Product Updates

What's new in PSVTracker

The latest features, enhancements, and fixes. For real-time service status, see our status page.

2026
May 13, 2026v2026.05.13
  • Improved reliability when adding bank and brokerage connections.
May 12, 2026v2026.05.12
  • Updated market-data integration for more accurate, up-to-date pricing.
  • Backend API consolidation for faster, more reliable responses.
May 5, 2026v2026.05.05
  • AI Portfolio Insights is now live. Intelligent analysis of trends, risks, and performance drivers across your investments.
Apr 20–22, 2026v2026.04.20
  • New metric: Projected Equity Multiple for forward-looking performance.
  • Fixed a document-storage access issue affecting some uploads.
Apr 18, 2026v2026.04.18
  • Security hardening across our messaging, database, and API layers.
Mar–Apr 2026
  • Added the foundation for AI-powered features and improved ETF data accuracy.
  • Ongoing performance, stability, and reliability improvements.
Jan–Feb 2026
  • Interface refresh, maintenance, and reliability updates.
2025
Dec 2025
  • Added a Support page and improved the login experience.
  • Improved futures processing and fixed holdings cost-basis calculations.
  • Added ETF validation for cleaner data.
Oct 2025
  • Live subscription billing launched with subscription management.
  • Fixed an issue where some accounts could be created twice.
  • Time-zone handling and futures improvements.
Jul–Sep 2025
  • ETF and asset data improvements; holdings and futures processing fixes.
  • Reliability fixes across uploads and calculations.
Mar–Jun 2025
  • Improved amortization and futures calculations.
  • Performance and reliability improvements.
Jan 2025v2025.01.09
  • Plaid investment account connectivity launched. Connect investment accounts for automatic syncing, plus UI updates.
2024
Oct–Dec 2024
  • Bank account syncing via Plaid with improved login and stability.
  • Backend and data-processing improvements.
May–Sep 2024
  • Performance improvements to portfolio calculations (including XIRR processing).
  • UI and backend updates.
Jan–Apr 2024
  • Multiple feature updates, UI refinements, and fixes.
2023
Nov–Dec 2023
  • Added the ability to delete records, plus cleanup and fixes.
Oct 17, 2023v2023.10.18
  • PSVTracker production launch. The initial release of the portfolio tracking platform.

PSVTracker provides investment tracking and analytics for informational purposes only and does not provide financial, legal, or tax advice.