Custom Price Configurations

This update introduces custom price configurations, giving users control over how specific assets are valued in their portfolio when market prices need to be adjusted.

Key enhancements include:

• Custom asset price overrides: Allows users to set a custom price for a specific asset directly from Settings, without relying solely on market data.
• Date-bound price control: Allows users to apply overrides from a specific date and time so pricing changes take effect exactly when needed.
• Integrated settings workflow: Allows users to create, update, and remove overrides through a dedicated Price overrides settings panel.
• Consistent portfolio valuation: Overrides now flow through current prices, historical prices, and portfolio calculations for a consistent view of value.
• Safer and clearer configuration: The interface guides users toward valid asset selections and presents override details more clearly for review and maintenance.

Whether tracking illiquid tokens (e.g., SAFTs) that won’t trade for some time, correcting a bad price feed, or simply recording what was actually paid for something, manual price configurations provide users full control over how their portfolio is valued.

PnL charts and performance insights

This update expands Profit & Loss (PnL) functionality with richer insights and new ways to visualize performance.

Key enhancements include:

• Aggregated PnL insights: View PnL in a more structured way to better understand performance across your portfolio.
• PnL over time: New time-series charts make it easier to spot trends, shifts, and inflection points.
• More flexible chart controls: Chart pickers make it easier to adjust time windows and the data series being displayed.
• Clearer breakdowns: Improved breakdown views provide more actionable performance insights.
• Improved chart readability: Formatting and presentation have been standardized for more consistent interpretation across charts.
• Improved consistency across the app: PnL calculations and presentation have been tightened up so charts and tables align more closely.

Transaction review and editing enhancements

We have enhanced the transaction experience with richer detail views and improved editing workflows.

Key enhancements include:

• More informative transaction details: Drill into underlying transaction details with clearer tables and structured views.
• Smoother editing flows: Updating transaction-related details is more straightforward and less error-prone.
• Expanded editing capabilities: Additional editable fields support keeping transaction records accurate over time.
• Better support for auditing activity: These improvements make it easier to review and validate historical activity.

Portfolio allocations charts and tables

This update introduces new allocations views designed to make it easier to understand portfolio composition and exposure.

Key enhancements include:

• New allocations pages: Explore how your portfolio is distributed across assets.
• Symbol grouping and filtering: Reduce noise by grouping assets where it makes sense, and filter quickly to focus on what matters.
• Charts and tables built for analysis: More structured visuals help you move from “what do I own?” to “how is it allocated?”
• Detailed drilldowns: Navigate from summary views into more detailed allocation data to support deeper review.
• Improved presentation for analysis: Enhanced grouping, sorting, and formatting make allocation tables easier to interpret.

Upgraded Accounts, Assets tables and Account Setup flow

We have upgraded the Accounts and Assets list experiences with faster tables, clearer layouts, and more powerful ways to explore your data.

Key enhancements include:

• Improved tables for browsing: Accounts and Assets lists are easier to scan, sort, and work with.
• Better filtering and grouping: Find what you need faster, especially in larger portfolios.
• Richer table context: Additional fields and improved presentation make it easier to interpret balances and changes at a glance.
• Improved account management workflow: The Account Setup experience provides clearer management actions and improved visibility into pending versus saved accounts.
• UI refinements across key screens: A series of layout and navigation improvements make day-to-day workflows feel smoother.

Historical snapshots and time-series charts

This update introduces support for viewing portfolio data over time, with historical snapshots that enable richer charting and analysis.

Key enhancements include:

• Historical balance snapshots: Your balances can now be captured over time to support trend analysis.
• More consistent time-series data: Snapshot timing and aggregation have been improved to provide more insightful charts.
• Expanded history views: Time-series charts across key pages make it easier to review account and asset history.
• Better performance for larger portfolios: These changes are designed to scale gracefully as your accounts and activity grow.

Enhanced sign-in, sign-out, and account access flows

This update includes a set of improvements to sign-in, sign-out, and account access, designed to support a broader set of application features.

Key enhancements include:

• Refined sign-in and sign-out flows: A more cohesive experience across core entry points.
• Clearer access control across the application: Improved alignment across authenticated pages and workflows.
• Expanded foundation for account and settings features: Enhancements that support richer account management and configuration experiences.

New Single-Asset Holdings View

This update introduces functionality that allows users to view all their holdings for a single asset across all accounts and chains in a dedicated page.

Key enhancements include:

• Single Asset Page: You can now navigate to a detailed view for any asset (e.g., USDC) to see a consolidated list of all balances, their corresponding accounts, and networks.
• Enhanced Filtering: The backend has been upgraded with more powerful filtering capabilities for balances, enabling the new single-asset view.
• UI Refinements: The single-account page has received a UI refresh, and breadcrumbs have been added to improve navigation throughout the application.
• Multi-Chain Account Display: We’ve improved how addresses are displayed for accounts that exist on multiple chains, providing clearer context and easier access to block explorers.

Redesigned Wallet Setup and Account Management

This update introduces a completely redesigned Wallet Setup page, providing a more intuitive and streamlined experience for connecting and managing your accounts.

Key enhancements include:

• New Setup Page Layout: A complete overhaul of the page layout and user flow for adding new accounts.
• Improved Account Management: We’ve introduced new tables and logic for managing pending and active accounts directly within the setup process.
• Enhanced User Feedback: The interface now provides clearer state management and contextual information through new UI elements, including informative popovers.
• Smarter Manual Entry: Adding accounts manually is now easier and more reliable, with improved address validation and sensible defaults.
• Real-time Updates: The setup page now leverages real-time events for wallet synchronization, ensuring you always see the most up-to-date information.
• UI Polish: Numerous subtle improvements have been made to the layout, text presentation, and overall visual consistency.

Hyperliquid Integration

We are pleased to announce the integration of Hyperliquid. This update brings comprehensive support for tracking your assets and activity on Hyperliquid.

Key features of this integration include:

• New Chain Support: Full support has been added for the Hyperliquid and HyperEVM chains.
• Transaction Syncing: Your transaction history on Hyperliquid, including trades, deposits, and withdrawals, will now be automatically synced.
• Balance Tracking: Balances held on Hyperliquid are now included in your portfolio, providing a complete financial overview.
• Market Data: The platform uses price data from Hyperliquid, ensuring accurate pricing and analysis.
• Asset Classification: We’ve introduced a new system to classify different contextual uses of the same assets, which is particularly relevant for activity on derivatives exchanges like Hyperliquid.