaderboard: Added a live "Top Stocks" board on the homepage showing Most Active, Top Advancers, and Top Decliners for PSX-listed stocks in one place.

  • Switch between 1D, 3D, 7D, 14D, MTD, 1M, 3M, 6M, YTD, 1Y, 3Y, and 5Y periods to see movers over different timeframes.
  • Filter each board by index — All, KSE100, KMI30, PSXDIV20, or Shariah-compliant only.
  • Sort any board by Symbol, Price, Change, or Volume by tapping a column header.
  • An "Open Screener" button carries your selected period, sort, and filter straight into the full Stock Screener for deeper analysis.
  • On mobile, switch between the three boards with a compact tab bar instead of scrolling through all of them stacked.

• More Accurate Top Movers: The leaderboard now excludes stocks that haven't traded in a long time (e.g. suspended or highly illiquid names), so it no longer shows stale, years-old price moves as today's "top" gainers or losers.
• Live Intraday Leaderboard: The 1D board now updates using live market data during trading hours instead of waiting for the end-of-day close, so today's movers stay current throughout the session.

• Trade & Event Markers on Portfolio Charts:

  • Added markers (Buy, Sell, Dividend, Bonus, Payout, Cash flow) directly on the portfolio value chart and individual holding charts, so you can see exactly when a trade or other event happened alongside your value history.
  • Added a toggle to show/hide these markers, with your preference remembered per portfolio.
• Cash Transaction Editing: You can now edit existing deposit, withdrawal, and fee cash transactions in place (amount, date) instead of having to delete and re-add them, with clear inline errors if an edit would breach deposit limits or your available balance.
• Longer History for Asset Performance Comparison: The KSE100 / Gold / USD-PKR / Inflation comparison tool now supports 15Y, 20Y, 25Y, and 30Y lookback windows (previously capped at 10 years), so you can compare long-term, multi-decade performance.

• Smarter Search: Stock and mutual fund search now matches partial words in any order — e.g. searching "ameen stock" now correctly finds "Ameen Shariah Stock Fund".
• Mobile Usability:

  • Fixed sticky Index/Symbol/Company columns on the stock screener and sector peer comparison tables so they behave properly on mobile, freeing up space for data by hiding the company name on narrow screens.
  • Sector/exchange/index badges on stock detail pages now scroll horizontally on mobile instead of wrapping across multiple lines.
  • Portfolio chart mode tabs and action buttons now stay on the same row on mobile.
  • Portfolio page now preserves your scroll position when switching between tabs.

• Fixed the portfolio value chart briefly going blank when switching to it while trade/event markers were still loading.
• Fixed marker placement and positioning issues on the portfolio and holding charts.

• Sector Performance & Peer Comparison:

  • Added a dedicated Sector Performance Tab on stock pages to track sector-level returns and evaluate individual equity performance against sector indices.
  • Added a Sector Peers Table on stock detail pages for side-by-side comparative analysis of peer stocks within the same sector.
• Stock Screener Sticky Columns:

  • Pinned Index, Symbol, and Company Name columns on the stock screener table while scrolling horizontally, keeping stock identity visible across wide dataset views.
• Public & Anonymous Announcements:

  • Introduced unseen-count indicators and announcement badges for guest/unauthenticated users so first-time visitors receive key platform updates.

• Gmail Auto-Forwarder ("AutoLink") Access & Messaging:

  • Expanded Gmail auto-forwarding access across all user accounts by removing feature-flag restrictions.
  • Updated promotional cards to highlight AutoLink zero-manual-entry statement processing.
  • Dynamically hide promotional cards once an auto-forwarder connection is established.
• Navigation Consistency:

  • Aligned hover and click interaction behavior of the Education navbar menu with the Markets menu.

• Returns Comparison & Corporate Action Timing:

  • Sanitized isolated NAV data spikes in comparison charts to prevent visual distortions.
  • Unified backend timing for corporate action adjustments and dividend ex-dates in return calculations.
• Stock Screener Usability:

  • Fixed sticky cell background bleed-through on table hover in the stock screener.
  • Preserved filter tab selections across desktop filter panel navigation.
• Notifications UI:

  • Fixed header action icon overlap in the notification feed on mobile layouts.
  • Fixed visibility logic so pre-existing public announcements display correctly for new users.

• Full Technical Analysis Tab on Stock Detail Pages: Added a dedicated "Technicals" tab to stock detail pages with a comprehensive, visual breakdown of daily technical signals:

  • Trend & Structure: A grouped moving-average view (SMA/EMA families with expandable 10/20/30/50/100/200 windows, plus HMA 9 and VWMA 20) shown as distance-from-price rails, an Ichimoku cloud position rail, and golden/death cross signals.
  • Momentum & Oscillators: Visual gauges for RSI, Stochastic, Stochastic RSI, CCI, ADX/DI, and MACD with overbought/oversold and trend-strength zones called out.
  • Volatility: ATR and historical volatility (HV) comparison visuals to gauge how turbulent a stock currently is.
  • Participation & Strength: Volume spike and relative volume gauges alongside price-strength signals (e.g. breaking above/below prior 20D/50D highs and lows).
  • Pivot Reference Rail: Switch between Classic, Fibonacci, and DeMark pivot methods, each with 3 support/resistance levels plotted against the current price.
  • Live Technical Quote: Shows the live/last price feeding the day's technical snapshot along with its as-of time, so ratings can be cross-checked against the current quote.
  • Unified Consensus Ratings: Overall and MA/Oscillator group ratings (Strong Buy → Strong Sell) with a methodology popover explaining exactly how each rating is derived.
• FIPI-LIPI Chart Branding: Extended the brand watermark overlay (previously on returns comparison charts) to the FIPI-LIPI horizontal bar and sector bar charts.

