FIREkit Changelog

Mar 17, 2025

v3.17

• Added liabilities to the lifetime financial planner
• Added one-time import from financial institutions for users without a subscription
• Redesigned the experience for broker connections
• Improved reconnection flow for expired financial institution credentials
• Added ability to show/hide columns in the holdings table

Feb 4, 2025

v3.16

• New Lifetime Financial Planner (beta)
• Autofilling additional information when creating an asset
• Updated top 100 cryptocurrencies by capitalization
• Improved experience for new FIREkit users when creating an asset
• Updated the content of the prompt to the AI chatbot regarding portfolio and assets
• Expanded the selection of time periods on capital dynamics charts (3 and 4 years)
• Resolved some nuances regarding integrations with brokers to improve the user experience

Dec 17, 2024

v3.15

• Sorting tickers in holdings
• Portfolio structure for AI chatbots: share selected assets to ChatGPT, Gemini, Claude, etc., and ask anything
• Enhanced import: add to existing assets, smart ticker recognition, and clear error messages.
• TWR calculation for the entire portfolio
• Support for Canadian exchanges: TSXV, TSX, NEO, CSE
• Update of the top 100 cryptocurrencies
• New pricing plan for users with financial advisors

Nov 20, 2024

v3.14

• Added asset import functionality via .xlsx template
• Improved the accuracy of annualized (XIRR) and total return (TWR) calculations
• Updated Overall portfolio distribution charts in Analytics
• Added Apple login as an authentication option
• Enhanced user experience with tooltips and dropdowns
• Fixed minor issues in Forecasting
• Initiated alpha testing of brokers integration via Plaid

Sep 15, 2024

v3.13

• Added new general and expected portfolio allocation interactive charts
• Add two new asset classes (Tangible and Intangible)
• Added Xetra and Munich stock exchanges
• Updated cryptocurrencies list to include the top 100 by market cap
• Added an external link field for every client at the Advisor Portal
• Updated customer feedback tool
• Created a landing page for the Advisor Portal to highlight the benefits of cooperation with FIREkit

Jun 22, 2024

v3.12

• Ability to record the purchase of tickers and crypto-coins with any currency
• Transfer the profit from one asset to another immediately at the time of recording the profit
• Improved profitability dashboard including unrealized P&L into key metrics
• Simplified the process of Asset Deletion
• FIREkit Premium subscription is available through Google Pay or Apple Pay
• Added benchmarks for comparing the dynamics of your capital growth
• Improved hidden mode through an easy click on any numeric value
• Ability to star your favorite charts in Analytics so they appear in the Favorites tab
• Multi-currency support for dividend charts with base currency conversion
• Updated Summary panel in Transactions

Apr 29, 2024

v3.11

• Historical data for asset prices on Dynamics charts: Capitalization, Operations, and Dynamics of assets proportions
• New Portfolio Scorecard chart on the Allocation tab
• Multicurrency balance for market assets
• New asset class: Venture Capital (VC)
• Today's change in % available in Assets table
• Date and time support for transactions
• FIREkit is now available for free for educational purposes
• Updated our Security document

Mar 4, 2024

v3.10

• Today's gain indicator in details of every market asset and every ticker
• Added new asset classes: "Private debt" and "Precious Metals"
• New chart: Assets structure by tags
• New chart: Dividends projection
• New option for Portfolio heatmap: "All time"
• White-label for financial advisors
• Extended capabilities for the administrator of the company of financial advisors
• Saving filters for analytics in the user's session

Jan 29, 2024

v3.9

• Simplified process of purchasing assets when you have insufficient balance
• Ability to grant editing access to the portfolio to your financial advisor
• A new indicator of today's changes in the portfolio
• Updated top 50 cryptocurrencies by capitalization
• The forecasting module is now available to the public

Dec 22, 2023

v3.8.1

• Holiday discount for Premium plan with FIRE2024 promo code
• New field: Due Date
• Transaction fees

Dec 1, 2023

v3.8

• Tags for assets and analytics
• New analytics sections
• Promo codes support for the premium subscription
• SIX Swiss Exchange support
• Updated exchange rates server (4 times faster)
• Quick data removal for your portfolio
• Landing page updates

Oct 16, 2023

v3.7

• Premium plan with extended features
• New chart: Stocks and crypto heatmap
• New chart: Dividends
• Time ranges for charts in analytics
• Target allocation of stocks/ETFs and crypto in the portfolio
• Transaction history button for each asset
• Portfolio actions history
• Dynamics of asset proportions by different indicators
• Asset map by different indicators

Sep 11, 2023

v3.6

• Added support for ISE and Euronext exchanges
• Expanded support for all currencies as base currency
• Introduced the ability for financial advisors to modify client's asset allocation
• Transitioned from Patreon to Buy Me a Coffee

Aug 21, 2023

v3.5

• Added tasks for financial advisors and clients
• Added support for CBOE Chicago exchange
• Added support for clickable links in notes

June 17, 2023

v3.4

• Added support for asset regional exposure
• Redesigned and simplified charts in Analytics
• Extended functionality for financial advisors

June 19, 2023

v3.3

• Added support for financial advisories
• Updated application bar and header
• Extended a list of cryptocurrencies to top-50
• Updates Terms of Use
• Bugfixes and improvements

April 18, 2023

v3.2

• Added support for the London Stock Exchange (LSE) with USD-denominated tickers
• Bug fixes and improvements

April 9, 2023

v3.1

• A new chart with the allocation of cryptocurrencies in the portfolio
• A new chart showing the allocation of all stocks and ETFs in your portfolio
• Bugfixes and improvements

March 28, 2023

v3.0

• Support of stocks and ETFs (NYSE and NASDAQ)
• New landing page design
• New profitability widgets design
• Profitability calculation based on TWR
• Security improvements
• UX improvements