Updated November 7, 2026
What changed in Monexa Hub: new features, improvements and fixes.
The ⤢ expand button, already on wealth evolution and dividends, is now on every chart: distribution by type on the Overview, both Transactions charts, My Finances (spending by category, 12-month trend, installments, cash forecast and each category page), Simulator, Options (history and report) and Returns. The chart opens larger in the center of the screen; Esc or clicking outside closes it.
Net worth over time (on the Dashboard and in the Portfolio) and dividends per month now have a button to expand the chart in the middle of the screen. Dividend bars are wider, and the charts now fill the whole card. The allocation card shows how much of the portfolio is in Brazil, abroad and in crypto, whenever something is outside Brazil. On the Dashboard, if you set targets you see the classes furthest from them, with a shortcut to the contribution plan. If you haven't yet, you see your largest positions and how much they weigh.
Once you enter B3's code and the import finishes, the portfolio goes back to the automatic sync, which runs once a day from 9 a.m., and usually won't ask for the code again. If you sync from the app before 9 a.m., that day's automatic sync is skipped and runs again the next day: a second login on the same day is what tends to make B3 send another code.
If you have more than one portfolio connected to B3, Settings now shows them all, with each one's status, and lets you sync them all at once. When B3 asks for a code, it's asked one portfolio at a time, and the dialog opens on any screen saying which portfolio it's for. And when B3's portal becomes unstable, the app pauses attempts for a while so no codes are sent for nothing, lets you know, and sends another notice as soon as B3 is back to normal.
The automatic sync runs once a day, from 9 a.m. Once you enter the code and the import finishes, it usually keeps running on its own in the following days. What tends to make B3 ask for the code again is a second login on the same day, so if you sync from the app earlier, the automatic one waits until the next day. If B3 asks for the code during the automatic sync, it stops and we ask you to reconnect, instead of retrying and sending e-mails. With several portfolios connected you validate one code at a time, and the dialog says which portfolio it's for: before, syncing two portfolios in a row could send one's code to the other. After a B3 failure, the app waits a little before trying again.
In Income, pick a class (stocks, FIIs…) next to the period and the whole screen shows only it: chart, received, yield on cost over that class's cost, top payers and history. The Simulator now starts with your portfolio value as the initial amount, and a button brings it back after you change it. And on each FII's page in Analyses, the magic number is highlighted: how many shares make one month's income buy a new share, with a shortcut to create the goal. Suggested by an investor who uses Monexa.
In Portfolio, click a column name to sort each class's assets: by asset, quantity, average price, price, position, % of portfolio, day or total return. The second click flips the order and the third goes back to the default; on mobile, use "Sort". The return columns are now called "Day %" and "Total return". In the contribution plan, each weight shows the slice it gives in the class, and "Equalize weights" puts everything back to equal parts. The cheapest ranking left the plan (it stays in Analyses); only your watchlist remains, to include when you want. Suggested by an investor who uses Monexa.
With Fixed Income split by index, the contribution plan spreads the class amount by each index's target instead of equal parts per bond: if Selic is furthest from its target, it gets the most. Bonds without an index are left out, with a prompt to fill it in, and an index with a target but no bond has its amount reserved. The change left over by whole shares now goes to a bond that accepts fractions and is still below target.
Fixed Income is no longer a single slice. In Portfolio and the Dashboard you see how much of your portfolio is in Selic, CDI, IPCA+, fixed rate and IGP-M+, adding up Tesouro Direto and private bonds (a fixed-rate CDB counts as fixed rate). In Configure Allocation you can split the Fixed Income target by index, for example 40% = 15% Selic + 15% IPCA+ + 10% fixed rate, and track what is above or below target. Suggested by an investor who follows us.
If you connect more than one B3 account, such as yours and a family member's, each in its own portfolio, you now get each portfolio's alerts. Before, when the first portfolio got a sync alert, the second one's could be skipped, including "reconnect your account".