Release Notes - v1.7.0

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Feb 3, 2026, 1:13:27 AMFeb 3

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WealthSnap v1.7.0 – Release Notes

Release Date: February 1, 2026
Build: Version 1.7.0 (Feature Release)

✨ What's New🧠 Smart Alerts: Budget Aware

Budget Integration: Smart Alerts now check your budgets! If you exceed your set budget for a category, you will receive an immediate alert, even if you don't have historical spending data.
Precision Detection: Alerts are now triggered by specific Category Items (e.g., "Water", "Groceries") rather than broad groups for maximum accuracy.

🎨 Modernized Record Menu

New Visual Design: A sleek, grid-based layout with grouped sections for Transactions, Investments, AI Tools, and Debt.
Improved Navigation: Horizontal scrolling categories allow for quick access to all record types without clutter.
Tablet Friendly: Optimized layout constraints ensure the menu looks great on large screens and in landscape mode.

💸 Transfer Form & Tracking

Dedicated Transfer UI: A brand new simplified form specifically for recording Transfers.
In/Out Support: Easily toggle between Incoming (Money In) and Outgoing (Money Out) transfers.
History Integration: Transfers are now distinctively marked in your History with dedicated icons and colors, and are correctly factored into your monthly Income/Expense summaries.

📈 Investment Recording

Stock Purchases & Sales: New dedicated form to track Stock transactions, including Symbol, Quantity, Price, and Fees.
Dividend & Interest Tracking: Easily record Dividend income and Interest payments directly within the investment flow.
Smart Totals: Automatically calculates the total transaction value (Quantity * Price + Fees) as you type.
Quick Calculator: Integrated calculator access for price and fee fields to handle complex calculations on the fly.
Portfolio Computation: Your Investment Card now properly calculates:
- Total Portfolio Value: Based on the latest known price from your transaction history.
- Unrealized P/L: Tracks your paper gains/losses relative to your cost basis.
- Realized P/L: Automatically sums up your Capital Gains and Losses from sold assets.
Profit/Loss Visibility: Your history list now directly shows the realized Profit or Loss for every SELL transaction, complete with color-coded values for instant clarity.

📊 Investment Insights

Smart Insights: A monitoring tool that continuously analyzes market data to surface relevant stats:
- Drop Detection: Identifies significant market drops (>10%) relative to the 30-day peak.
- Dip Detection: Flags short-term price pullbacks relative to recent trends.
- Dividend Alerts: Highlights stocks with upcoming ex-dividend dates.
- Balance Check: Highlights assets that are underweight in your portfolio.
Allocation Heatmap: Visualize your portfolio diversification like a pro!
- Interactive Treemap: View your holdings as a color-coded heatmap where size represents value and color represents performance (Green/Red).
- Dual Views: Instantly toggle between Stock view (individual performance) and Sector view (industry exposure).
Holdings List: A comprehensive view of all your assets featuring live market prices, total value, and daily changes.
AI Price Fetch: 🤖 Bring your portfolio to life! Use the new Fetch Menu (Gemini icon) to update historical stock prices and dividend history using AI.
- Smart Estimation: Leverages generative AI to estimate historical price data when live APIs are unavailable.
- Background Sync: Updates happen silently in the background so you can keep using the app uninterrupted.
- Flexible Duration: Choose to fetch prices for Today, 3 Days, 7 Days, or up to the last month.
Dividend Chart: 📊 Visualize your income stream!
- Monthly Projections: A new bar chart shows your projected dividend income for each month of the year.
- Real Data: Powered by your actual holdings and historical dividend records.

🏠 Home Screen Enhancements

New "Monthly Net" Card: Added a dedicated card to view your pure Income vs. Expense performance, excluding transfers. This gives you a clear picture of your actual savings for the month.
Clarified Balances: Updated label terminology to "Money In" and "Money Out" on main balance cards to clearly indicate that transfers are included.
"How is this Calculated?": Tap the new info icon (ℹ️) on any balance card to see exactly what goes into the formula (e.g., whether transfers are included or excluded).

🛍️ Smart Category Selection

Recent Categories: The transaction form now intelligently suggests your most used categories from the last 30 days.
Quick Access: Replaced the dropdown with a horizontal "Quick Select" bar for faster data entry.
Search Integration: Easily search your full category list directly from the quick select bar.

📅 Smart History Calendar

Interactive Calendar View: A powerful new way to view your history! Switch to calendar mode to see your monthly spending at a glance.
Visual Analytics: Dates are color-coded with proportional bars showing Income, Expense, and Transfers for each day.
💰 Safe-to-Spend: Know exactly what's available! Automatically calculates your balance minus upcoming recurring bills for the period.
🌡️ Guilt Filter: Identify spending habits with ease. A heat map highlights discretionary spending intensity, while ignoring fixed recurring bills like rent.
👻 Ghost Forecast: See the future! Upcoming dates display badges showing the total amount of expected recurring bills.
ℹ️ Interactive Guide: Tap the info icon to learn about these new Smart Stats with helpful visual examples.
Investment Signals: Visual BUY/SELL indicators on the calendar help you correlate market moves with your personal finance timeline.

⚡ Performance & Stability

Concurrency Safety: Hardened the transaction loading process so you can safely add new items even while the app is still decrypting historical data in the background.
Data Integrity: Fixed a potential race condition where optimistic updates (immediate UI feedback) could be overwritten by finishing background loads.
Investment Optimization: Refactored the investment calculation engine to use O(N) grouping, significantly speeding up portfolio loading times for users with large transaction histories.
Database: Implemented automated migrations for the price history table to ensure data consistency.

🛡️ Privacy & Terms Updates

AI Data Transparency: Added detailed clauses (Section 2.4) explaining how optional AI features like "Receipt Analysis" use the Google Gemini API.
- BYOK Policy: Clarified that users providing their own API keys act as Data Controllers.
- Data Minimization: Explicit confirmation that only specifically selected data is transmitted, never the entire local database.
Automated Insights Disclaimer: Added Section 7.1 to clarify that features like "Safe-to-Spend" and "Ghost Forecast" are estimates for informational purposes only.

🐛 Bug Fixes🔧 Core Logic

Anomaly Calculation: Fixed a critical issue where historical averages were calculated per transaction instead of per month. This ensures that spending spikes are identified based on accurate monthly trends.
Infinite Loop Fix: Resolved a critical bug where setting a 'Semi-Weekly' reminder could cause the app to hang indefinitely due to a date calculation error.