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Wealthfolio 3.12.0

Investment portfolio tracker

filecart Mac Updated Nov 01, 2026
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About Wealthfolio

Investment portfolio tracker
Release info Update on Nov 01, 2026
Release notes 3.12.0 adds seven themes, a text size setting, and gain and loss colours for
markets where red means up. The phone app now keeps a stack of screens for each
tab, the dashboard and Insights share one time period, and a rebalancing
worksheet works out adjustments from your allocation target. Fund conversions,
new price sources and AI agent access to Spending round it out, with fixes
across spending, goals, performance, import and mobile.

Highlights
o Themes. Seven new themes join Classic: Signature, Ember, Cupertino,
Newspaper, Cyber, Terminal and Poster. Pick one in Settings -> Appearance or
during setup. The theme is saved per device; new profiles start on Signature
and existing ones keep Classic. Charts follow the theme, and Classic's charts
now use softer colours. (#2305, #2360, #2361)
o Text size. Settings -> Appearance -> Text size: Small, Default, Large or
Extra large, on this device. On iPhone and Android the app starts from the
system text size. (#2323)
o Gain and loss colours. Choose Red up, green down or Red up, blue down, as
in China, Taiwan, South Korea and Japan. Green up stays the default. (#2326)
o Phone navigation. Each tab of the bottom bar keeps its own stack of
screens, so going back returns to the screen as you left it. Swipe from the
left edge to go back on iPhone; Android's Back button steps back through the
tab. Holdings joins the bar, which is a full-width Material bar on Android.
(#2287, #2290, #2295, #2384)
o One time period. The period you pick on the dashboard or in Insights
carries over to the other tabs, and Investments and Net Worth get Spending's
calendar picker. (#2285)
o Rebalancing worksheet. It replaces the Rebalance planner: open a target's
details and choose Open rebalancing. Pick the cash to deploy, accounts and
eligible securities, adjust the suggested trades, then copy or export them.
Nothing is executed. (#1612)
o Fund conversions. Record a fund switch, a share-class conversion or a
fund-to-ETF conversion as Fund conversion...
Listing dataHomebrew Cask

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