Skip to main content

Release Notes

Everything new, improved, and fixed in trefolio.

v1.39.3Latest

Full Email Localization

  • NewAll transactional emails are now fully localized in 35 European languages, so users receive verification, alerts, and product updates in their preferred language automatically.
v1.39.2

Ticker Rename Detection

  • ImprovedBroker-synced holdings now survive ticker renames automatically, preserving your transaction history and preventing duplicate positions.
  • ImprovedAutomatic stale ticker recovery via OpenFIGI now self-heals outdated symbols on refresh when FIGI data is available.
v1.39.1

Broker Sync Fix

  • FixedFixed a critical issue where broker-synced holdings could be removed during re-authentication problems.
v1.39.0

Experience Personalization & Notifications

  • NewUsers can now set their investment experience level to personalize recommendations and product guidance.
  • NewEmail notification preferences now let users opt out of marketing and template emails directly from profile settings.
v1.38.0

Dividend Depth & Broker Sync Expansion

  • NewAdded Yield-on-Cost metrics and an interactive DRIP simulation to project dividend growth over time.
  • NewBroker sync now scales across linked portfolios, improving automatic updates for holdings, cash, and transactions.