Product Updates

What's new in PSVTracker

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

2026
Sep 15, 2026v2026.09.15
  • Smarter broker imports. When an import file uses a transaction label PSVTracker hasn't seen before, it asks you once and remembers it for that brokerage from then on — so your CSV imports keep getting more accurate over time.
  • More accurate returns from connected accounts. Deposits, withdrawals, and rollovers are now recognized as cash movements rather than counted as gains, so XIRR and performance reflect real returns — including cleaner handling of Schwab and IRA-rollover imports.
  • Tax reporting by year. Income is now organized by tax year, with return of capital correctly excluded from income.
  • Loan balance history. Loan balances are now reconstructed through proper amortization, with clearer loan types on the portfolio.
  • A focused round of accuracy work across imports, the ledger, and cash-flow calculations.
Sep 11, 2026v2026.09.11
  • Share your portfolio, safely. Invite someone to view your account read-only — a spouse, an advisor, a family member. Shared views are clearly marked so the viewer always knows whose account they're seeing, and you can revoke access at any time.
  • New plans & a free tier. PSVTracker now offers a free Newbie plan, plus Tracker and Optimizer for investors who need more — with a 14-day trial of the full experience. Each plan has clear allowances for connected accounts and Ask PSVT questions.
  • Repair connections in place. When a bank or brokerage needs to be reconnected, you can now fix it directly without starting over, and connection health is clearer — you'll see when an account was last synced and when one needs attention.
  • Amortized distributions. Model expected distributions the way a loan amortizes, linking expected IRR and distribution amounts for more realistic projections.
  • Clearer balance history. Better balance-over-time charts across account types, including cleaner handling of brand-new accounts with limited history.
  • A large round of accuracy and reliability work across performance calculations, connections, real-asset valuations, Ask PSVT, and the ledger.
Aug 26, 2026v2026.08.26
  • Track what you own beyond the markets. Add homes and vehicles and get an automatic value estimate — homes from an address lookup, vehicles from their VIN — refreshed monthly. Add public stocks, funds, and crypto manually by ticker, now with real crypto asset logos.
  • Ask PSVT, upgraded. Our AI assistant is now live for everyone, with faster answers, a stop button, more accurate net-worth and cash-flow responses, and the groundwork for investment due-diligence help.
  • Built for complex ownership. Organize holdings into nested entities and portfolios, set partial ownership percentages that flow through to value and returns, and track committed vs. paid-in capital with an uncalled-capital view.
  • Tax-aware performance. See unrealized gains split into short-term and long-term, based on your own tax settings.
  • PSVTracker on your phone. A mobile-friendly web experience to view your portfolio and use Ask PSVT on the go — editing stays on desktop.
  • Balance history everywhere. Balance-over-time for every account type, including investments, plus the ability to import account history from broker CSVs for more accurate returns.
  • Smoother onboarding. A guided 14-day free trial that converts to a subscription, an "Importing…" progress state after you connect, and clearer institution logos when choosing your bank.
  • Significant reliability and accuracy work across connections, holdings, XIRR, and portfolio calculations.
Aug 2, 2026Public launch
  • PSVTracker is live. Our biggest release yet — a full production launch with live subscription billing, a rebuilt connection experience, and hundreds of refinements across the platform.
  • Search for your institution before connecting. Find your bank or brokerage by name and connect through the right provider, with clearer feedback while your accounts import.
  • Account-level performance. XIRR is now calculated per account as well as across your whole portfolio, with more accurate Equity Multiple, Cash-on-Cash, and capital-invested figures.
  • Liquid holdings, done right. Asset-class-aware views for stocks, ETFs, and crypto — including crypto asset logos and ETF look-through so you can see what your funds actually hold.
  • Cash & liability dashboards. Dedicated views and balance history for depository, credit card, and loan accounts, with correct available-credit and liability handling.
  • Smarter AI panel. Improvements to Ask PSVT, including net-worth answers that reconcile to your active portfolio.
  • Extensive reliability and accuracy work across connections, transaction syncing, balances, and performance calculations.
Jul 2026v2026.07
  • More reliable account connections. Major improvements to how bank and brokerage accounts sync — mixed accounts (checking, savings, and credit cards at the same bank) now all connect correctly, freshly connected accounts import transactions and balance history without a manual refresh, and bank transactions link to the right investments automatically.
  • Cost-basis overrides. Set, edit, and remove custom cost basis on synced holdings, with a clear indicator on any holding that has an override applied.
  • Fixed a rare "transaction already exists" error when adding investments or transactions manually.
  • More accurate cost-basis handling so corrections apply at the real acquisition date, keeping XIRR and Equity Multiple correct.
Jun 18–30, 2026v2026.06.18
  • Security hardening. Added modern HTTP security headers across the app following an independent penetration test, and documented our disaster-recovery strategy as part of ongoing SOC 2 work.
  • In-app release notes. The app now shows its current version and recent changes automatically on each deploy.
  • Steadier equity syncing on login — connected investment accounts no longer over-refresh.
  • Improved reliability across write actions and error reporting.
Jun 17, 2026v2026.06.17
  • Loan account dashboards. A new loan-specific dashboard with balance, payment schedule, and balance-history views for tracking loans and other liabilities.
  • Performance charts and filters now include all investment asset classes.
  • Quick Add for holdings is now scoped to investment accounts, preventing mismatched entries.
  • Fixed zero-exposure tickers appearing in equity-holdings drill-downs.
Jun 8–16, 2026v2026.06.08
  • Guided asset & liability creation. A step-by-step flow to manually add holdings, cash accounts, credit cards, and loans, with automatic price and company lookups when you add a stock.
  • Account-type-aware layouts. Portfolio and account pages now adapt their layout and summaries to each account type — investment, cash, or liability.
  • Added dedicated dashboards for cash and liability accounts.
May 23 – Jun 13, 2026v2026.05.23
  • XIRR vs. Indices. A new page to compare your portfolio's return against major market indices.
  • Added total and per-account XIRR across your holdings.
  • More accurate Current Value, Cumulative Return, and Equity Multiple calculations.
  • Corrected capital-invested totals to properly count initial transactions.
May 14–22, 2026v2026.05.14
  • Refreshed interface. Cleaner navigation with breadcrumbs, consistent green/red styling for gains and losses, improved dark mode, and more responsive layouts across the app.
  • Streamlined account connections into a single, unified list.
  • Resizable widgets on the Performance page and a smoother onboarding tour.
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.