Changelog

• 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