Command palette and keyboard shortcuts

Command palette

Press /, Ctrl+K (⌘K on a Mac), or click the magnifier in the top bar, and start typing. One box now searches the whole project — assets, accounts, transactions, tags, categories, regions, sectors, markets, currencies and bookmarks — together with every command in the app, from Go to Taxes report to a metric, period or filter. Enter opens the result. → lists what you can do with it, such as editing an asset or showing its history, without leaving the page you're on.

The palette reads the same syntax as Portfolio table search: commas for alternatives, - to exclude, * and ? wildcards, and "quoted phrases", which now work in tables too. Start with > to search only commands, # only assets, accounts, transactions and other objects, or @ your projects. Opened empty, it lists what you last viewed and ran on that device.

Keyboard shortcuts

Meny commands have a shortcut, shown next to it in the palette. Press ? for the full list. A few to start with:

• G then P, S, R, I or H opens Portfolio, Summary, Reports, Import or History; R then I, R or T opens the Income, Risk or Taxes report
• 1–9 switch the Portfolio metric, Shift+1–Shift+0 the grouping
• A adds what fits the page, such as an account on the Accounts tab; Shift+A always adds an asset
• S saves the view as a bookmark, G 1–G 0 opens your pinned bookmarks
• Z and Shift+Z undo and redo, T hides your numbers, L switches between light and dark

See Search and keyboard shortcuts for the rest.

Calculator

Type a calculation into the palette — 217,79 + 100, or anything after = — and the result shows first. Enter copies it. Press = anywhere to open straight into the calculator.

Other changes

• Group headers in tables show the group's totals.
• Table search adds ? for exactly one character, and each term matches a whole word, so soc gen no longer finds Société Générale while societe gen does.
• Long return charts, income columns, reports and tax calculations are faster.