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Polish treasury bonds, one account type with automations, and cashless wallets.
We have added support for Polish retail treasury bonds. Track their value and accrued interest alongside stocks, ETFs and your other investments. FundStat accounts for interest capitalization, payouts and redemption at maturity according to each issue's terms.
We have combined the previous simple and detailed accounts into one account type. Use file imports and manual entries in the same account, and choose auto-topups, auto-conversion, and auto-dividends when creating it.
The PKO BP Bonds export omits deposits. Enable auto-topups when creating your account: FundStat records a deposit when there is not enough cash to cover a purchase, using available funds first.
Explore auto-topups and automationsThe new Enable cashless wallet setting measures strategy performance without including uninvested cash or broker deposits and withdrawals. It is useful for strategies grouped by labels, including those spread across accounts. This feature is currently in beta.
In Accounts & Wallets, enable the setting when creating or editing a wallet and choose its accounts or labels. Include the full investment history: purchases, sales, income, fees and taxes.
Learn about cashless walletsHave a question or an idea for an improvement? Contact us or share your feedback on Discord.