Updated November 7, 2026
What changed in Monexa Hub: new features, improvements and fixes.
The Transactions screen got the same search as Dividends: type the ticker, the company name or the fixed income title name. The class and type filters now use the same names on both screens, and only show the classes you have.
In Options → Structures, the "Roll" button shows the same spread, condor or collar in the next expirations: the cost to close the current one, the credit of the new one and the net credit — only rolls that bring cash in are shown. The ticket records the legs in the app or just registers the roll for the B3 sync to bring. The new structure keeps the name and the chain: "Roll #2 · realized in the chain".
From any screen, press Ctrl K (⌘ K on Mac), type your question and pick "Ask your portfolio" or "Ask your finances": the assistant opens right there, already answering.
Debentures, CRI and CRA now enter your portfolio: through the B3 sync, with the purchase at the real unit price, interest in Dividends and amortization lowering the cost; or added by hand, with the new types in the form. Enter the bond's rate and it starts accruing on screen, already net of the coupons and amortizations you received.
On PRO, the "Explain this plan with AI" button tells you in plain language what the plan does: why each class receives (or sells), why an asset was left out, what is left over and what to watch about taxes on sales. The AI chooses nothing — it explains the plan the rules computed, with your portfolio's numbers. And the "Ask your portfolio" assistant now splits a contribution exactly like the plan screen.
New option "Include sales to rebalance": classes above target sell what exceeds it, and the money joins the contribution to buy in the classes below — it works even without a contribution. Each sale shows the shares, the amount and the estimated gain or loss from your average price, with a tax notice. Educational content, not investment advice.
If you have more than one portfolio, setting the target allocation in one of them wiped the other's: saving the second erased the first. Now each portfolio keeps its own. If you have more than one portfolio, check each one's allocation — one lost before this fix needs to be set again.
Sometimes it makes sense to put a little into the dollar or bitcoin during a dip, even with the class above target. Now, in classes the rule would leave empty, there is "Contribute anyway": you say how much, that amount comes out of the contribution first and the rest follows your allocation. Within the class, it is split by each asset's weight.
The Dividends history now has search by asset (ticker or name), filters by asset class and payment type (dividend, interest on equity, income, fraction auction), and shows 10 per page. The filters also apply to the calendar view.
When an event (merger, bonus, reverse split) leaves a fractional share, B3 sells that fraction at auction and pays out the proceeds. That money now shows in Dividends as "Fraction auction", with B3's date and amount. It counts as received, but it is not income: it stays out of the yield and the dividend tax report.