GlassFolio 1.0.1 — Fixes and Polish
- ImprovedSmall refinements across the app and the public site.
- ImprovedA few bugs fixed for smoother everyday use.
GlassFolio 1.0 — Flagship Release
- NewSelf-hosted Docker edition with local server vault persistence, eliminating browser storage limits while staying 100% offline-first.
- NewClient-side end-to-end encryption (AES-256-GCM) with biometric passkey authentication and automated Google Drive key backup.
- NewComplete multi-account aggregation across PEA, brokerage CTO, crypto wallets, life insurance, and savings books.
- NewUniversal import engine featuring automatic broker format detection, dynamic column mapping, and point-in-time snapshot reconciliation.
- NewFrench tax assistant with Cerfa 2042 & 3916-bis simulation, capital gains calculation on PEA withdrawals, and flat-tax vs progressive scale comparison.
- ImprovedHarmonized global animation clock across all dashboard metrics and analytics, instant timeline range switching, and responsive Progress hub navigation.
- NewExtensible asset allocation supporting alternative asset categories with dynamic, theme-stable color generation.
- ImprovedReal-time notifications and intelligent alerts center for balance variations, quest achievements, and security events.
- NewThe public site now has its own French pages, at addresses you can share and bookmark.
- ImprovedPublic pages now reach search engines complete, with their own title and description, so GlassFolio is easier to find. A full review of how it appears to AI assistants too, with a sitemap for each language.
- ImprovedThe tax guide and optimization table show the flat-tax and social contribution rates of each year, with their exceptions.
- NewThe cookies page has a simple switch to turn audience measurement on or off at any time.
- ImprovedBetter text contrast and larger tap targets on the public site, including on mobile.
- NewConnect Claude Code, Codex, Cursor or Antigravity to GlassFolio: they call its tools on your own data through your open, unlocked tab, and every change waits for your approval.
- NewA documentation page for the MCP server: how it works, how to connect your AI client, and the list of its 35 tools.
- NewOne prompt to copy into Antigravity, Cursor, Claude Code or Codex: it sets up the connection by itself and leaves you two things to paste, the address and the token.
- ImprovedThe MCP settings show one AI client at a time, with its own configuration, and the commands to manage the connection are always in view. Small info bubbles explain why the token is needed and which requests still ask for your confirmation in autonomous mode, a list that updates by itself.
- NewA third AI mode, Autonomous: the assistant, a local Ollama model and your AI clients can create and change goals, transactions and alerts without asking you each time. A warning explains the risks before you turn it on.
- NewA contact page that tells you where to write for your data, a bug or a security concern.
Universal AI MCP Server & Engineering Architecture
- NewBuilt-in Universal MCP server exposing portfolio inspection and simulation tools directly to Claude Desktop, Cursor, and external AI agents.
- NewIntegrated private AI copilot supporting local Ollama models and private BYOK API keys for instant conversational financial insights.
- ImprovedOverhauled architecture with strict offline-first state boundaries, simulated latency resilience, and full multi-theme support.
Fee Analysis, Compound Cost Drag & Sector Allocation
- NewFee breakdown analytics uncovering transaction expenses, management ratios, and long-term compound cost drag against portfolio growth.
- NewMulti-series comparison chart tracking your positions against benchmark indexes and risk-free rates with consistent color palettes.
- NewSector and geographic diversification breakdown highlighting portfolio exposure and asset concentration risks.
Gamification Engine & Financial Rank System
- NewProgress and Gamification hub introducing financial experience points (XP), progression levels, and weekly savings consistency streaks.
- NewUnlockable financial milestones and badges rewarding disciplined investing, emergency fund constitution, and asset diversification.
- ImprovedRedesigned financial overview dashboard featuring real-time net worth calculation and interactive asset allocation rings.
Portfolio Foundation & Market Valuation
- NewFoundational portfolio tracking engine supporting transactions, realized and unrealized gains, and cash accounts.
- NewReal-time and historical price tracking for equities, ETFs, and cryptocurrencies with live valuation updates.
- NewCSV transaction import supporting standard broker exports with automated duplicate detection.