yourfinance
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Which Mac? Apple menu → About This Mac shows the chip.

Install steps and checksums

Changelog

What changed

A few lines per release, written for the people who use it. Newest first. Follow along with the RSS feed, and see what comes next on the roadmap.

1.19

  • The premium-adjusted basis is kept per account: hold one ticker in two accounts and premium earned in one never lowers the other’s basis. A position shows the combined figure with each account’s own under it. Records from earlier versions are converted once, after a backup, and an old import’s split by shares can now be set account by account.
  • Every trade you record is dated by the day it happened, not the day you entered it, including closes, rolls, assignments and call-aways; an expiry is dated by its expiry day. Trades entered earlier are offered their own day, and that change can be undone.
  • The tax-year file includes your closed journal trades, the Dutch holdings on 1 January follow each trade’s own day, and journal and exchange trades are dated by your local day.
  • Archiving a ticker keeps its realized history in income and the tax-year file, asks again while shares or options are still open, and Bring back undoes it.
  • Imports read files saved from Excel with semicolons and decimal commas, and Excel’s Unicode Text; a number that could be read two ways is shown on its row, not guessed. A fraction of a share from IBKR or DEGIRO asks for the whole shares to track.
  • A connector’s trade in another currency than your display currency, or one whose currency the broker does not name, waits in the preview, as file imports already did. Trading 212 is read through its current API; Saxo’s trade report names no currency, so its trades wait too.
  • A restore or a history import cut off by a crash or a power cut is put back on the next start, with a notice. An unreadable record is named instead of hiding every position, and backups of long histories restore again.
  • If the trial’s start cannot be saved, the trial does not start over. The app ships its end-user licence, which repeats the terms of sale, and the licence notices of everything it bundles.
  • On Windows, the zip edition’s activation link opens the copy you are running. On a Mac, the daily schedule is never installed for a copy running from the disk image, and Settings offers to reinstall it when it points at a copy that has moved.

0.4.0-beta.18

  • Broker imports keep grouped numbers: 1,234.56 from IBKR, DEGIRO or Trading 212 is no longer read as 1.23456. A price or fee the file quotes in another currency than your display currency now asks you for the amount instead of being shown as if it were in your currency.
  • Restoring a backup changes nothing unless it can finish: a file that cannot be restored is refused with its reason before anything is touched, and a restore that fails half way puts your current records back.
  • A file that antivirus or a sync client holds for a moment is no longer treated as corrupt and moved aside, a full disk can no longer stop yourfinance from opening, and a settings file from a newer version is kept instead of overwritten.
  • The tax-year export leaves out entries you undid, and wheel cycles from a history import keep their real start and end dates, so their annualized return is right.
  • An activation link asks before it replaces a different key, connector requests never follow a redirect with your credentials, and the log keeps error types only.
  • Revolut X now works on Intel Macs, every build carries the licence notices of the packages it ships, and urllib3 is updated to 2.8.0.
  • On Windows, Settings says that the app posts no notification banners and no longer offers a daily schedule; in the Microsoft Store edition, Backups says to export a backup before you uninstall.

0.4.0-beta.17

  • Export backup and the CSV, report and calendar exports now ask where to save the file, starting in your Downloads folder, on a Mac and on Windows. In 0.4.0-beta.16 an export said it was done, but no file reached you.
  • Help → Send feedback → Open mail app now opens your mail app with the message ready. In 0.4.0-beta.16 the button did nothing on a Mac; Copy message worked and still does.
  • A backup exported with 0.4.0-beta.16 was kept in yourfinance’s own folder: on a Mac in ~/Library/Application Support/yourfinance/product/exports, on Windows in %APPDATA%\yourfinance\product\exports.

0.4.0-beta.16

  • yourfinance for Windows: a zip for Windows 10 or 11, 64-bit. It is not code-signed yet, so Windows may show “Windows protected your PC” (More info, then Run anyway), and where Smart App Control is on, Windows blocks it.
  • Buy Beginner and Buy Pro open the pricing page, which shows whether checkout is open, instead of a checkout link that could go stale.
  • The Help Center describes only what this version does: the articles about AI research and live quotes appear only in builds that include them, and the privacy article lists what can leave your computer.
  • Text that said “this Mac” now says “this computer”.

0.4.0-beta.15

  • Signed with a Developer ID and notarized by Apple, so macOS opens it without an “unidentified developer” warning.
  • Builds for both Apple Silicon and Intel Macs; pick the one for your chip on the download page.
  • The Decision Desk no longer suggests a roll or a close, and the roll-candidate strike picker is gone. Its quote-based facts, such as delta, need live quotes, which are not in this version.
  • Live stock and option quotes and Ticker Intelligence are not in this version: their only quote source does not allow use in a paid app. Enter those prices yourself. Crypto prices, behind their own switch, are unchanged, and nothing in your records is deleted.
  • The position-size calculator states its result when the edge is negative: the formula sizes the position at 0% of the account.
  • The app bundle now includes its licence texts, as the terms promise.

0.4.0-beta.14

  • A 10-day free trial, full features, then read-only until you buy; Beginner and Pro keys unlock offline, and nothing is deleted when a trial ends.
  • Feature switches: every optional capability off by default and hidden until you turn it on.
  • A sample workspace on first launch, kept out of every export.
  • Crypto holdings behind their own switch: buys, sales, transfers and network fees lot by lot, realized crypto income in the income summary and CSV, an allocation tile, and opt-in prices from DefiLlama with Kraken as fallback.
  • Phone link, behind its own switch: pair the free yourfinance companion for iPhone and Android (not in the App Store or Google Play yet) over your Wi-Fi to see your Decision Desk on the phone, and add the fills you note there under Import → From your phone, with their photos. How it pairs.
  • Imported histories now give the numbers Positions gives: premium earned before the shares arrived counts in the premium-adjusted basis, and an option can’t be marked expired before its expiry date. A position imported with an earlier version is offered a one-time correction of its basis, which Undo reverses.
  • Downloads come from this site: each build, its SHA-256 and its signing state on the download page, with no third-party host in between.
  • Beginner is one account, with every analysis tool; a second named account needs Pro, and the app says so where it happens.
  • Fixes you would notice: the income summary filtered by account now files undos, rolls and corrections under the account they touched; premium collected follows a corrected premium; correcting a share lot corrects the cycle’s capital basis; a same-day buy-write imports in the order it happened.

0.4.0-beta.13

  • An Intel build joins the Apple Silicon one; each Mac gets its own download.
  • The release verification harness runs against the packaged app with the network blocked, so a build that phones home cannot ship.
  • Runbook and requirements copy now say plainly what is and is not signed.

Number: 2 macOS slices, 0 network attempts in verification.

0.4.0-beta.12

  • OpenRouter connects through your browser with PKCE; the key lands in the macOS Keychain, with an explicit cancel and reconnect.
  • Light, Dark and Paper themes in a responsive workspace.
  • External AI, web research, live market data and position context stay independently opt-in; no provider is contacted until you act.

Number: 34 of 34 release checks passed in the frozen runtime.