Product update
July update – funds, futures, and a better way to manage your portfolio
In July we expanded the instrument catalog and improved everyday portfolio workflows, from organizing transactions to importing data.
July 2026 overview
In the previous update, we announced that more instrument types were coming to FundStat. Polish investment funds and futures contracts are now available in the app.
We also added GBP as a default currency, transaction labels, expanded Asset Analysis, redesigned the Import Assistant, and introduced a referral program.
New instruments: futures and investment funds
We expanded the FundStat instrument catalog with Polish investment funds and futures contracts listed on the Warsaw Stock Exchange. Funds can be searched and added to a portfolio like other assets. For futures, the app accounts for contract-specific details including the multiplier, nominal value, position result, and estimated margin.
A more complete portfolio view
This is a major step for investors combining stocks and ETFs with funds or derivatives.
Learn more about futuresBritish pound as a default currency
We added GBP to the list of default currencies. You can use the British pound as the main currency for your view, and FundStat will convert portfolio values, results, and charts into GBP.
A portfolio measured in GBP
This is especially useful for investors active in the UK market or those who measure their portfolio in pounds.
Set GBP as your currencyTransaction labels and more flexible wallets
You can now assign your own labels to transactions, such as “Dividend Strategy,” “Core,” “Satellite,” or the name of an investor you follow. You can then build a wallet from entire accounts, transactions with selected labels, or both sources at once.
Strategies across broker accounts
A single strategy can include selected transactions from several broker accounts without changing the source account structure.
Read about labels and walletsMore detailed Asset Analysis
We expanded the Asset Analysis chart. Alongside price history, you can now display the historical cost basis of your position and markers for buy and sell transactions.
Position history on one chart
The new overlays make it easier to see how the average cost changed and when individual transactions took place.
Open Asset AnalysisRedesigned Import Assistant
The redesigned Import Assistant simplifies the entire process into two stages. First, upload your file and verify the automatic column mapping. Then review the recognized transactions, resolve any issues, and confirm the import.
More control before importing
Clearer steps, sample values, and filters for errors and missing symbols help you catch issues before data reaches your portfolio.
Try the Import AssistantFundStat referral program
We launched a referral program for FundStat subscribers. Your personal referral link is available in the Subscription section. When an invited person creates an account and becomes a paying user, both sides receive credit toward a FundStat subscription.
A benefit for both sides
You can track referral and credit statuses in the app without seeing the invited users' personal details.
Open the referral programJoin the FundStat community on Discord
Have a question about the app, an idea for a new feature, or want to talk with other users? Join the FundStat community on Discord.
Stay close to FundStat development
It is the best place to share feedback, get help, and follow what is coming next in FundStat.
Join our DiscordOther improvements
We also shipped many smaller improvements across imports, market data, calculations, and everyday usability.
As always, we build FundStat around real user needs. If you have an idea, notice a problem, or need a particular instrument or import, let us know.