Updated November 7, 2026

What's new

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

Dividend statement: dates on the right day

In the Reports dividend statement, the record and payment dates showed one day early (a payment on Oct 15 appeared as Oct 14). The screen, PDF and CSV now show the right day.

  • FixedRecord and payment dates on the right day in the dividend statement, PDF and CSV.

Contribution plan on PRO: health, margin and ideas

On PRO, the contribution plan uses Analyses: each asset shows its margin to fair price and whether it passes the health check, and each class brings ideas from your watchlist and the Cheapest rank that you can add to the plan. Educational content, not investment advice.

  • NewMargin to fair price and health for each asset in the plan, with the option to skip those that fail the health check.
  • NewIdeas for each class, from your watchlist and the healthy cheapest assets you don't own yet; "Add" puts the asset in the plan.

Contribution plan: how much to buy of each asset

The old Contribution Mode only filtered the table. Now you say how much you will invest and the Portfolio shows, by class and by asset, where the money goes — in whole shares — to get close to your target allocation, and why each asset gets money or not. Educational content, not investment advice.

  • NewContribution amount with shortcuts; stocks, REITs and ETFs in whole shares, fixed income, crypto and foreign assets in the exact amount.
  • NewA weight for each asset within its class (0 to 10). Weight 0 leaves the asset out of contributions; the choice is saved in the portfolio.
  • NewPrice versus your average price on each asset, and the option to only buy those below it.
  • ImprovedA class above target explains what happens: its weight drops only because the portfolio grows, how much more would have to go to the others to reach the target, and how much you would sell to get there now.

Portfolio: collapse and expand all classes at once

In the Portfolio table header, next to "Action", there is a button to collapse or expand every class (on phones, at the top of the list). Your choice is remembered: when you come back, the table looks the way you left it.

  • NewCollapse all / Expand all, remembered in this browser.

Returns and dividends for the period you choose

Overview, Returns and Dividends now follow the chosen period — 12 months, 24 months, this year or all — and the three screens show the same number. "All" starts when your current portfolio began, without the years it sat empty, and the full history is one click away. Options count in the return, including the premium of exercised ones.

  • NewOverview: the return card follows the chart period, with the gain in money, price, dividends and options, and the yearly rate above 12 months.
  • ImprovedReturns: % of CDI, alpha against the Ibovespa, volatility and the insights now refer to the chosen period.
  • NewDividends: received, monthly average, yield on cost and top payers by period, and a chart by asset type with the 12-month yield.
  • Fixed"This year" left January out of the return.

Dividends: upcoming payments only for what you hold

The "Next 30d" card counted announced dividends of assets you had already sold before the record date, showing for example "R$ 0.00 · 1 payment". Now only payments on shares you held at the record date are counted.

  • FixedThe count of payments in the next 30 days matches the amount.

Returns: each number says what it measures

The Portfolio and the Overview showed different returns without saying why. On the Portfolio, the number is the result of the assets you hold today over what you paid, since each purchase. On the Overview, it is what the portfolio earned over the last 12 months, excluding deposits. Both labels now say so, and a tip explains the math.

  • ImprovedPortfolio: the return is labeled "on what you paid".
  • ImprovedOverview: the card reads "Return · 12 months".

Target allocation: the total you see is the total that counts

On the allocation by asset class screen, the slider moved in half-point steps but percentages were shown rounded. You could see 55% + 20% + 25% and still be unable to save, because the real total was 99.5%. The slider now moves in whole points, and a previously saved decimal value is shown as it is.

  • FixedSave is enabled exactly when the percentages add up to 100%.

Your wealth evolution shows what your money was worth each month

In older months, the Dashboard and Portfolio chart showed your wealth equal to the amount invested, with zero profit. Each month now uses that month's closing price, so you can see whether your investments grew from the very start.

  • ImprovedAssets without historical prices, such as private fixed income, still show the amount invested for that month.

The Portfolio chart matches the Dashboard, and expiry alerts without mistakes

Your wealth evolution on the Portfolio page now has the same periods and bar option as the Dashboard, and your choice applies to both. And the "option expires in N days" alert no longer shows up for an option you had already closed.

  • FixedIf B3 only shows the buyback after the alert, it disappears on its own at the next sync. The same option also no longer alerts twice at the same stage.
  • FixedIn light mode, the details shown when hovering the wealth evolution chart are now readable.
  • FixedClicking a slice of the allocation chart no longer leaves a white frame around it.