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Changelog

Follow new updates and improvements to InvMon.

Version 1.5.1

Version 1.5.1 of InvMon, released on August 23, 2026. This release focuses on rebalancing correctness and on making charts faster to work with:

  • Edit rebalancing targets straight from the charts: Enter key and double-click support

  • Rejecting the close of a position now withdraws the close for good

  • New warning when the portfolios in a group would add up to more than 100%

  • Fixes for locked instruments, rebalancing input validation and market scanner configuration saving

  • Numerous usability and stability improvements

Download and upgrade to this new InvMon release now!

Version 1.5.0

Version 1.5.0 of InvMon, released on August 18, 2026. We're proud to release this substantial update that includes the following changes and features:

  • Support for a wide range of new instrument types in connected Interactive Brokers® accounts — funds, bonds, futures, futures options and CFDs, each supported end-to-end: adding the instrument, quotes and charts, order submission, transactions and portfolio sync

  • New Option Picker — pick a call or put on any underlying by giving a strike window and an expiration window; InvMon selects the matching contract and adds it as a regular instrument next to its underlying (available with a Subscription or Lifetime license)

  • Long-term / short-term chart toggle — switch any instrument between its short-term and long-term chart range with a single click; ranges are configurable globally and per instrument

  • Chart and historical value improvements — harmonized weekly charts, improved chart drill-down and refresh, and more accurate historical instrument values

  • Improved portfolio sync — instrument type shown in the sync table, double-click support, and new refresh tool buttons for portfolio sync and open orders

  • Mobile access extended to crypto and currency positions

  • AI agent improvements — new scanner-agent and rating-agent tutorials and refreshed agent skills; set_sentiment is now a standard MCP feature

  • Perpetual License fallback — after 2 yearly subscription payments or 24 consecutive monthly payments you now automatically receive your Perpetual License and keep InvMon with all Lifetime features

  • Comprehensively revised in-app help — restructured tool and command reference, new sections for the Option Picker, chart ranges, number formats and transaction imports

  • Numerous usability, robustness and performance improvements — better import and current-price handling, improved exchange and adaptive-order handling, toast de-duplication, and a range of bug fixes (transaction sync, order limits, un-hiding instruments, CFD quotes, IB account currency breakdown)

Download and upgrade to this new InvMon release now!

Earlier updates