Changelog
Major updates to the HADL app. Full version history is available on the App Store.
July 13
- ✨ A "What if" card has been added to the asset page — estimate upfront how much a bond or deposit could earn you
- ✨ The calendar now shows sold assets, as well as redemptions and amortizations
- ✨ Added the RUGBINFTR benchmark
- ✨ Bond price alerts can now be set not only on the absolute price, but also on the relative one (% of par)
- ✨ Added several links to external asset pages at once
- 📈 Improved the asset chart design and the asset statistics within the portfolio
- 📈 Improved the market heatmap
- 📈 Improved the calendar design
- 📈 Smoothed out the inflation benchmarks
- 📈 Improved interface performance on low-end devices
- 🩹 Numerous bug fixes
Version 2.23
July 6
- ✨ Target allocations and the target-vs-actual difference from rebalancing are now shown in the "Allocation" card on the home screen, as well as on the asset page
- 📈 Significantly improved app responsiveness and speed
Version 2.22
June 28
- 📈 Scroll position is now preserved when opening an asset and going back, and data is no longer reloaded
- 📈 The actions menu now opens with a long press on a list item (assets, operations, portfolios, etc.)
- 🩹 Numerous minor fixes and improvements
Version 2.21
June 5
- ✨ The main chart in the overview is now split into three tabs — "Value", "Profit", and "Return" — for easier reading and comparison against benchmarks
- 📈 Refined TWR calculation
- 📈 Refined operation import from T-Investments
- 🩹 Numerous UI fixes
Version 2.20
May 26
- ✨ The bottom navigation button can now be swapped for any other section
- 📈 Performance optimizations for large portfolios
- 📈 Improved UX
- 🩹 Bug fixes
Version 2.19
May 16
- ✨ The home screen has been fully redesigned — new cards: "vs Benchmarks" (compare against 5 benchmarks at once over a selected period as a tornado chart), "Highlights" (a set of insights about your portfolio for today — drawdowns, peaks, category goals exceeded, and more), "Market" (a heatmap of significant market moves scored for relevance to your portfolio), and "Upcoming Payouts"
- ✨ New "Analytics" section — "Periods", "Seasonality", "Comparison", and "Rating" charts, plus an "Assets" table with a vast number of metrics and breakdowns; any asset or breakdown can be added to the "Comparison" chart
- ✨ The portfolio can now be compared against Russian and US inflation
- ✨ Fundamental metrics added to the stock screener — they power a dividend attractiveness rating whose components are described as transparently as possible
- 📈 Up to 5 benchmarks can be added to the main chart simultaneously
- 🩹 Bug fixes
Version 2.18
May 4
- ✨ Uralsib broker report import
- ✨ Yield and face value filters in the bond screener
- 📈 Trade-matching method selection is now optional — can be hidden in settings
- 📈 "Expected" status in the upcoming accruals widget
- 🩹 Improved rebalancing for composite portfolios
- 🩹 Bug fixes
Version 2.17
April 26
- ✨ The Rebalancing section has been fully redesigned. It now consists of three tabs in a single module: "Overview" with a portfolio map and top deviations, "Recommendations" with ready-to-execute buys and sells, and "Setup" with the category tree
- ✨ AI-generated allocation — the model proposes a category tree with target shares based on your current holdings and chosen risk profile (conservative / moderate / aggressive); free-text wishes are also supported
- ✨ Multiple allocations simultaneously — clone, rename, one-click switch, side-by-side comparison, and JSON export/import
- ✨ Three rebalancing scenarios — "Reshuffle" (within the portfolio), "Top up" (distribute new contributions), and "Withdraw" (minimal damage to balance)
- ✨ Portfolio treemap with drill-in into categories and breadcrumbs to navigate back to any level
- ✨ "Tap-to-Assign" on mobile — a fast flow to distribute a large number of unassigned assets with one tap each
- ✨ Portfolio balance score (0–100) — a quick read on how far you've drifted from the plan
- ✨ Asset locking — temporarily exclude an asset from recommendations without removing it from the plan
- ✨ Banner with specific tickers of assets no longer in the portfolio (sold or matured)
- 🩹 Bug fixes and UI polish across the module
Version 2.16
April 16
- ✨ New "Passive Income" screen — a variety of charts for dividends, coupons, and other accruals, including breakdowns by different groupings
- ✨ MTS Investments report import
- ✨ Push notifications for defaults in portfolio
- 🩹 Bug fixes and optimizations
Version 2.15
April 9
- ✨ Push notifications for significant price changes of assets in your portfolio or watchlist, with customizable threshold and frequency settings
- ✨ If a calendar accrual date is today or in the past but the accrual is not yet recorded in the portfolio, it now shows with an "Expected" status
- 📈 Improved performance and reduced data traffic consumption
