Updated November 7, 2026

What's new

What changed in Monexa Hub: new features, improvements and fixes.

Contribution plan: when nothing is suggested, it says why

With "only buy below my average price" on, the only class below target could hold just assets above your average price, and the plan showed the whole amount as "left over". Now it explains what blocked it and offers the fix in one click. Each asset's weight within its class is also always within reach, even in classes that get nothing this time.

  • ImprovedA notice with the reason when the plan suggests nothing, plus a button to fix it.
  • Improved"Show assets and weights" on classes that get nothing: each asset's weight without clearing the amount.
  • FixedA blocked class no longer says its share went to the others when none received it.

Phone: screens fit and amounts always show

On iPhone, tapping a field — search, Ask your portfolio or your finances — zoomed the page in, leaving it larger than the screen until you pinched. Not anymore. In My Finances, a long statement description pushed the calendar and amounts off screen; now the description wraps to two lines and the amount always shows. The top bar now also stays in place as you scroll.

  • FixediPhone: tapping a field no longer zooms the page or dialogs.
  • FixedMy Finances: full calendar and every amount visible on phones.
  • ImprovedTop bar stays fixed while scrolling on phones.
  • FixedPhone in landscape: the Feedback button no longer covers "More" in the bottom bar.

Collapsed sections load collapsed

Portfolio classes and the "Profit exit" and structures cards in Options remember whether you collapsed them. When the screen opened they showed expanded for a moment before closing; now they load the way you left them.

  • FixedPortfolio and Options: what you collapsed no longer flashes open on load.
  • FixedMy Finances: switching months in the savings bridge shows loading instead of the previous month's numbers.

iPhone app: the top bar no longer sits under the clock

If you added Monexa to your iPhone Home Screen, the top bar — menu, portfolio, search and notifications — sat under the camera cutout, the clock and the battery. Now the top moves down just enough on each device; on Android, in the browser and on desktop nothing changes.

  • FixedTop bar, side menu and search below the camera cutout in the installed iPhone app.
  • FixedThe same on public pages (What's new, terms) and the shared portfolio opened in the app.

Income: every payer in the period

The Top payers card shows the five biggest; now "See all" (or tapping any payer) opens a side panel, like the asset panel in Portfolio, with the full list for the chosen period — how much each asset paid and its share of the total received. Suggested by André.

  • NewFull list of payers, with amount and share of income, for the chosen period.

My Finances: spending by day

In the My Finances overview, a calendar shows how much you spent on each day of the month, colored by intensity, with the average per spending day, the biggest day and the days without spending. Tap a day to see its spending. Transfers between your accounts, investments and card payments are left out — they aren't spending — and show in a separate line; a day far above normal is highlighted without washing out the others.

  • NewSpending-by-day calendar, with the day's spending on tap.

Search what's new

Finding a specific change no longer means paging through everything. The field at the top of What's new searches titles, summaries and every item — accents and capitals don't matter — and shows every match in a single list, with the matching words highlighted. The address keeps the search, so you can send someone a link to "tax updates".

  • NewSearch in What's new, with the matching words highlighted.
  • NewShareable search link (?q=).
  • FixedSearch starts at 3 letters (or an acronym like IR): with a single letter, the page froze.
  • FixedThe search field's magnifier and ✕ stay aligned while the too-few-letters hint shows.

Tax: the fraction sold at auction is now assessed

When B3 sells at auction the fractional share an event left behind, that is a sale for income tax. Before, the fraction's cost left the portfolio without becoming a gain or loss; now the monthly assessment records the sale — the auction amount against the fraction's cost — in the month it was paid. REITs (FII) go into the 20% tax; stocks add to the month's sales for the R$ 20k exemption ceiling.

  • FixedFraction auction assessed as a sale in the monthly tax.

Contribution plan: sectors and gaps (PRO)

On PRO, each Stocks and REITs class in the plan shows its split by sector (stocks) or segment (REITs: paper, brick, hybrid, fund of funds), with a notice when a single one goes above 40%. And ideas from the Cheapest rank now favor sectors you don't have yet, tagged "new sector for you".

  • NewSplit by sector/segment and concentration notice in Stocks and REITs.
  • ImprovedNew-sector ideas come first.

Dividend export with readable types; extreme margins in ideas

The dividend statement CSV and PDF showed the type as a code ("RENDIMENTO", "LEILAO_FRACAO"); now they show the name, like the screen. And in the contribution plan (PRO), ideas from the Cheapest rank only go up to a 100% margin — above that the figure is almost always a distortion, and it now shows as "margin above 100%, check Analyses".

  • FixedReadable dividend type in the CSV and PDF.
  • ImprovedIdeas without extreme margins; margins above 100% flagged.