This release is all about giving users more control and clarity — from improved onboarding and data management to functional and visual enhancements across the platform.

New Features & Enhancements

📤 User Data Export Interface

Export your full data set with a new, easy-to-use interface available directly from your profile menu.

🚀 Asset Onboarding Flow

A refreshed onboarding experience makes it easier than ever to add your first assets and get started.

📋 Liabilities in Batch Update List

You can now include liabilities when updating balances through the batch update feature for more comprehensive management.

📧 Reminder Emails

Stay informed with automated email reminders about key financial activities and regular progress updates.

Bug Fixes & Improvements

📏 Expected Income Block Height Fix

Fixed an issue where the Expected Income section could expand uncontrollably. It now maintains proper layout constraints.

📱 Mobile Currency Selection

Currency selection is now conveniently accessible from the side menu on mobile devices.

Thanks for using YOR.!
We’re committed to helping you master your finances with clarity and ease. 🌟

This update focuses on resolving critical issues in profile settings, notifications, and financial reports, ensuring a smoother user experience.

Bug Fixes & Improvements

🛠 Profile Data Display Fix

Resolved an issue where user profile values were not visible in the settings.

🔔 Notification System Restored

Fixed a bug that caused the notification endpoint to stop working.

📊 Expected Income Status Correction

Addressed incorrect statuses appearing for expected income records.

📉 Revaluation Report Accuracy

Fixed errors in calculations and improved precision in the Revaluation Report.

Enjoy the latest improvements, and stay tuned for more updates! 🚀

In this update, we’ve made significant backend optimizations to ensure faster loading speeds - no matter how much data you have. We’ve also introduced some new functionalities and usability improvements for a more seamless experience.

New Features & Enhancements

📊 Total Assets & Net Worth Chart

A new dashboard widget visualizing asset distribution and net worth trends.

📋 Modify Table Record on Asset Pages

You can now edit financial records directly within asset pages for better control and efficiency.

🔍 Search in Modify Table Record

Easily find an asset you're looking for with the new search functionality.

Bug Fixes & Improvements

📊 Expense Chart Accuracy

Now correctly includes auto-calculated expenses in visual reports.

💱 Currency Selection Fix at Registration

Resolved issues with setting default currencies during sign-up.

⚙️ Rounding Adjustments

Fixed rounding inconsistencies between the Revaluation Report and Detailed Report.

💡 Performance & Usability Optimizations

Various backend improvements to enhance speed and reliability.

Thanks for using YOR.! More exciting features are on the way! 🚀

🎉 We’re thrilled to announce the launch of the public version of YOR.!

This major release brings robust features, enhanced security, and a polished user experience designed to empower independent wealth management.

New Features & Enhancements

🔐 Google Account Authorization

Sign up and log in with your Google account for quicker access and a simplified registration process.

📊 Asset Profitability Widgets

Track the performance of your investments with the new Asset Profitability widget, now available on the dashboard. Additionally, view detailed profitability directly on each Asset Page with its dedicated widget.

📈 Batch Balance Updates

Easily update balances for multiple assets in one go with the new batch update feature.

🔗 Closed Asset Page Access

Navigate directly to the page of a closed asset from the Detailed Report, providing more streamlined management of closed assets.

📅 Customizable Date and Number Formats

Tailor how dates and numbers are displayed across the platform to suit your preferences.

🔍 Enhanced Search

Quickly find timezones and currencies with our improved search functionality.

🌐 App Installation

Install YOR. as a Progressive Web App directly from your browser for a native app-like experience.

Bug Fixes & Improvements

🛠 Refined Asset Management

Fixed issues allowing the deletion of inactive currencies linked to assets and addressed rounding errors in asset values.

🌐 Accurate Currency Rates

Resolved delays and inaccuracies in currency rate updates across dashboards and reports.

🚀 Backend Optimizations

Enhanced monitoring tools to ensure system reliability.

Welcome to YOR. 1.0

This marks the beginning of a new era for independent wealth management. Thank you for being part of this journey. Let’s revolutionize wealth management together!

✨ We’re happy to bring you the latest fixes and improvements ✨

🕒 Historical Data Modifications

You can now modify historical data even for closed assets, giving you more flexibility in managing past records.

⚡ Real-Time Total Net Worth Updates

Fixed an issue where the Total Net Worth metric updated with a delay on the dashboard. Now, it refreshes instantly after every edit to an asset balance.

🔔 Retroactive Notifications for Income/Expense Creation

When creating income or expense entries for past periods, users will now receive confirmation notifications for all applicable months up to the current date. Previously, notifications only started from the present and moved forward.

🌍 Currency Rates Fix on Detailed Report

Resolved a bug on the Detailed Report page where currency rates were miscalculated when assets were displayed in their original currency.

We’re excited to share the latest updates and improvements in this version!

New Features & Enhancements

Assets by Currency Dashboard

Track the distribution of your assets by currency with the new dashboard widget.

Income Creation Flow Update

Streamlined the process for adding new income/expense sources.

Cookie Policy & User Consent

Added a popup for cookie consent and updated our cookie policy.

Bug Fixes & Improvements

Income/Expense Source Binding

Fixed issues with binding income/expense sources to assets and liabilities.

Fixed Asset Creation Bug

Now users receive a notification when trying to create an asset with a name that's already used.

Improved Calculated Expenses Logic

Changes in liabilities are now properly included when estimating your Calculated Expenses.

Date Validation Fix

Fixed date validation issues when editing income/expense sources.

🚀 Enjoy the new features and improvements!