SilverWiz has released version 2.6 of MoneyWiz with added investment account functionality that supports over 3700 institutions. MoneyWiz automatically refreshes the values of your holdings once per hour; supports stocks, bonds, options, ETFs, precious metals, and other commodities; and can handle all types of investment/brokerage accounts, including retirement accounts (IRA, 401k), self-managed accounts, and more. Because support for investment accounts requires a new database structure, you’ll need to update MoneyWiz for iOS to version 2.6 so that ; continues to work.
The personal finance manager also now marks newly downloaded transactions with “new” in the transaction status flag, fixes a bug related to an incorrect calculation of carried balance when creating a budget, resolves a scaling issue related to fullscreen mode on an iMac with 4K Retina display, and addresses a bug that caused the app to freeze on quit when automatic backup was enabled. ($59.99 annual subscription, free update, 26.3 MB, release notes, 10.8+)