Balance sheet, insider trading & performance
Balance sheet & insider trading
Instrument pages now show a balance-sheet composition view (assets vs liabilities & equity) and an insider trading summary with recent buy/sell activity.
Income statement flow
Open any stock’s financials to see revenue flow into costs, expenses, and earnings as a Sankey diagram, with quarterly and yearly periods.
Performance summary
A new Performance dashboard widget breaks down invested capital, price gain, dividends, realized gain, and transaction costs, plus calendar-year returns. Dividends in the sidebar are more compact.
Dashboard & news
Customize widgets from a dedicated inspector in the layout editor. Portfolio news cards can show thumbnails, and dashboard sections reveal more smoothly as data loads.