Notes and Merge Log:

If notes are removed via syncing between devices its logged and a restore option is now available

Further fixes to APY.

Resolved bug with previous version

Improved APY collection as well as several errors

Improved backup / restore of notes and other user created features.

Sharing across computers is now implemented. For this first step, it will pull anything from all computers and you will have to delete or modify.

Also has a merge report and file for troubleshooting.

Further fixes to APY column

Fixed Version # and APY column

Improved APY column integration

Version 1.4.1 Update

• Option price badge - Call and put rows now show the underlying stock's current price so you can see at a glance if you're in or out of the money
• Robinhood link - The quick info popup now has a direct link to open the security on Robinhood
• Refresh APY button - The purchase history drawer now has a button to clear and recalculate the APY from scratch
• Storage warning fixed - The "sync storage full" notification no longer pops up on every page load
• APY hover details - Hovering the APY cell now shows the method used, lot count, date range, cost basis, and current value
• Excel date format - Dates in copied lot data are now formatted so Excel recognizes them as actual dates
• Purchase history drawer - The drawer now expands to show all lots without a scrollbar, and rows below it move down to make room
• Copy bar always visible - The Excel/Discord copy buttons appear immediately when you open a drawer, before the APY finishes calculating
• APY calculation timing - Waits 2 seconds after opening a drawer before calculating APY, giving the page time to fully load long purchase histories

Version 1.3.1 Changes vs 1.0.1

APY/XIRR Calculation Accuracy
- Zero cost basis lots (DRIP shares) Previously excluded entirely. Now correctly counted toward current value

APY Display Improvements
- Column renamed from "XIRR (APY)" to "APY".
- Positions held < 7 days show "TBD" instead of explosive annualized values; tooltip shows what XIRR would be.
- APY > 999% displays ">999%" with actual value on hover rather than a raw number that breaks the column layout.
- Short positions (qty < 0) show "N/A" with tooltip explaining APY doesn't apply, instead of a misleading negative value.

APY Column Sorting (entirely new in 1.3.1)
- Matches Fidelity's convention for financial columns.

New APY/XIRR and CAGR Columns
Color coded green/red based on length of ownership
Sortable
Toggleable via settings panel

Quick Info Popup Enhancements
Hard refresh button to re-capture cost basis lots without leaving the page
Discord copy respects new settings (cross-account header toggle, account ID masking toggle)

Column Header Context Menu
Right-click any column header to toggle visibility
Works for both native Fidelity columns and injected columns
Synced with settings panel toggles
Persistent label cache so hidden columns can be re-shown

Copy Purchase History Button
Button injected into the tax lot drawer to copy lot data as Excel-formatted TSV or Discord text

Discord Copy Settings
Toggle whether to show "Cross-Account Ownership" header
Toggle whether to show masked account numbers

Extension Options Page (full new page)
Accessible via ⚙ Options button in the popup header
View and edit all price alerts
View cost basis data with override editing
View and manage notes
Full export/import/clear data management

Bug Fixes
XIRR descending sort was mixing accounts
Copy lots button was only copying first 10 rows