• Screener Metric-Count Messaging: Updated screener page copy to reflect the expanded metric set — now advertising "300+ fundamental & technical metrics" (230+ fundamental, 60+ daily technical indicators), with a new editorial section describing the technical indicators.

• Interactive TradingView Charting Integration:

  • Introduced a chart switcher on stock detail pages to toggle between the default lightweight line chart and a professional TradingView Candlestick Chart.
  • Integrated local, licensed TradingView Charting Library widget assets supporting custom timeframes (1M, 3M, 6M, 1Y, 3Y, 5Y, 10Y, 15Y, and All).
• Stock Technical Ratings Consensus Engine:

  • Developed a daily technical analysis engine that aggregates 15 Moving Averages (SMAs, EMAs, HMA, VWMA, Ichimoku) and 11 Oscillators (RSI, Stochastic, CCI, ADX, MACD, Stoch RSI, etc.) to calculate a unified consensus rating (Strong Buy, Buy, Neutral, Sell, Strong Sell).
  • Exposed technical ratings, group rating scores (MA / Oscillator scores), and detailed buy/sell/neutral counts in the Stock Screener API.
  • Enabled advanced screening by filtering and sorting stock lists based on technical ratings and indicator consensus scores.

• Polished Premium Gating UX in Dark Mode:

  • Overhauled the locked/premium indicators (LockedValue badges and blur elements) to have high-contrast styling, borders, and shadows in Dark Mode.

• Locked Return Cells: Resolved text-color and contrast issues for locked cells in Mutual Fund and Stock performance returns tables.

• Stock Price Alerts (Smart Alerts) System:

  • Introduced real-time stock price alerts supporting PRICE_THRESHOLD (crossing above or below a level) and PERCENT_CHANGE (daily/period moves relative to alert baseline).
  • Added support for ONCE (one-shot alerts) and RECURRING (auto-rearming after crossback) trigger modes.
  • Added a global Price Alerts Manager page (/price-alerts) to view, edit, toggle, or delete active alerts and review past trigger event logs.
  • Integrated price alert triggers directly into the global user notifications feed, showing clear broker-action guidance when price levels are reached.
  • Show context-aware price alert badges and creation shortcuts next to stock headers and in holdings list rows.
  • Guest users are now presented with a clear login prompt modal if they attempt to set an alert.
• Stock Price Sourcing & Valuation Metadata:

  • Added a price source and freshness popover to the desktop holdings table and the holding detail page. This shows exact data sources (e.g. live tick vs. EOD close) and timestamps.

• Bidirectional Alert Progress Visualization: Integrated a bidirectional progress rail in the price alert forms and list items showing how close the current price is to target baselines.
• Alert Caching and Live Syncing: Implemented a 1-minute auto-refresh with focus and stale tab revalidation for price alerts caches to ensure live values remain up to date.
• Stock Valuation Robustness:

  • Gated the backend price alert scanning workers to PSX trading session hours to prevent database queries during market close.
  • Added a 5-minute delay buffer to live valuation timestamps and automatic transition to End-Of-Day (EOD) quotes after market hours to prevent stale charts.
• Premium Access Visibility: Made locked/premium states for sector peer comparisons explicit with polished visual lock pills.
• Mobile Pending Trades list: Added a high-density, touch-friendly mobile list layout for the review pending trades modal.
• Gmail Forwarder UX: Clarified text on the success step of the Gmail Auto-Forwarder setup modal, indicating the setup is complete and can be safely closed.

• Mobile Hold Alignment: Fixed alignment issues, text wrapping, and price percentage spacing on mobile holdings rows.
• Holdings Popover Interaction: Corrected row clicks and popover event bubbles from conflicting when clicking price source triggers.

• Real-Time Notification System: Added a notification bell icon to the header and an interactive inbox dropdown to receive and track system announcements, account events, and transaction updates.
• Suggested Units Auto-Apply: Added a helper button in the mutual fund trade form to automatically apply computed/available units when logging transactions.
• Detailed NAV Estimates: Added a percentage change indicator relative to the baseline NAV inside the mutual fund live estimation details popover.
• Returns Chart Branding: Integrated a sleek brand watermark overlay on the returns comparison charts.

• Gmail Auto-Forwarding Setup - Auto Sync:

  • Expanded the Gmail auto-forwarder feature to Stock portfolio users.
• Stock Performance Calculations: Upgraded backend calculation resilience to handle incomplete or partial historical price and dividend data gracefully.

• DPS Bonus-Share Adjustments: Fixed dividend per share (DPS) bonus-share calculations in payout analytics and financial ratio displays (such as for MARI at fiscal year-end) by anchoring calculations on the latest filed period with data rather than the latest calendar period.
• Inflation Timeline Alignment: Resolved chart alignment issues to preserve the inflation timeline and restricted inflation rebasing to only occur on actual peer range mismatches.
• Returns Comparison Benchmarks: Fixed returns comparison charts to use raw fund start dates and corrected a bug that caused comparison warning banners to trigger unconditionally.

