Company Search, Cost Basis, Holdings Pricing, and Three Chart Fixes

A better company search, a clearer CSV import, plus eight fixes: two on holdings, one on the news feed, one on the calendar, one on trade detail and three on the charts.

A CSV import tells you when a sell was left out. If a file contains a sell with no earlier buy to match it against, the import used to drop it silently. It now says how many were left out and that a file with more history will bring them in.

Find a company by any word of its name. Searching for "micro" now reaches Advanced Micro Devices and "alto" reaches Palo Alto Networks, where before only the first word of a name would match. Hyphenated names like Coca-Cola and T-Mobile work the same way.

Cost basis stops going unknown. A sale and the deposit that funded it could be booked in the wrong order when they shared a timestamp, leaving the asset marked as unknown cost for good. Credits are booked first now.

A bad exchange rate no longer prices a holding. A rate of zero or worse was multiplied straight into the price, valuing a non-USD holding at nothing and taking the account total down with it. Those rates are refused now, and the holding shows as unpriced instead.

The news feed stops silencing itself. A source that returned most of the feed was still counted as failing, which would have muted it over the following hours. Sources are now judged on what they deliver, queries are spaced out so they stop tripping the provider's rate limit, and a connection that dies before it sends anything is retried instead of counted against the feed.

Trades from venues we cannot chart open cleanly. A trade imported from a broker with no price feed behind it, like Binance TR, IBKR, DEGIRO or Revolut, used to fail loudly instead of just showing no candles. The trade opens normally now and the chart area stays empty.

Companies stay on the calendar on their earnings day. They used to drop off that morning and reappear a quarter later.

Bull Bear Power plots its own value. It drew its two legs but never the sum they add up to, which is the number it is named after.

Pip counts stop doubling. A stray off-grid price was making the tick estimate finer than the market really is.

Drawing labels get out of the way. The stats label could cover the line it measured, the grab handle, or rows it had to hide.