ValorGrid

Private and auditable investment portfolio tracking

Get it on umbrelOS

Version3.36.0-patch.1

CategoryFinance

Source codePublic

Developed byaivm23 1 app

Submitted byaivm23 1 app

Compatible withumbrelOS 0.5 or later

ValorGrid is a local-first portfolio tracker for recording, importing and analysing investment movements with SQLite persistence, local backups and a browser UI. Portfolio data stays on your Umbrel server; market price lookups are sent only to the configured market data provider for the requested symbol.

What's new

Version 3.36.0-patch.1+Sep 16, 2026

This update adds support for new storage management and configuration options being introduced with umbrelOS 2.0.

Previous ValorGrid 3.36.0 release notes:

This update adds encrypted backup support and improves backup and instrument handling.

Adds optional encrypted SQLite backups using a passphrase - Adds backup and decrypt flows for encrypted backup files - Fixes backup listing, download, deletion, and retention when plain and encrypted backups are mixed - Derives an empty instrument ticker from the Yahoo symbol when available

Version 3.36.0+Sep 14, 2026

This update adds encrypted backup support and improves backup and instrument handling.

Adds optional encrypted SQLite backups using a passphrase - Adds backup and decrypt flows for encrypted backup files - Fixes backup listing, download, deletion, and retention when plain and encrypted backups are mixed - Derives an empty instrument ticker from the Yahoo symbol when available

Version 3.34.0+Aug 5, 2026

This release improves portfolio imports, charts, backups, and container security.

Adds MyInvestor CSV as a known broker import adapter - Refreshes the portfolio history chart after editing a transaction - Improves backup filename uniqueness for rapid backup creation - Updates dependencies to address a security issue

Version 3.33.4+Jul 24, 2026

This release improves Excel imports, market data fallbacks, and container security.

Uses the Yahoo column in Excel imports as the provider reference for new instruments - Supports Excel import files up to 2 MB - Adds Yahoo Finance as a fallback for non-commodity price sources - Updates dependencies to address a security issue

Version 3.33.1+Jul 22, 2026

This release improves loading and transaction feedback across ValorGrid.

Closed loading dialogs reliably when the related operation finishes - Improved Alpha Vantage setup so cancelling or completing the assistant does not leave the loader stuck - Added clearer purchase and sale summaries while transactions are being processed - Improved error handling and double-submit protection for imports, exports, previews, updates, dividend preferences and related workflows

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