What's New in Crypto Portfolio Tracker
Built for investors. Improved for everyone.
Every release makes your portfolio tracking smarter, faster, and more accurate. See what’s changed — and what’s coming next.
Changelog
Every update, every fix, every improvement.
Latest
v4.2.0
1 Jun 2026
- ✦ AddedCalculators tab — six handy crypto tools in one place: Profit/Loss, Break-even, DCA Average cost, long-term DCA Plan projection, portfolio Allocation & rebalancing, and a live crypto/fiat Converter. Most run instantly in your browser; only the Converter fetches live prices from CoinGecko
- ✦ AddedTarget Price (Investment Goals) — set a price target for each coin and a total target value for the whole portfolio. New "Target" column in the dashboard holdings table doubles as a progress bar (purple → amber → green) with a "+X% needed" / "goal reached" hint; new Portfolio Goal widget above the table shows total value vs. target with progress bar and dollar amount to go
- ✦ AddedBreak-even hint on the dashboard holdings table — hover a coin to see its break-even price and how far it is ("+X% needed to break even" or "in profit"); stablecoins excluded
- ✦ AddedAbout page refresh — new feature cards for "Target Prices & Portfolio Goal" and "Crypto Calculators"; updated Free / Premium feature lists
- ↑ ImprovedPolish translation (pl_PL) — all new strings translated
- ↑ ImprovedDeveloper: extension points so the Pro add-on can enhance the Allocation calculator (
sakurato_cpt_calc_alloc_toolbaraction,sakurato_cpt_calc_portfolio_assetsfilter, and awindow.sakuratoCptCalcAPIJS hook) — no visible change in the free plugin
- ✗ FixedTarget price hint now shows how much the price needs to rise to hit the goal (e.g. "+353% needed") instead of a misleading progress ratio
- ✗ FixedStale date in Add / Sell / Withdraw forms — the date field now always defaults to today when the form opens (previously it could keep an old date if the page had been left open)
- ✗ FixedUntranslated header on the Portfolio Settings page — now properly wrapped for translation
v4.1.1
25 May 2026
- ↑ ImprovedDefault chart time range set to "All" on Performance and ROI % charts (was 1 month)
- ↑ ImprovedActive legend item in the pie chart now highlights with its own segment color
- ✗ FixedDonut chart legend contrast in light mode — text color corrected (#9ca3af → #6b7280)
- ✗ FixedDonut chart text colors no longer inherit from the active WordPress theme (forced with !important, theme-aware hover/active states)
v4.1.0
7 May 2026
- ✦ Added"Create New Portfolio" import mode gated by plan — free build shows Merge / Replace only; Sakurato CPT Pro unlocks the Create New option
- ✗ FixedCron stampede — async price refresh now uses a 45-second transient lock so only one job is scheduled per batch, preventing 429 rate-limit errors from CoinGecko
- ✗ FixedPHP 8.1 deprecation warning (
strpos(null)) —cached_attimestamp now stamped correctly on both sync and async price fetch paths - ✗ FixedP/L Zones chart — red gradient now renders correctly for portfolios in loss (gradient was reversed, making the fill invisible)
- ✗ FixedMobile responsive tables — All Transactions, Sales History, and Snapshots tables now scroll horizontally on ≤782 px instead of collapsing to WP card layout
- ✗ FixedHoldings Distribution donut — center label positioning corrected in side-panel layout (absolute centering restored)
v4.0.0
4 May 2026
- ↑ ImprovedArchitecture change: plugin split into a free WP.org build and an optional Sakurato CPT Pro add-on. Reports and multi-portfolio management moved to the Pro add-on; the free plugin is fully functional on its own with no license or upgrade prompts
- ↑ ImprovedFreemius SDK removed from the free build (~3.5 MB smaller download)
- ↑ Improved4 extension hooks added so the Pro add-on registers its menus and features without modifying the free plugin
- ✦ AddedNative
uninstall.php— clean removal of options, transients, cron events, and database tables when the plugin is deleted - ✦ Added
wp_add_privacy_policy_content()— describes local-only data storage and CoinGecko coin-ID-only API requests in the WP Privacy Policy page
v3.5.0
3 May 2026
- ↑ ImprovedBreaking: all shortcode tags renamed with the
sakurato_prefix (e.g.crypto_portfolio→sakurato_crypto_portfolio). Update any existing pages that use the old shortcode names - ↑ ImprovedAll