• Gmail Auto-Forwarding Integration: Added a dedicated Gmail Auto-Forward subsection to the portfolio settings. You can now connect your Gmail account to automatically forward digital trade statements and confirmations, with live verification polling, guide graphics, and step-by-step setup guides.
• Inbound Email Activity Feed: Added an activity feed log in the email settings page. This allows you to monitor incoming statement email deliveries, check processing updates, and diagnose parsing issues directly from the dashboard.
• Gmail Trade Confirmation Preflight: Integrated validation checks for Gmail trade confirmations to troubleshoot connection issues, complete with clear failure guidance if it fails.
• Expanded Screener Performance View: Overhauled the stock screener's returns section into a comprehensive "Performance" tab containing three separate modes: Total Return, Price Return, and Volume.
• Absolute vs. Annualized Return Toggle: Added a toggle to switch between absolute returns and annualized returns for multi-year periods (3-year, 5-year, etc.) inside the screener.
• Dividend Boost Indicator: Added a dividend boost column next to the 1-year and 3-year total return metrics, showing the exact performance gain contributed by dividends (the difference between Total and Price returns).
• Comprehensive Volume Screener Metrics: Added a full suite of trading volume metrics to the Performance tab, including 1-day, 3-day, 7-day, month-to-date, up-to-date 1-year periods, average 30-day volume, and relative volume.

• Screener Layout Clean-up: Shifted all volume-related columns out of the "Price" tab into the new Performance tab's Volume view to keep price-level data clean.

• Lot Purchase History (Lot Attribution): Added a new Overview tab as the default view for stock and mutual fund holdings detail pages. It shows a complete breakdown of your purchase history, showing Buy Date, Purchase Type, Buy Price, Units, Cost Basis, Current Value, and Unrealized/Realized/Total profit breakdown with progress bars showing units sold.
• High-Density Mobile Lot Breakdown: Redesigned mobile lot cards to use a compact, high-density CSS Grid layout, displaying key metrics (units, cost basis, unrealized/realized split) clearly without redundant space, removing the need for bulky expand/collapse toggles.
• Unified Text & PDF Trade Parsing: Combined the text copy-paste trade parsing engine with the main PDF statement import pipeline. Both methods now share identical validations, fee calculations, and support cash deposit/withdrawal imports.
• Quota Bypass for Custom Parsers: Enabled quota bypass for custom statement template uploads, allowing developers and advanced users to run testing and statements importing without hitting daily upload limits.

• Accurate Realized Returns: Refined realized profit/loss calculations to be based on the cost of the sold lots, rather than the total invested cost of the entire position, ensuring your historical performance metric matches actual profits locked-in.
• Automatic Fallback for Commodity & Forex Details: Configured holding detail pages to automatically land on the "Transactions" tab for asset types that do not have an "Overview" tab (like commodities and forex), preventing blank pages on load.
• Reinvestment Labels for Mutual Funds: Labeled zero-cost mutual fund lots (such as reinvested payouts) as "Reinvest" instead of "Bonus" for better tax and accounting clarity.
• Clarified Portfolio TTM Payouts: Added clear tooltips to the portfolio view explaining that the Total Profit & Loss (P&L) metric includes accumulated cash payout distributions.

• Chart Tooltip Boundary Clipping: Fixed a bug where the stock detail chart hover tooltips would get cut off near the margins on mobile screens, ensuring they remain fully visible within chart borders.
• Split-Adjusted Lot Pricing: Fixed historical stock holding splits so that purchase price adjustments are preserved accurately inside individual lots after corporate actions (like stock splits or bonus shares).
• Format Consistency for Units: Stock quantities now display as whole shares, while mutual fund units maintain a high-precision 4-decimal format, eliminating visual inconsistencies (like RsNaN or floating-point decimals on stock counts).

• Commercial Banking Metrics in Screener: Added support for 38 banking-specific financial ratios (such as Net Interest Margin [NIM], Return on Equity [ROE], Cost-to-Income, and DuPont breakdown) and 12 quarterly/annual statement line items in the Stock Screener. This allows you to evaluate bank stocks using industry-standard banking metrics.
• TTM (Trailing Twelve Months) Column: Surfaced a new "TTM" column at the end of the annual income statement table. This provides a running summary of the last four consecutive quarters (such as calculated TTM earnings per share, margins, and P/E/PS valuation ratios) for quick reference.
• Volume Overlay in Stock Price Charts: Rendered daily trading volume as a subtle histogram band directly beneath the stock price line on detail pages. The volume bars are color-coded based on up/down price days and show up directly in the hover tooltips.
• Unrealized vs. Realized Profit Breakdown: Added optional columns and sorting capability to the portfolio holdings view for "Unrealized P&L" (your paper profit/loss on shares currently held) and "Realized P&L" (actual profit/loss locked-in from shares you have already sold).
• New Screener Growth Metrics: Added key long-term growth trends to the stock screener, including 5-Year CAGR (Revenue, Net Profit, Operating & Free Cash Flow) and Operating Cash Flow growth streaks.

• Prioritize Live Market Cap: Restructured calculations to ensure live, real-time prices update a company's market cap dynamically, overriding stale profile info. This keeps critical valuation multiples like P/E and P/S highly accurate.
• Tidier Statement Chart Tooltips: Hidden raw date suffixes from statement and quarterly highlights chart tooltips, displaying only the clear period names (like "Q1 2026").
• Real-Time Data Cache Refreshing: Improved backend database cache update behavior for real-time market data to ensure pricing updates reflect immediately across all tools.

• Dark Mode Chart Readability: Fixed a styling issue in the FIPI/LIPI (Foreign & Local Institutional Investment) bar charts where text labels were hardcoded to black, rendering them invisible in Dark Mode. They now adapt cleanly to light/dark themes.
• Growth Period & Filter Alignment: Aligned the screener's Annual/Quarterly filters and growth metric toggles to follow consistent periods, ensuring smooth filtering behavior.

