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Horizon · Changelog

What's new

Every notable change shipped to Horizon. No marketing copy — just what changed and when.

Currently on v0.3.0 · released

v0.3.0

Latest

Features

  • New platform: Lande. Create a Lande portfolio and import its account statement (.xlsx) directly — deposits, investments, principal repayments, interest, bonuses and cashback, in English or Spanish exports. You can also upload Lande's investments report (optional): the portfolio page gains a "live investments" section showing each loan's interest rate, collateral, country, remaining principal and term.
  • A cleaner shell. The top bar is gone. Your profile now lives at the bottom of the sidebar — one row with your account that opens Settings, Subscription, Guide, Refresh and Sign out. Collapse the sidebar from its header; a floating button on the top-left brings it back.
  • The diversification chart tells you more. On the full-page view, hovering a slice swaps the center for that platform's value and share of the portfolio, the selection sticks until you click empty space, and the chart rests dimmed so what you select lights up. The dashboard widget keeps its classic look: biggest platform selected, portfolio count in the middle.

Fixes

  • Imports can no longer destroy data. The importer refuses positions reports (like Lande's investments file) up front, and for everything else it only replaces existing transactions after the file has provably parsed into new ones — a bad or mistaken file used to be able to wipe a portfolio and insert nothing.
  • Accurate XIRR and Statement. Crypto flows were counted in coin units instead of euros, manually-added purchases could subtract from yearly investment totals, and leftovers from deleted portfolios inflated deposits. All fixed — your Analysis numbers now reflect reality (global XIRR included).
  • One number for Indemo and Urbanitae too. The same alignment MyInvestor got: every calculator now classifies platforms identically, so the list, the header and the chart agree.
  • Consistent colors everywhere. Portfolio accents now follow the diversification chart's category shades across Carteras, the dashboard table and the Analysis charts.

Polish

  • Type labels on the nested diversification chart no longer get clipped by the outer ring.

v0.2.1

Features

  • Open any dashboard card full page. Hover a card and hit the expand button — the global summary, diversification or portfolio list gets a whole page to itself, with a back link to the dashboard.
  • A fully labeled diversification chart. In the full-page view every platform is named around the ring with a leader line, percentages render inside the slices that fit them, and your total sits in the middle. Works in platform, asset-type and nested views — 30 platforms stay readable.
    Nested diversification chart with every platform labeled around the ring, percentages inside the slices and the portfolio total in the middle.
    Nested diversification chart with every platform labeled around the ring, percentages inside the slices and the portfolio total in the middle.
  • Dividends record themselves. Stocks/ETF portfolios now check the dividends their holdings pay and add the missing entries automatically — they flow into the Analysis income chart, the portfolio's own income chart and its value. Amounts are gross estimates (taxes vary); edit any entry to the net you received.
  • Shares match the view you share from. Sharing from the dashboard widget keeps the compact card; sharing from the full-page view produces the labeled chart on the public page and on the social preview image.

Fixes

  • One number everywhere. The Portfolios list, each portfolio's header, its P/L section and the chart could each show a different return — stale stored values, two different cost-basis formulas and a chart baseline that ate day-one moves. All of them now derive from the same live value, re-marked at current prices while you browse, and "all history" on the chart equals your total return.
  • Charts update the moment a CSV import finishes. The rebuild queue had silently lost its worker, so imported transactions could take until the nightly job to show up in the graph. Imports now rebuild on completion, with a per-minute safety net for imports that finish in the background.

Polish

  • Dashboard cards now adapt to their own width, so half-width cards lay out properly instead of following the window size.

v0.2.0

Features

  • Two new platforms: Esketit and FF Forest. Export your statement and import it like any other platform. Esketit handles both the Ireland and Croatia exports (the column order differs between them); FF Forest reads its .xlsx directly. Interest, principal, deposits and investments are all mapped automatically.
  • Passive income on your dashboard. Right under your global total you now see what you've earned this month in interest and dividends across every portfolio — "This month you've earned €78.98".
  • The whole app is now in English. Every screen, chart, tooltip, table and importer has been translated. (The legal pages stay in Spanish — they're a Spanish-jurisdiction contract.)
  • Notable-move markers on the main chart. Days where a holding moved 5% or more day-over-day get a marker on the historical graph, so a big jump or drop is easy to spot and click into.
  • "Coming soon" platforms are clearly marked. Platforms we don't parse yet now show as "Coming soon · manual entries only" in the picker, so you know up front whether a CSV import will work or whether you'll be adding entries by hand.