wp_localize_script()global JS variables now use thesakuratoCpt*prefix — eliminates conflicts with other plugins - ↑ ImprovedAdmin page slugs renamed (
cpt-reports→sakurato-cpt-reports, etc.) for namespace safety - ↑ ImprovedAll in-plugin license checks and upgrade prompts removed from the WP.org build (WordPress.org Guideline 5 compliance)
- ✗ FixedCoinGecko Terms / Privacy URLs corrected (removed
/en/segment that failed SSL validation on WP.org) - ✗ FixedFreemius SDK loading guarded with
function_exists('fs_dynamic_init')to prevent conflicts with other plugins bundling Freemius
- 🔒 SecurityAdded
current_user_can('manage_options')capability checks to transaction delete and edit handlers
v3.4.0
30 Apr 2026
- ✦ AddedNew shortcode
crypto_portfolio_performance— 7 period cards (24H · 7D · 1M · 3M · 180D · 1Y · ALL) each showing % change, $ P/L, and a sparkline SVG - ✦ AddedPerformance Periods section on the dashboard — interactive toggle cards for 7 time periods; preferences saved per user in user_meta
- ✦ Added'Understanding the Numbers' explainer in About page — explains Total P/L vs Current ROI, how period P/L is calculated, and why 180D/1Y/ALL may show identical values
- ✦ AddedFree vs Premium plan comparison cards on the About page with an Upgrade button
- ↑ Improvedshow_values="false" parameter for pie and performance chart shortcodes — hides all $ amounts, ideal for anonymous public embedding
- ↑ ImprovedPeriod P/L calculation now uses profit_loss delta (isolated from cash flows) with total_invested_now as denominator — consistent scale with Current ROI widget
- ↑ ImprovedWP.org build: Reports redesigned as a free summary view (period metrics only); portfolio creation UI removed — single portfolio by design, no restriction code
- ✗ FixedReports page filter bar was broken — CSS class names corrected to match admin-reports.css BEM naming
- ✗ FixedWithdrawn total always showed $0 — caused by wrong transaction_type value in query ('withdrawal' vs 'withdraw')
- 🔒 SecurityAdded explicit current_user_can('manage_options') check at the top of the portfolio actions handler
v3.3.0
29 Apr 2026
- ↑ ImprovedPerformance: price cache moved from wp_options (autoload=yes, 150–300 KB loaded on every WP request) to a dedicated database table wp_cpt_price_cache
- ↑ ImprovedStale-while-revalidate — frontend requests always return immediately from the DB; stale prices refresh in the background via WordPress cron
- ↑ Improvedsleep() calls (rate-limit protection, 429 backoff) removed from the request path — they now execute only in background/cron context
- ↑ ImprovedAtomic INSERT … ON DUPLICATE KEY UPDATE upserts eliminate race conditions when multiple cron jobs run in parallel
- ↑ ImprovedFilterable TTL values — override via sakurato_cpt_price_cache_soft_ttl (default 5 min), _hard_ttl (30 min), _top_coins_list_ttl (24 h) filters
- ↑ ImprovedExisting installations automatically migrate old cache data on first update (idempotent migration)
- ✗ FixedTop coins list (sakurato_cpt_top_500_coins_list) now saved with autoload=no
v3.2.0
28 Apr 2026
- ★ PremiumReports sections (Buy, Sell, Withdrawal, Tax Summary) are now a Premium feature — free users see a preview of up to 3 rows per section with a blur/lock overlay and upgrade prompt
- ↑ ImprovedUpsell admin notice updated to highlight Reports access as a premium benefit alongside multiple portfolios
- ✗ FixedWithdrawal modal coin list failed to load due to an incorrect AJAX action name
- ✗ FixedPlugin Check compliance — SQL interpolation annotations, missing translators comments, direct DB query suppression
v3.1.1
28 Apr 2026
- ✗ FixedMoved all inline style/script blocks to wp_add_inline_style() and wp_add_inline_script() for WordPress.org compliance
- ✗ FixedAdded wp_strip_all_tags() escaping for dynamic CSS output in shortcode chart styles
- ✗ FixedEnqueued admin-inline.css for P/L cards, price cache indicator, and time filter styles
v3.1.0
28 Apr 2026
- ✦ AddedReports tab — Buy Transactions, Sell Transactions, Withdrawals, and Tax Summary sections with year / month / portfolio filters
- ✦ AddedPer-section Chart.js charts: funding-source donut (buys), monthly bar (sells), destination donut (withdrawals)