• Stock Links in Portfolio Calculator: Added direct links (with external page icons) next to stock symbols inside the portfolio calculator tool (such as input forms, results cards, allocation display, warnings, etc.). This allows you to quickly view detailed company information in a new tab.
• Net Amount in Trade Review Tables: Added a "Net Amount" column when importing trades or reviewing statements. This column dynamically adds transaction fees to buy trades and subtracts them from sell trades, showing you the exact cash impact before executing the trade.
• Improved Time Indicators for Live Estimates: The display label on the mutual fund details page now includes the live date-time format for estimates, showing you exactly when the estimate was generated.

• Consolidated Mobile Navigation: Replaced the dedicated "Mutual Funds" tab on the mobile bottom navigation bar with a new "Market" tab that points directly to the asset screener. This tab covers stocks, mutual funds, market indexes, and dividend screens under one convenient section.
• Valuation Chart Monthly Bar Representation: Upgraded the stock valuation history chart from a continuous line/area chart to a monthly bar chart. This aggregates daily data into month-end closing values, reducing clutter and making historical trends much easier to read.
• Live Estimate Status Messaging: When the live estimate toggle is disabled or not needed (for instance, when the official NAV is already up to date), the app now clearly displays the official NAV date.
• User-Friendly Accuracy Texts: Simplified the mutual fund estimate accuracy explanation within the info popover to focus on the average percentage error instead of technical details.
• Visual Switch Indicator: Added a visual transfer/switch icon next to the "Live Estimate" toggle in the mutual fund summary card.

• Consolidated Compact Holdings Calculation: Fixed the compact holdings table to correctly use live estimated NAV prices for calculating "Total Profits & Losses" and "Market Value". Previously, these columns showed stale official NAV figures even when live estimates were enabled, causing confusing mismatches.
• Dividend Syncing for Closed Positions: Enabled the "Sync dividends" option for closed stock positions. Even if you no longer hold a stock, you can now automatically sync and log historical dividends that occurred during your holding period.
• Stock Performance Chart Benchmarks: Fixed return comparison charts for newly-listed stocks. The comparison benchmark (like the KSE-100 index or inflation) now aligns its start date with the stock's actual first trading day instead of starting months prior, preventing inflated returns percentages.
• Stale Price Reuse in Performance Returns: Fixed a bug where illiquid or suspended stocks with massive trading gaps would show identical or nonsensical return metrics (such as matching performance numbers from 6 months up to 10 years). The calculations now correctly recognize periods with actual pricing gaps rather than reusing stale historical data.

• Visual Highlight Charts for Financial Results: Under the stock detail pages, we added visual highlight charts for the "Latest Results" tab. It plots sales and net profits side-by-side, visually highlighting the latest quarter and cumulative totals in distinct colors so you can quickly spot company growth trends.
• Persistent Portfolio Tabs: Your selected portfolio tab (like Overview, Holdings, Transactions, Planning) is now saved directly in the web browser's address bar (URL). Refreshing the page or copying and sharing the link will open the exact tab you had active.
• Clickable Transactions: Symbols and company names in your transaction history are now clickable, allowing you to instantly jump to that stock's detail page for quick lookup.

• Consistent Premium Access Gating: Upgraded watchlists and mutual fund comparison tables to seamlessly respect subscription access permissions. Paid locks and blurred values now display accurately across the entire app.
• Live Estimate Reliability: Fine-tuned real-time mutual fund price estimates by using precise 1-minute market candles, adding baseline fallbacks for weekend dates, and tuning cache timers to ensure live values remain accurate and responsive even during stock feed fluctuations.
• Smoother Email Forwarding Settings: Removed unnecessary permission queries when opening email statements settings, allowing the dashboard settings tab to load instantly.

• Commodity & Forex ID Alignment: Fixed a bug where commodity and forex positions were not mapped correctly in the transaction list, restoring them to the unified history view.
• Null Safety in Fund Detail Page: Added null guards and resolved potential crashes when viewing newly added mutual funds that do not yet have complete data history.

• Real-Time Mutual Fund Price Estimations: Since mutual fund prices (NAVs) are only updated once a day in the evening, we added live intraday estimates. You can now toggle "Live Estimates" to see projected gains, losses, and current portfolio value updated throughout the trading day based on live stock index movements. Click the info popover to view the current estimate's calculation, accuracy stats, and timing.
• Dedicated Dividends & Corporate Actions Calendar: Added a dedicated Dividends and Corporate Actions page (/stocks/dividends) with a mobile-friendly list view. It features color-coded cards (passed events are grayed out, today is highlighted), days-remaining indicators, and clickable company links for easy research.
• Transactions Page Filters: Added powerful new filters to your transaction history. You can now filter transactions by date ranges, specific asset classes (like Stocks or Mutual Funds), and action types (Buy, Sell, Dividend, Bonus).
• Cash Targets in Portfolio Planning: Added cash allocation targets to the portfolio planning tab. If you set a target cash percentage, the planner will suggest trimming overweight assets or buying new positions to keep your cash balances aligned with your target.

• Smarter Returns & Comparison Charts: Improved the performance comparison tool. If you compare mutual funds with different launch dates or short histories, the charts automatically align timeframes and start points from a base of 100 for a fair comparison, showing a helpful warning banner when data alignment occurs.
• Direct Stock Page Redirection: Selecting a stock from search results now redirects you directly to its full details page instead of showing a "Coming Soon" badge.
• Portfolio Overview & Stats UX: Cleaned up the portfolio view by removing legacy mini-charts and replacing them with a clear Cash vs. Holdings visual split. Added descriptive hover tooltips explaining how Invested Capital, All-Time Returns, and Total Cash are calculated.
• Per-Portfolio Layout Memory: Custom column selections and table sorting choices are now saved individually for each of your portfolios.
• Session Security Guards: Enhanced premium data protection by adding secure blur effects and golden locks over advanced tables for logged-out users, and improved session logout functionality to automatically clear credentials on connection failures.

