A palette with a separate widget for the dividend split, the sector split, the stock split and the diversification target was really one pie chart in four costumes. This release folds those into single widgets and moves the choice of what they show into settings.
Nothing you've already built is rewritten. A saved Dividend Split widget simply becomes a Pie Chart whose data source is set to dividends, so every layout, saved slot and reset baseline renders exactly what it did before.
Six widgets named for what they are
Pie Chart, Sankey Chart, Line Chart, Stat Tiles, Gainers & Losers and Balance Sheet. The old single-purpose widgets — Dividend Split, Diversification, Sector Performance, Dividend Income, Capital Growth, Cash, Crypto Wallets, Liabilities and others — live on as presets of these.
Say what data flows in
The cog menu now has a "data flowing in" choice written in plain words — "Value of stock portfolio", "Everything you own by asset class" — grouped by asset class, with a line under each explaining what's counted. The widget's header then spells out the choice, for example "Pie Chart: Value of stock portfolio by sector".
Across asset classes
The Pie Chart can slice your stocks by holding, sector or currency, or everything you own by asset class, or your cash by account. The Sankey Chart can flow from your balance sheet into net worth, with your debts shown alongside. Balance Sheet has views for cash, crypto, cards, metals, other assets and liabilities, and a totals-only version that shrinks small.
Honest about gaps
A class that couldn't be priced is left out of the chart and named underneath it, never drawn as zero. The Line Chart says plainly that only stock value and card value have a price history to plot.
Settings belong to the widget, and follow you
Two Pie Charts can show different things, because settings are stored per widget rather than per widget type. They're saved to your account, so a chart you set up on the laptop looks the same on another device.
Educational content only. It is not personal financial advice. All articles · All lessons