Fixes

  • Portfolio value and return now agree everywhere. A stocks/ETF portfolio could show slightly different P/L figures across the Carteras list, the portfolio page and the positions card. They now all read the same source, so the number is consistent wherever you look.
  • The page refreshes itself after an import. New transactions, totals and the "last transaction" date used to require a hard reload to appear. They now show up on their own when the import finishes.
  • A failed import no longer costs you an attempt. If a file can't be parsed (or the upload errors out), your monthly import quota is refunded automatically instead of being spent on nothing.
  • Chart dates from past years no longer look jumbled. In the 1Y and Max views the axis showed "Jul 3" with no year, so the same day across 2023–2026 looked like duplicated, out-of-order dates. Long ranges now label the year too.
  • Missing market quotes don't drag down your P/L. When a fund's price hadn't published yet (common for European funds that report their NAV a few days late) the position was counted as a loss instead of being skipped. Fixed, and the price window was widened so those funds resolve correctly.
  • Help centre is public and share images load faster. The /help articles are no longer behind the login wall (so search engines and logged-out visitors can read them), and the social share image renders several times quicker.

v0.1.2

Features

  • Underlying assets in diversification. Hovering or clicking a crypto / stocks / ETF slice now shows the actual holdings inside — BTC, XRP, SP500, OKLO, etc. — with EUR value and share-of-platform. In Nested mode this aggregates across all platforms in the type so you see "how much BTC do I really have" at a glance.
  • Click-to-pin slice selection. Click a donut slice to lock the detail panel on it; hover keeps working as a peek while the cursor is over the donut, but the pinned slice takes over the moment you leave. Click the same slice again to release.

Fixes

  • Crypto values were stale until the next day. The daily snapshot cron ran 10 minutes before the price-refresh cron, so every day's numbers used yesterday's crypto prices. Tangem showed €2.495 in the per-portfolio chart while the dashboard donut showed €2.702 with today's prices. Re-ordered the crons (prices at 00:00, snapshot at 00:20) and added a value-override path so the snapshot writes the exact same number the dashboard reads.
  • Indemo doubled its value on the global chart. When Indemo was reclassified from P2P to Real Estate, the snapshot math fell into the stocks branch which counted both deposits and buys, doubling the value from €1.165 to €2.317 and inflating the global return by ~€1.000. The P2P-style detector now matches by platform name, not by the user-visible asset type — reclassifying a platform changes its colour bucket without breaking its math.
  • Stocks lagged on weekends. Yahoo doesn't price stocks at the weekend, so the SQL snapshot for MyInvestor read Friday's close while the dashboard showed live values. Snapshots now use the live values directly when available.
  • Diversification card overflowed on mobile. Header buttons no longer push past the viewport; the detail panel grid uses minmax(0, 1fr) and min-w-0 so long EUR strings truncate cleanly instead of expanding the card.
  • Nested mode "0 platforms" bug. Hovering a platform slice in Nested mode showed "0 platforms" in the detail panel because the branch gate checked the active mode instead of whether the slice itself was a single portfolio. Fixed by gating on portfolioId.
  • Click-link in Nested. The "open portfolio" link from the title pointed to a prefixed slice id; now uses the real portfolioId so the link works.

Polish

  • Platform colours derive from their asset type. Inside Crypto every platform is a shade of orange, inside P2P a shade of blue, etc. The donut reads as a family instead of a random rainbow.
  • Thinner outer ring in Nested mode. The outer ring is now half the thickness of the inner ring and sits tighter to it, so the primary breakdown stays dominant and the platforms read as supporting detail.
  • Indemo moved to Real Estate. Its product is real-estate-backed notes, not classic consumer P2P lending — both in your existing portfolio and in the platform catalog for future users.

v0.1.1

Features

  • Analytics page redesign. A KPI strip now anchors the top of the page — Balance, Invested, Return, all-time XIRR, Income YTD with this month's slice, and your best / worst platform side-by-side. The Performance chart stays where it always was. Income and Platform Balance charts now sit in a two-column grid below it on wide screens so you see twice as much without scrolling. Wide tables (XIRR, Income breakdown, Statement) stay full-width because they actually need the space.

Polish

  • Sections now use a tighter 24px gap instead of 32px — the page reads as one composition, not a stack of independent islands.

v0.1.0a

Fixes

  • Diversification chart no longer "slides" between slices on hover. Selecting a platform with many assets was making the detail panel grow, which re-centred the donut vertically — your cursor ended up on a different slice and triggered another hover, in a loop.

v0.1.0

Features

  • Diversification: by asset type. New toggle in the diversification card lets you slice your portfolio by P2P / Stocks / Crypto / Real Estate / Cash instead of by platform. Each type has its own stable colour so the chart reads as categories, not random hashes.
  • Nested sunburst view. A third toggle option draws two concentric rings — outer = asset type, inner = platforms inside that type. Hovering a platform highlights its slot under the parent category.
  • Platform colours derived from their type. Inside Crypto every platform is a different shade of orange; inside P2P every platform is a shade of blue. The chart finally reads as a family.
  • Underlying assets in the detail panel. When you select a crypto or stocks platform the right panel lists what's actually inside — BTC, XRP, SP500, etc. — with EUR value and share-of-platform.
  • Shareable diversification cards. Generate a public link to a frozen snapshot of your diversification. The card renders an Open Graph image so Twitter / WhatsApp / Slack show a rich preview. Optional EUR / % toggle, full URL printed on the image, high-DPI download button (3x).
  • Public changelog at `/news`. This page. Shows every notable release, what landed, in plain English.

Polish

  • Share-card brand wash redesigned as an LV-style dense monogram — small Horizon marks, tight grid, alternating row offset.
  • Footer of the OG image now prints the full share URL so anyone who screenshots it can still find the original.