• Screener Filter Enhancements: Fixed a bug where search filter text was not instantly cleared. Improved sector dropdown lists to sort alphabetically and prioritize major sectors.
• CSV & Statement Import Reliability: Corrected number format parsing to support commas in CSV imports, and improved AI statement parsing to rotate between models when retrying failed imports.
• Better Cash Error Messages: Enhanced warnings when editing or deleting transactions to clearly detail if the action will result in a negative cash balance.

• Shariah Compliance Badging: Added Shariah compliance indicators and badges to both stock details and mutual fund positions/information.
• Stock Detail Profile Tab: Added a dedicated "Profile" tab to stock detail pages, moving company ownership and profile information out of the main overview for a cleaner page structure.

• Stock Performance Charts UX: Stock detail charts now default to a 1-year view, with clutter removed (hidden grids and volume bars) and a new hover-to-expand date band strip for easy timeline tracking.
• Peer Comparison Modal Enhancements: Upgraded the stock peer comparison tool to display periods chronologically (oldest to newest), added a toggle to show/hide growth metrics, and integrated compact trend buttons.
• Financial Tables Decimals and Currency Clean-up: Dropped trailing .00 decimals in financial tables (while preserving them for per-share metrics like EPS and DPS) and removed redundant currency symbols for a cleaner layout.
• Screener Filter Scroll State: The stock screener now preserves your vertical scroll position when sorting or applying filters.

• Future-Dated Mutual Fund Prices: Fixed a bug where future-dated mutual fund prices from MUFAP caused date misalignments. Added a 5-day lookup buffer to prevent charts from displaying broken lines or missing periods.
• Webhook and Worker Hardening: Hardened security for email ingestion webhooks and added rate limiting and stall protection for trade preview workers.

• Screener Expansion (Phases 3 to 5): Wired complete set of stock screener metrics including risk, solvency, quality, leverage (e.g. Debt-to-Equity), efficiency, and CAGR growth.
• TradingView-Style Presets: Introduced customizable filter presets on the stock screener page to filter Pakistani equities by market size, dividend yield, and valuation metrics.
• Screener Config Persistence: Saved user-selected filter columns, search query, and sorting options to local storage so they remain active across browser page reloads.
• New Screener Columns: Added 52-week range, total returns, 30D average volume, and Mutual Fund (MF) institutional ownership metrics.

• Screener Header UX: Expanded abbreviations on table headers to full terminology with detailed hover-friendly tooltips.
• Dismissible Email Forwarding Promo: The email forwarding promotional card can now be closed and persists its dismissed state in local storage.

• Automated Statement Email Forwarding: Users can now set up automated email forwarding settings under their portfolio to import digital broker statement PDFs.
• Review Queue & Multi-Sender Verification: Validates incoming emails against verified owner addresses and loads parsed trades into a dedicated review queue modal (EmailBatchAlerts).
• Connection Management: Allows revoking or deleting email connections easily with historical data preserved.

• Auto Ledger Shortfall Repair: Automatically generates offset deposits (auto-deposits) to repair cash balance deficits. Linked repair records to their parent trades to ensure clean cascade deletion.

• Overhauled Stock Detail Page (Milestone 1 & 2): Re-architected stock detail pages with dedicated tabs for Statements, Valuation, Performance, Holdings, and Payouts.
• Statements & Valuation Tab: Comprehensive annual and quarterly Financials (Income Statement, Balance Sheet, Cash Flow) with bolded YoY/QoQ growth highlights, alongside valuation comparison metrics.
• Sector Peer Comparison: A Sector Compare Modal to evaluate stock performance side-by-side with peers.
• Interactive Chart Modals & Trend Previews: Click any row in a financials table to see its historical timeline plotted in a chart modal.
• Returns Comparison Chart: A benchmark comparison tool under the Performance tab to compare equity return indices side-by-side with other symbols.

• Drag-and-Drop Column Reordering: Customize your holdings table layout by dragging columns to rearrange them. Your custom layout is saved automatically, with a quick reset button to go back to default.
• Yield on Cost & Valuation (YoC/YoV): Added "Div Yield" tracking to holdings. See how much income your investments generate relative to what you paid (YoC) vs. what they are worth today (YoV).

• Planning Fund Browser Sorting: Made the "Sector Alignment" sorting option much more prominent and separate, making it easier to filter funds.
• Valuation Reliability & Speed: Optimized mutual fund historical valuation calculations for faster chart loading times and potential mid chart value dip fixes.

• Planning Fund Browser: Introduced a dedicated mutual fund search and browsing experience inside the Planning tab. Easily discover and filter funds based on their equity holdings, sector preferences, asset classes, fees, and historical performance.
• Positions Snapshot Import Mode: A new import option in the broker statement upload wizard that lets you initialize or overwrite current portfolio positions from a single statement snapshot.
• Auto Payout / Dividend Import Mode: Automatically identifies, processes, and tracks dividend payouts and bonus share distributions during broker statement imports, handling ex-dates, rounding entitlements, and integration directly into the portfolio.
• P&L Breakdown Chart Enhancements: Added a dedicated Dividends line to the main portfolio profit and loss breakdown chart, making total returns more transparent.