- ✦ AddedColumn sorting and pagination (10 rows / page) on all Reports tables
- ✦ AddedCSV export per section in Reports
- ✦ Added6 summary metric cards — Total Invested, Total Sold, Withdrawals, Net Capital Flow, Avg Buy Price, Avg Sell Price
- ✦ AddedInformational description in each Reports section explaining what data is shown
- ✦ AddedDownload PNG button in Social Share widget — canvas-based export, no server dependency
- ✦ AddedSnapshots Management page now includes portfolio selector and portfolio info bar
- ✦ AddedShortcode Generator expanded with 19 new parameters and dynamic show/hide per shortcode type
- ↑ ImprovedCSS isolation for all shortcodes — styles no longer affected by the active WordPress theme
- ↑ ImprovedPie chart vertical layout — tighter padding, legend fills full width, full coin name hidden in legend
- ↑ ImprovedAdmin menu order: Dashboard → Transactions → Snapshots → Portfolios → Shortcodes → Import/Export → API → About
- ↑ ImprovedReports mobile layout — tables scroll horizontally; less critical columns hidden on small screens
- ✗ FixedSales History: internal portfolio swaps (USDT → Internal) excluded — only real asset sales shown
- ✗ FixedBuy History: companion stablecoin entries from sales (Sale_proceeds) excluded
- ✗ FixedMonthly Sell chart totals no longer include internal swaps
- ✗ FixedTax Summary groups by coin ID — same asset with different symbols (BTC / BITCOIN) now appears as one row
- ✗ FixedTax Summary Withdrawals column was always $0 — now correctly sums withdrawal values
- ✗ FixedTotal Transactions metric and section badge counts now show actual transaction count, not grouped row count
- ✗ FixedBuy chart legend colours now match the chart slice colours
- ✗ FixedAbout page showed hardcoded version 'v2.6' — now uses the CPT_VERSION constant
- ✗ FixedDark mode: pie chart background colour is now consistent with other dashboard charts
- ✗ FixedAll Transactions table sort — corrected data attribute names (data-sort → data-column)
- ✗ FixedP/L zone card borders were overridden by CSS isolation block — restored via increased specificity
- ✗ Fixed'Show P/L Zones' toggle showed a double dot caused by theme CSS — redesigned as a native button element
v3.0.1
17 Apr 2026
- ✗ FixedPublic view (non-logged-in users) showed wrong coin quantities — sold coins were not deducted from holdings
- ✗ FixedPublic view showed inflated Cost Basis and Portfolio Value due to missing sales deductions
- ✗ FixedRealized P/L displayed as $0 / "No sales yet" for guest users instead of actual value
- ✗ Fixedget_current_portfolio_id() public fallback scoped to site admin — previously could return any user's default portfolio
v3.0.0
16 Apr 2026
- ✦ AddedFreemius integration — license management, upgrade flow, and account page
- ✦ AddedDark mode with theme toggle in the command bar
- ✦ AddedResponsive layout — dashboard adapts to tablet and mobile screens
- ✦ AddedROI Performance chart with 24H / 7D / 1M / 3M / 1Y / ALL time-range filters
- ✦ AddedSocial Share widget — generate a portfolio snapshot image
- ✦ AddedWithdrawal transaction type
- ✦ AddedPortfolio Notes — free-text notes per portfolio
- ✦ AddedImport / Export modal with JSON and CSV support
- ✦ AddedToast notification system
- ✦ AddedDashboard collapsible sections
- ★ PremiumUnlimited portfolios per site (free: 1 portfolio)
- ↑ ImprovedAdmin dashboard layout — metric cards, chart grid, Portfolio Health row
- ↑ ImprovedPrice cache reliability and cache status indicator
- ✗ FixedAll dynamic output properly escaped (WordPress.org compliance)
- ✗ FixedChart.js moved to local bundle — no external CDN calls
- ✗ FixedROI chart canvas height on mobile screens
v2.5
10 Nov 2025
- ↑ ImprovedDashboard performance — faster load and metric calculations
- ↑ ImprovedImport / export — better error handling and format validation
- ★ PremiumMulti-portfolio support moved to Premium tier
- ✗ FixedVarious bug fixes and stability improvements
v2.0
22 Jul 2025
- ✦ AddedPortfolio snapshot and forecasting features
- ✦ AddedStablecoin tracking (USDT, USDC, DAI)
- ↑ ImprovedChart visualizations — smoother animations and better tooltips
v1.0
1 Mar 2025
- ✦ AddedInitial release — transaction tracking, CoinGecko price data, basic portfolio view
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