My Wealth release notes

• A reorganised desktop ribbon with commands that adapt to the window width and an option to collapse it. Coloured icons make actions easier to find throughout the application.
• A new Checks panel identifies missing currency conversions and budget transfer cycles, with links to correct them. Incomplete results are clearly marked.
• Clearer wealth rankings, with references for twenty countries and the world, and explanations of the data used.
• − and + buttons make the monthly passive-income target easier to adjust.
• On Windows, the window size and position are remembered. The local AI assistant’s catalogue shows all compatible versions of available models.

On 24 October 2026, this version also becomes available on Linux as AppImage and .deb packages, with file management, encryption and the optional MCP server. Linux availability follows the Windows release of 19 October.

Read about version 1.7.6 · Discover Linux availability

• A new Update Center schedules reviews of accounts, property and investments, shows due dates and lets you enter new values.
• On Windows, smart import accepts an image, a CSV, TSV, TXT or OFX file, or a PDF containing text. Local AI proposes changes; you can correct them and choose which to apply. This replaces the former CSV/Excel import.
• Monthly movements in Situation show deposits, withdrawals and loan repayments, with their currencies and available historical conversions.
• Ownership structures, accounts and contracts can be created independently of an asset. Empty items remain accessible.
• Financial data from My Wealth Live can be accessed through the local AI assistant and applications connected via MCP when these services are available with the licence.
• Fixes for duplicate reviews, unexpectedly closing dialogs and several analysis errors during smart import.

Read about version 1.7.5

• A new Wealth Journal records meaningful changes to assets and liabilities, together with results calculated on those dates. Existing history is migrated automatically.
• Investment goals are brought together in a dedicated view, with custom ordering, monthly projections and scenarios for the whole portfolio.
• The budget retains the amounts and currencies of completed operations, reconciles investments by goal and remembers exclusions.
• Optional dates for assets, loans, accounts, contracts and ownership structures. Precious metals also have an explicit average unit purchase price.
• On Windows, automatic or manual selection of the local AI engine to suit your hardware, new compatible models and improved GPU acceleration management.

Read about version 1.7.0

• On Windows, a new local AI assistant answers questions about portfolio data, with permissions set for each file. Models can be installed and managed from My Wealth.
• An optional MCP server connects an external application to the portfolio, with configurable read and write permissions.
• Expanded investment goals: multiple assets, accounts or contracts, a choice of target currency, liability exclusion and direct access to budget contributions.
• Clearer exchange-rate handling: retrieval with Live, manual entry and explicit notices for unavailable conversions.
• More readable history charts, corrected currency calculations for goals and contributions, and safer deletion of accounts, contracts and ownership structures.

Read about version 1.6.0

• New investment goals for reaching a value, minimum allocation or passive income, within a chosen part of the portfolio.
• Planning based on a monthly investment or target date, with the required contribution calculated and linked to the budget.
• Return assumptions, optional income reinvestment, trajectory tracking and the ability to pause a goal.
• Desktop navigation reorganised into a collapsible sidebar, with integrated portfolio search.
• A Getting started guide for creating a portfolio and finding useful first actions. Accounts, contracts and ownership structures can be created directly from their selectors.

Read about version 1.5.0

• A smartphone interface and Android application, with bottom navigation, command menus and touch-friendly dialogs.
• Optional password-based encryption of the .mywealth file, including backup protection.
• On Android, file opening and sharing, automatic saving and offline work, with synchronisation when the file provider becomes available again.
• My Wealth Live on Android for finding assets and updating market prices, precious-metal prices and exchange rates.
• Net wealth variation history, with monthly movements and yearly summaries. Improved OneDrive synchronisation and small-screen layouts.

• A new monthly budget for managing multiple accounts, tracking the current month and planning future months.
• Recurring or one-off income and expenses, shared categories, completion tracking and support for multiple currencies.
• Links between the budget and asset income, property expenses, loans and regular investments.
• Transfers between accounts, minimum reserves, month-end balances and estimates of the amount available after the budget.
• Portfolio sorting by performance. Calculation fixes prevent completed operations from being counted twice, and value masking protects sensitive budget amounts.

• A new Passive income tab with an overview, history, breakdown and income details by asset, account, contract, ownership structure or owner.
• Monthly and annual income projections, with a view before associated loan repayments while retaining asset expenses.
• A monthly passive-income target, progress tracking and an estimated completion date based on history and known loan maturities.
• Easier-to-navigate history charts and date-based history corrections, including owner records.
• A new .mywealth file format brings together data, history and images. Older files are migrated automatically.

• Multiple owners, individuals or companies, with ownership shares and net wealth tracking for each.
• Personal loans with repayment schedules, fixed-rate calculations or manual tracking, linked to the relevant property or investments.
• Deposit, withdrawal and transfer operations between savings accounts and cash investments, with currency conversion.
• Performance tracking by account or contract and net wealth goals with an estimated remaining time.
• Reorganised Situation view and history charts; easier searches for accounts, contracts and ownership structures. Seven additional languages join the application.