• Mobile Portfolio Page Enhancements:

  • Added full sorting capabilities to the portfolio holdings list on mobile.
  • Added a column selector (persisted to local storage) to customize which table columns are visible.
  • Added an "Asset Type" column (Stock, ETF, Mutual Fund, Gold, Silver, Forex) for better portfolio clarity.
  • Redesigned mobile cards and resolved overlapping UI elements on narrow screens.
• Broker Statement Review & Execution Wizard:

  • Redesigned the review modal with expandable rows, search/filtering of trade candidates, and wider layout space.
  • Added support for KTrade (Cash Book) and Arif Habib (Order History) brokerage statement parsers.
  • Added real-time gap analysis warnings to guide imports of missing historical trades.
  • Large statement imports are now divided into manageable chunks (250 items at a time) for more robust execution.
  • Added status monitoring and auto-retry controls for trade, dividend, and bonus processing.
• Planning & Screener UX:

  • Added a clear search button to the planning browser.
  • Sector options and preferences are loaded dynamically from the database.

• Fund Comparison Return Calculations: Fixed a bug where returns could appear inflated or throw division-by-zero errors when the portfolio's history was shorter than the selected timeframe.
• UI & Charts Polish: Fixed tooltip flickering on the P&L chart and resolved alignment issues across holdings tables.

• Broker Statement Import: Upload a PDF or image of any Pakistani brokerage account statement and let it automatically extract your trades. Review, edit, confirm, or reject each candidate before anything is executed. Supports SCS Trade, AHL, KASB, and other major brokers — with broker-specific parsing logic for higher accuracy.
• Zakat Auto-Calculation: Enable Zakat in portfolio settings to automatically deduct Zakat on eligible dividend income. A guided setup prompt walks you through the configuration.

• CSV Bulk Import — Overhaul:

  • Processing is now fully asynchronous (queue-backed), so large imports no longer time out
  • Real-time progress bar during import with throttled updates
  • Dividend rows now accept a Net Amount column as an alternative to Gross Amount
  • BonusPercentage is optional for STOCK_SPLIT rows — auto-computed from the split ratio
  • Duplicate dividend and bonus rows are detected and skipped automatically
  • One active import enforced per portfolio to prevent conflicting concurrent imports
  • Snapshot recalculation is deferred until after import, making large batches significantly faster
  • CSV template and in-app guide updated to cover dividend and bonus row types
  • Column-type annotation row added above headers for easier manual editing
• Unified Import Modal: CSV bulk import and broker statement upload are now consolidated into a single "Import Trades" modal.
• Bonus & Split Entry:

  • Manual bonus and split recording now available directly from the trade form
  • BonusPercentage auto-computes for splits when ratio columns are present
  • Broker statement parser now extracts bonus and split events alongside regular trades
  • Improved validation rejects non-numeric or malformed bonus quantities before submission
• Performance: Cash ledger recalculation is now deferred during bulk and batch trade execution, substantially reducing processing time for large imports.
• Reliability: All background workers now shut down cleanly on server restart, eliminating the risk of orphaned or stuck jobs after a deploy.
• Rate Limiting: System-level rate limits added to statement parsing endpoints to ensure fair usage and prevent overload during periods of heavy concurrent use.

• Broker Statement Modal: Fixed stale batch state when reopening the import modal after a previous session.
• Import Modal Error Messages: The import modal now correctly surfaces backend error messages instead of a generic failure notice.
• Portfolio Cache Invalidation: Fixed a stale-data pattern in portfolio and stock-allocation queries that could show outdated holdings after a trade.
• Optimistic UI Flicker: Fixed a status flicker in import and batch flows caused by premature optimistic state updates.

• MF Holdings Page: New dedicated page at /stocks/mutual-funds-holdings showing which equities are held across Pakistani mutual funds, with a fund-by-fund breakdown, sortable columns, and inline timeline expansion per stock.
• Stock Holdings Timeline: View how a stock's institutional ownership from mutual funds has evolved over time, accessible directly from the MF Holdings page.

• Fund Screener — Mobile UX Redesign:

  • AMC and fund type quick filters added to the top action bar
  • Column visibility selector: show or hide columns you care about
  • NAV validity date visible per fund — instantly spot funds with stale NAVs
  • 100K returns column added
  • Payout section renamed to "Dividends" for clarity
  • Data fetching migrated to SWR for faster, more consistent updates
  • Shariah compliance indicator added to mobile fund list rows
  • Sticky table header removed; table width increased for better horizontal scrolling
• MF Holdings — Desktop & Mobile Layout:

  • Desktop: 1:2 grid with compact summary sidebar and tabbed highlights panel
  • Mobile: row index and symbol columns are sticky with synced hover states; ticker-only display on narrow screens to maximise horizontal scroll space
• Watchlist Quick Preview: Expanded popover now shows NAV validity date; mobile filter bar decluttered.
• PWA: Install prompt fixed globally; install button is now conditional (only shown when the browser signals the app is installable); install guide page added; PWA marketing content refreshed.
• Portfolio Limit: Users with the Stocks feature enabled can now create one additional portfolio.

• Silver Position Identifier: Corrected an incorrect asset identifier for silver positions that caused data mismatches in holdings and valuations.
• MF Holdings Aggregation: Fixed incorrect aggregation semantics that could over- or under-count fund holdings.
• Fund Holding Category: Fixed category assignment for fund holdings.
• MF Holdings Sticky Columns: Synced hover highlight across sticky (index/symbol) and scrollable columns; added drop-shadow border for visual separation.

• Portfolio Sell Planning: The Planning tab now includes sell recommendations for overweight positions — see exactly how much to trim to reach your target allocation, with a visual allocation drift chart alongside it.

