Portfolio Control v3.7.1

Portfolio Control v3.7.1

Small calendar layout hotfix.

Fixed

• Corrected the monthly calendar from an accidental 8-column grid to the intended 7-column Monday–Sunday layout.
• Restored correct weekday alignment for dates and trailing/leading month cells.
• Updated macOS build metadata to v3.7.1.

No portfolio data model, cloud sync, market data, risk-control, or rebalancing logic was changed.

Portfolio Control v3.7.0

Portfolio Control v3.7.0

Demo Mode, Multilingual UI & Personalization

New

• Demo Mode with a fully synthetic multi-asset portfolio for screenshots, demos and first-run exploration.
• Demo state is isolated from the real portfolio state in the UI layer.
• Demo edits are kept in session storage only; they are not written to the real SQLite database.
• Database beacon saves, automatic quote writes and Supabase sync actions are blocked while Demo Mode is active.
• A visible DEMO MODE banner makes screenshots clearly identifiable as synthetic data.

Languages

• Simplified Chinese (zh-CN)
• Traditional Chinese / Hong Kong (zh-HK)
• English (en)

Language preference is stored locally on each device and is not included in portfolio cloud sync.
User-authored investment notes, thesis text and decision-journal content are not automatically rewritten when the interface language changes.

Themes

Six built-in themes:

1. Ocean Blue
2. Emerald
3. Graphite
4. Midnight
5. Burgundy
6. Warm Sand

Theme preference is also device-local and independent from portfolio data.

Public Demo Dataset

demo_portfolio.json contains synthetic holdings, watchlist items, history, macro data, calendar entries and financial-news examples. It contains no real portfolio or credential data.

Packaging

• Version bumped to 3.7.0 in the Python backend, macOS bundle metadata, manifest and Windows version-info resource.
• macOS PyInstaller spec now includes demo_portfolio.json.

Notes

• Demo market prices and macro/news/calendar data are intentionally synthetic and locked for presentation consistency.
• External third-party content may remain in its original language; Portfolio Control's existing translation workflow remains available for supported news content.

Multi-currency base

• Added HKD, USD, CNY, EUR, GBP, SGD, JPY, AUD, CAD and CHF portfolio display currencies.
• Base currency is a local UI preference and does not alter native asset quote currencies.
• Portfolio totals, P&L, history, risk suggestions, simulator and value-based rebalancing inputs follow the selected base currency.
• Existing HKD accounting remains backward compatible internally.
• Physical-gold purchase and liquidation values can now record their own currencies while legacy HKD fields remain readable.
• Demo workspace and demo news content now follow the selected interface language.

Internationalization polish

• Completed an English UI audit for dynamically generated status, risk, macro, sync, quote and system messages.
• Fixed mixed-language output such as 已同步, 需处理, Data日, 未Settings, and Chinese risk-alert suffixes appearing in English mode.
• Dynamic translation now applies longer phrases before shorter fragments to prevent partial translations.
• Demo Mode cloud status is now always localized and cannot be overwritten by asynchronous real cloud status updates.
• Macro change labels use 1D / 7D / 30D in English.
• System dialogs (alert / confirm) follow the selected interface language.
• User-entered notes, asset names and third-party source content continue to remain unchanged.

RC3 i18n hardening

• Completed English localization for asset-entry and asset-class target dialogs.
• Completed English localization for P&L explanatory text and generated rebalancing content.
• Dynamic dialogs now re-apply localization after content is generated.
• Protected user asset names while translating system-generated rebalance messages.
• Fixed mixed Chinese/English placeholders and descriptions in English mode.

Portfolio Control v3.6.0

Cross-platform investment portfolio manager with cloud sync, risk control, financial calendar and macro indicators.