Product update
August 2026 update
Clearer funds, easier imports, and more detail about your portfolio.
Clearer investment fund display
We have improved how investment funds appear throughout FundStat. Clearer names, unit-class labels, and fund-manager logos help you recognize the right fund in search, your portfolio, and transaction history.
Find the right unit class
Search results put the fund name first, with the unit class and currency displayed separately.
Find a fundEasier instrument assignment during import
You can now resolve unrecognized instruments in one dialog. FundStat groups transactions with the same identifier and suggests a matching instrument. Apply your selection to every transaction in the group at once.
One assignment instead of repeated edits
Review the suggestion or search for an instrument yourself. Before confirming the import, you can undo an assignment or skip a transaction group.
Open importMore detail about position performance
The detailed positions table now includes realized and unrealized P&L, position fees, and total position P&L. You can also see how much of a position remains in your portfolio after partial sales.
Performance with costs included
Total position P&L includes the result of units already sold and accounts for position fees. A position runs from its opening until the quantity held returns to zero.
Explore position detailsBossa import from a single file
You can now import Bossa trades and cash movements together from one financial-history CSV exported from bossaWebTrader. There is no longer a need to prepare two separate exports.
One export, a fuller history
If you used the previous two-file import, review transactions from overlapping dates before confirming: some buy and sell transactions may not be recognized as duplicates.
Read the Bossa import guideClearer history with grouped transactions
Related operations are now grouped beneath their main transaction. Expand a row to inspect its details, or choose to show all related transactions.
Details when you need them
Grouping makes history easier to browse and helps you inspect the operations associated with a particular transaction.
Open transaction historyOther improvements
- Faster instrument search — We have optimized instrument search to help you find assets faster when exploring your portfolio and adding transactions.
- Exchange-rate sources — New labels show whether an exchange rate came from the import or was estimated using market data. Estimated rates include the reference date when available.
- Improved futures support — We have improved broker-specific margin estimates, mInwestor futures imports, and the handling of partial closes, expiry, and settlements.
- Smoother app performance — We have improved page and data loading to make everyday portfolio tracking smoother.
Thank you for your feedback
These improvements grew out of questions, reports, and ideas from FundStat users.
Have an idea for another improvement? Write to us or share it on Discord.