Today I am very excited to show you a sneak peek of our upcoming update 2.6 that will include investment accounts. I will also make some notes about what else to expect in this update and when to expect the update.
So, currently we’re polishing (meaning bug fixing) the investment accounts functionality on iOS and Mac. That should be done this week. Once we’re done with iOS & Mac we’ll start a beta (for iOS & Mac only) and we’ll start porting this to Android and Windows. So hopefully you will see update 2.6 at the end of March or early April (I really hope for end of March though).
Here is how investment accounts look.
And here are a few things to note:
- There are 4 components of the investment account screen – chart, trades, portfolio and balances (cash & holdings).
- Market values refresh automatically once per hour but you can always manually refresh them more often than that if you need to.
- This update will add 3731 institutions supported for automatic bank sync via Yodlee. Those are mostly investment institutions (such as TD Ameritrade, E*Trade etc.)
One more thing…
I am also happy to tell you that update 2.6 will have another neat little feature that I know many of you have been waiting for – when a new transaction is downloaded via online banking (i.e. bank sync), it will be marked as new in the red/green flag. This will allow you to easily distinguish old from newly downloaded transactions.
Join the beta
Last but not least, if you want to join our investment accounts beta, please e-mail our support team at [email protected] and give them your iTunes email where you want to receive the invitation once we release the beta.
Please do not join the beta if you use MoneyWiz for Android or Windows, as sync with these will stop for until we release the update. That is because once you install 2.6 beta, it will upgrade your sync account to a new version and MoneyWiz for Windows and Android won’t have support for that new version yet.
Any feedback and questions are appreciated!