• Portfolio Charts:

  • Overview tab now uses a fixed 60-day window for a consistent at-a-glance snapshot
  • All other tabs (Returns, etc.) show full available history
  • Chart drag and zoom fixed
  • TWR (Time-Weighted Return) calculation updated
• Stock Detail Page: Added chart/table view toggle to the Financials and Payouts sections; Amount Invested sort added; chart and table views polished.
• Trade Forms: Submit buttons now correctly enable as soon as all required fields are valid across Stock, Mutual Fund, Cash, Dividend, and Bonus forms. Reconciliation and validation error messages improved for MF trades.
• Stock Trade Form: Tax preview updated to reflect the latest fee and tax calculation logic.
• Portfolio Switch: Switching between portfolios is faster and more reliable with no stale data carrying over.
• CPI / Inflation Calculations: Inflation period logic moved to the backend, ensuring consistent results across all clients and devices.

• Stock Trade Form: The full BUY and SELL workflow for PSX-listed stocks is now live. This is the core feature that turns FinHisaab into a complete equity portfolio tracker — record every trade with accurate fee and tax handling, and the rest of the portfolio updates automatically.

  • Stock search with fuzzy symbol lookup
  • Quantity and price entry with net cost preview
  • Complete fee breakdown: brokerage commission, sales tax (SST), and CGT
  • Tax filer / non-filer status warning before executing a SELL
  • Available units shown on the SELL form to prevent over-selling
  • Partial dividend funding: use a pending dividend credit as a funding source for a new BUY
  • Realized P&L, net proceeds, and effective cost-per-share shown immediately after a SELL
• Stock Portfolio Tracking: Actual holdings tracking for PSX stocks — not a calculator, but live positions driven by real trades you enter.

  • Holdings list with quantity, average cost, current value, unrealized P&L, and daily change
  • Full transaction history per position (buys, sells, dividends, bonuses)
  • Cost basis and average price auto-updated on every trade
  • Dividend entitlements automatically synced to positions on announcement
• Daily P&L Tab: Dedicated tab on the portfolio page showing today's intraday P&L across all stock positions, updated continuously.

• Net Deposits P&L (True Returns): Cash flow-based P&L that factors in all deposits and withdrawals to show your actual earned returns — not just the difference between cost and current price. Displayed alongside standard unrealized P&L.

• Per-Holding Analytics Tab: Every stock holding now has a dedicated analytics tab:

  • Long-term performance charts with 1Y and 3Y period support and compounding breakdowns
  • Dividend analytics: income history, yield-on-cost, and a full payout timeline
  • Holdings comparison: benchmark one position against others or your whole portfolio
• Benchmark Comparison on Portfolio Chart: Compare your portfolio against any Pakistani mutual fund or market index on the main performance chart. Base-100 indexed, toggleable, with a choice of comparison target.

• Dividend Reinvestment Tracking: Mark a dividend as reinvested into a stock purchase; partial dividend funding lets the dividend offset part of the cash needed for a BUY.

• Portfolio Allocation Composition Chart: Visual breakdown of your entire portfolio across individual holdings, sectors, and asset classes.

• Trader Analytics — Cash Impact: Shows the true total cash outflow of each trade inclusive of all fees and taxes, and tracks how trading costs compound over time.

• Demo Portfolio: Non-logged-in visitors can now explore a fully guided demo portfolio to experience the feature set before signing up.

• Sell Transaction View: Sell entries now show realized P&L, net amount after all deductions, and effective cost per share for a complete post-trade picture.
• Payouts Tab Restructured: Long-term dividend analytics consolidated into the dedicated Payouts tab, keeping individual holding pages focused on performance.
• Planning Tab — SIP Suggestions: Allocation suggestions now use actual holding data and run client-side for instant results.
• Portfolio Chart — Short-Period Guard: XIRR/MWR real-returns calculation hidden on short timeframes where the result is not statistically meaningful.
• Holdings Comparison: Your own portfolio added as a comparison target in the holdings comparison chart.
• Dividend Funding Indicator: Visual cue on the trade form when a dividend is being partially applied as a funding source.

• MWR Chart Blank: Fixed blank chart rendering in the Money-Weighted Return view on certain date ranges.
• CGT Transaction Warning: Added a contextual warning for sell trades that produce a CGT-liable event.
• Benchmark Chart Backfill: Fixed a rendering bug where gaps in the benchmark's historical data caused the chart series to display incorrectly.

• Fund Screener: Corrected column sequencing in the mutual fund screener table for better data organization.

• Mobile Compact Table View: Introduced a toggleable compact table view for Holdings and Transactions on mobile. Switch between detailed cards and a high-density, horizontally-scrollable table.
• Full Portfolio Sorting: All 11 columns in the portfolio holdings table (desktop and mobile compact) are now interactive. Sort by Value, P&L, Yield, or any other metric.

• View Persistence: Your preference for "Compact Table" vs "Detailed List" is now saved locally and persists across browser sessions.
• UI Optimization: Refined column widths and sticky headers in the compact view for a smoother mobile experience.

• Advanced Yield Tracking:

  • Integrated TTM (Trailing Twelve Months) yield analysis in the stock performance calculator.
  • Added yield-on-cost indicators to the dividend analysis tab for long-term holders.
• Valuation Transparency: Added "Last Valuation Date" to holding detail pages to clarify the freshness of market data.
• Investment Cost Tooltips: Added informative tooltips to portfolio summary cards to explain cost and average price calculation methodologies.

• UX Polish: Optimized dividend announcement buttons and refined individual stock displays for better readability.
• Chart Visuals: Improved hover interactions and visual margins on all portfolio charts.

• Trade Forms: Resolved a bug in the mutual fund trade form amount validation.
• Value Charts: Fixed an issue where chart tooltips would occasionally stick or display incorrect data points on hover.