- 🩹 Minor fixes
Version 2.14
April 1
- ✨ Portfolio health — new card with a quick answer on whether your portfolio is in good shape: main score on a 1–100 scale, diversification level, max drawdowns, volatility, and more
- ✨ Time-weighted return (TWR) is now calculated in the portfolio health card
- ✨ Related operations are grouped with their parents — expand on parent tap; only parent operations appear in the main operations list
- 📈 Interface improvements
Version 2.13
March 26
- ✨ Added a card with dividend yield metrics and a historical dividend chart on the asset page
- ✨ Push notifications for changes in dividend forecasts for stocks in your portfolio
- ✨ Stock screener
- ✨ Denomination currency filter in the bond screener
- ✨ Finam report import (beta)
- ✨ Currency accounting strictness setting when creating and editing a portfolio
Version 2.12
March 21
- ✨ Screen with public investor portfolios
- ✨ Widget with upcoming accruals
- 📈 Interface improvements
- 🩹 Minor fixes
Version 2.11
15 марта
- ✨ Added import of trades from BCS Broker and the OKX exchange
- 📈 Optimized main chart performance during swiping
- 🩹 Minor interface improvements
Версия 2.10
March 12
- ✨ Alpha Investments broker integration (beta)
- ✨ Weekly portfolio summaries by email (rolling out to all users)
- 📈 Improved asset search window
- 🩹 UI and bug fixes
Version 2.09
March 4
- ✨ New screen with extended bond analytics in the portfolio — diversification (by issuer, sector, denomination currency, rating, coupon type) and maturity/amortization chart
- 🩹 Minor fixes
Version 2.08
February 10
- 📈 Widget data can now be refreshed manually via a button on the widget
- 🩹 Minor fixes
Version 2.07
February 8
- ✨ Widgets — today’s P&L on the lock screen, “Focus of the day” on the home screen
- ✨ Automatic portfolio backups once a day
- 📈 Shorter bond names in the main asset list
- 🩹 UI and bug fixes
Version 2.06
January 29
- 📈 Option to show full P&L in the main asset list
- 📈 Alphabetical sorting of assets on the main screen
- 🩹 Fixes for custom asset accruals
- 📈 Search by name on the Assets screen
Version 2.05
January 15
- 📈 Main P&L reflects the selected chart period
- 📈 Benchmark and metrics from zero point of any period
- ✨ Current accrued interest (NKD) chart for bonds in the portfolio
- 🩹 Statistics and chart data aligned
Version 2.04
December 10, 2025
- 🩹 Chart tooltip now always below the chart (no overlap)
- ✨ RGBITR (Russian government bond total return index) as benchmark
- 📈 Chart legend display settings
- 📈 Compare portfolio with benchmark by P&L and by value
- ✨ YTD period for the chart
- 📈 Change currency by tapping portfolio value
Version 2.03
November 30, 2025
- ✨ Financial goal — target capital and timeline based on portfolio
- 📈 Redesigned chart styling, better readability in light theme
Version 2.02
November 19, 2025
- ✨ Asset allocation chart — diversification by currency, country, category, type
- 📈 Top assets by current, full, realized P&L and accruals
- 🩹 UI fixes
Version 2.01
November 12, 2025
- 📈 Main screen shows full P&L instead of current P&L
- 🩹 UI improvements
Version 2.00
October – November 2025
- Updated menu and navigation
- Sber and VTB report import improved
- Deposits: dedicated screen and management
- Calendar of accruals UI improvements
- Updated onboarding (available in profile settings)
- LDPI (long-term holding) quantity in asset table
- Benchmark comparison info panel
- Benchmark comparison uses full P&L and accruals
- Bond screener: “Show non-tradable” filter
Versions 1.97 – 1.95
September 2025
- Sber and VTB report import (beta)
- Short and long deals with leverage
- MOEX futures: price charts and deal accounting
- Delete imports and their operations
- 🩹 Multiple UI and bug fixes
Version 1.93
August – September 2025
- ✨ AI asset reviews for investment decisions
- Screener UI/UX improvements
- Coupon list and default/technical default filters for bonds
- Replacement bonds: yields, quotes, charts
- “Replacement bonds” filter in bond screener
- Auto-allocation of accruals when adding a purchase
- Edit linked operations together
- Year-over-year dynamics card
- Move and copy deals and assets between portfolios
- Bond charts in % of par, floating-rate yield refinement
Versions 1.92 – 1.89
July 2025
- ✨ Deal import from Bybit and MEXC
- Fewer UI distractions
- Portfolio stats tooltips, clearer calculations
- Cash flows and dates for XIRR on yield tap
- Bond redemption operation improvements
- AI notifications with daily P&L summary
Versions 1.86 – 1.84
June 2025
- Chart period column labels improved
- Future accruals chart improved
- Asset quantity chart fixed for short periods
- “Reset zoom” button hides at default scale
Versions 1.83 – 1.81
Earlier updates (widgets, backups, screeners, imports, categories, composite portfolios, etc.) are in the full version history on the App Store.