Product updates
Wert 1.9.0: from snapshots to clearer monthly changes
Continue from import to snapshot, separate contributions and currency effects, and use Monthly review to plan your next check.
Wert 1.9.0 · iPhone, iPad and Mac; attribution and concentration insights require Pro
1.9.0 is preparing for release
Keep going after an import
After reviewing imported holdings, continue your snapshot without organising the same information again. Drafts retain confirmed details and manual edits so you can leave and pick up where you stopped.
Use aliases to distinguish accounts on the same platform, or link holdings to eligible existing accounts. Confirming quantities does not confirm current prices or exchange rates; screenshot market values are not used directly as final snapshot amounts.
Understand what changed your net worth
Money added or withdrawn, currency movements and data corrections can all affect the difference between snapshots. Review net contributions and corrections for the period to separate these effects from other changes.
Unreviewed remaining changes are clearly marked so you can check their source, rather than treating them automatically as investment returns. Attribution requires Pro and depends on snapshot details and period confirmations.
Turn Monthly review into your next check
Monthly review brings together changes for the period, items to verify and what to revisit next time. It compares against the last snapshot of the previous calendar month where available, or an earlier snapshot if that month is missing, with the actual comparison dates shown.
Pro users can review concentration using available holdings details. Limited data is called out explicitly. The absence of a warning does not mean there is no risk, and the review does not claim that risk has increased or disappeared.
Read the details more easily
Refined card colours and text contrast make amounts, labels and hints clearer across dashboard styles. Ink cards keep a consistent warm charcoal appearance in both light and dark themes.
About AI connections
AI asset sharing is not yet available. Authorizing a connection does not turn sharing on, and this update does not mean ChatGPT or Claude can read your assets. Read the connection guide to understand authorization and sharing; sharing steps will become available when the feature opens.