• WhatsApp Integration: Added a quick-contact/share button to the portfolio page for easier communication and sharing.
• Dividend List Insights:

  • Added "Yield" columns to the Upcoming Dividends and Corporate Actions lists.
  • Enabled sorting by yield on mobile for quicker identification of high-dividend opportunities.

• Portfolio Visuals: The "Invested" capital line on charts is now dashed, making it easier to distinguish from the total value line.
• Mobile Detail Pages: Significant refinement of margins and alignment across mobile-specific detail layouts.

• Upcoming Corporate Actions: Launched a new homepage section featuring horizontally scrollable carousels for Upcoming Dividends and Upcoming Bonuses/Splits.
• Market Data Integration: Dividend and Bonus lists now include real-time stock prices, daily price changes, and percentage shifts.
• Enhanced Filtering & Sorting:

  • Added a "Show Latest Announcements" toggle to filter for recent corporate actions.
  • New "Highest Amount/Percent" filter for prioritizing large payouts.
  • Client-side sorting capabilities for quick list navigation.
• Portfolio Tracking Enhancements:

  • Added "Today's PnL" tracking for Commodity and Forex positions.

• Mobile UX Optimization:

  • Redesigned FIPI-LIPI dashboard for mobile, including compact summary cards and optimized tab navigation.
  • Refined mobile card layouts for corporate actions to clearly display price and ex-date information.
  • Added "Days Remaining" markers to dividends and bonuses for easier tracking.
• FIPI-LIPI Charts:

  • Updated trend charts to show a 60-day historical lookback.
  • Optimized chart margins, axis labels, and bar widths for better readability across all screen sizes.

• Gold Calculator Features: Introduced quick-calculation presets (10g, 1 Tola, 10 Tola) & persistence for user inputs.
• Portfolio Invested Toggle: Added a persistent "Invested" line toggle on portfolio charts to easily compare total value against invested capital.
• Portfolio Chart Tooltips: Implementation of interactive, multi-series tooltips on portfolio charts, optimized for both desktop (hover) and mobile (tap-to-stick) interactions.

• Trading: Resolved an issue where BUY trades for commodities and forex were failing due to incorrect amount calculations and handling.

• Gold Value Calculator: Launched a new tool on the gold page for calculating total gold value based on current market rates.
• Asset Class Comparison: Integrated comprehensive performance comparisons with key asset classes on both the Inflation and Gold calculator pages.
• Inflation Historical Data: Added an interactive historical yearly returns chart to the inflation page with support for fetching of historical inflation data up until 1960.

• Portfolio Readability & UX: Significant optimization of the portfolio section for enhanced readability and a more premium user experience, including refined summary cards and full-width responsive charts on mobile.
• Inflation Summary Reports: Refined the automated inflation summary text for better accuracy and more professional descriptors of inflationary trends.

• Stock Portfolio Dividend Analysis: Added a dedicated Dividends tab focused on dividends received, with historical income, yield, concentration, and DPS analysis for selected holdings.
• Mutual Fund Composition Comparison: Detailed side-by-side comparison of sector allocation and top equity holdings across multiple funds with historical snapshot support.
• Composition Comparison Visuals: Interactive visual analysis suite for mutual fund composition, including Grouped Bar charts, Dumbbell Plots (Gap Analysis), Portfolio Treemaps, and Difference (Delta) charts.

• PSX Dividend/Bonus Handling: Updated stock performance calculations to better align same-day dividend and bonus/split handling with PSX ex-price methodology while preserving the existing post-tax bonus entitlement treatment for investor returns.

• FIPI-LIPI Daily Data Dashboard: Comprehensive tracking of Foreign and Local Investors Portfolio Investment (PSX) with segment-level filtering (Equity, Debt, All) and historical flow trends.

• Sector Allocation Tab: Added a dedicated sector allocation view in the stock portfolio calculator for a clearer breakdown of your portfolio mix.
• Allocation by Share Count: You can now enter allocations using share counts, making setup quicker if you already know your quantities.
• Chart Experience Updates: Improved both portfolio and individual stock charts for a cleaner, easier-to-read performance view.

• Mutual Fund Composition History: Multi-month view for sector allocation and top equity holdings on mutual fund detail pages.
• New Funds Added: Added several new mutual funds to the platform like Atlas Islamic Energy Fund, Atlas Islamic Building Material Fund, Al Habib Islamic Money Market Fund etc

• Portfolio Reset & Delete: New capabilities to completely reset or permanently delete portfolios and all associated data.
• Danger Zone: Added a dedicated management section in Portfolio Settings for destructive actions with safety confirmations.
• Silver Price Tracking: Live silver rates in Pakistan with historical charts (5Y) and performance analysis.
• US Dollar Price Tracking: Live USD/PKR exchange rates in Pakistan with historical charts (15Y) and performance analysis.

• Position Deletion System: Delete commodities, forex, and mutual fund positions from your portfolio
• Stock Portfolio Returns Tool: Comprehensive returns calculation with CAGR, base-100 indexing, and tax calculations
• Active/Inactive Position Filters: Filter holdings by active or inactive status

• Portfolio Transactions: Missing transactions on holding detail page

• Commodity & Forex Trades: Add trades for commodities and forex
• Watchlist: Add mutual funds to watchlist
• Inflation Calculator: Calculate buying power of PKR over time
• Leaderboard: Add leaderboard for mutual funds

• Holding List UX: Added Buy/Sell button to holding list
• Trade Form: Added available units from holding details

[1.0.0] - 2025-XX-XX

• Initial release of FinHisaab
• Mutual funds screener with comprehensive filtering
• Stock portfolio tracking with P&L calculations
• SIP calculator for investment planning
• Real-time NAV updates and performance tracking
• User authentication with Google OAuth