🎉 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!