Everything that has been built in Sextante, release by release.
I am releasing all of Sextante's code under the MIT licence: the calculators, the Spanish tax engine, the portfolio and the MCP server are available to anyone who wants to study or reuse them.
The portfolio's capital gains tab is now called Tax return and prepares what a foreign broker does not do for you: the savings-base figures for each tax year, converted to euros and shown next to the box of the Spanish return (modelo 100) where they go. Every number carries its provenance (broker data, derived, market, estimate or entered by you), so you know which ones you can copy as they are and which ones are worth checking. It is not advice: it helps you reconcile your return using cited official criteria.
We fixed a compound interest bug: until now, how often you contributed also decided how often interest was compounded, so with a contribution of 0 the result changed when switching from monthly to annual. These are now two separate things: you choose on its own how often interest is credited. Each page also loads only the text it needs, so it is noticeably lighter. We also fixed a bug where a Trade Republic import could link a stock to a different product sharing its ticker.
Until today, an assistant connected over MCP (Claude, ChatGPT…) could only see and edit your portfolio. Now it can use all of Sextante: the 27 calculators (mortgages, net salary and income tax by region, FIRE and Monte Carlo, wealth and gift tax…), your realised gains for each tax year to prepare your return, your portfolio breakdown and its progress towards your FIRE goal, and the scenarios you saved. It runs exactly the same code as the website: we moved the calculators and the tax engine into a shared core, so the assistant and the page can never give different numbers. The portfolio also has a new design: instead of stacking everything on one page, it is split into tabs (Summary, Positions, Capital gains and FIRE goal). The Summary tells you at a glance how you are doing; in Positions you search and filter, and each position's detail opens in a panel next to its row, or from the bottom on mobile. You can now bring your Trade Republic buys and sells from its export file, with a preview and no duplicates when you import again; positions sold in full and derivatives each have their own filter, and derivatives do not add to the totals (a new Learn article explains why). And we started measuring which pages are used with Umami on our own server: no cookies, no third parties and none of the values you type into the calculators. More portfolio improvements landed in the afternoon: a second kind of goal (“I want X in N years”), history going back up to 5 years rebuilt from your trades and reaching today, today’s gain in Positions, and a full pass so everything looks right on phones.
The biggest release so far. New capital gains report: your sales matched FIFO across all your brokers, netted by tax year, with an estimated tax bill and a CSV for your return. Portfolio prices refresh every hour on weekdays, and you can ask for an email when your portfolio crosses 25, 50, 75 and 100% of your goal. The goal now tells you how likely you are to reach it, and the Monte Carlo simulator can use over 150 real years of US stocks and bonds. Learn has a portfolio guide and two new articles explaining it all.
A new calculator that simulates 5,000 market scenarios to tell you how likely you are to reach financial independence and, above all, whether your money lasts through retirement. Instead of a single line with a fixed return, you get a fan of good and bad scenarios and when you get there in each. The project's libraries are also brought up to date.
The portfolio stops being a single day’s snapshot: it records every purchase and sale, charts how your net worth and its composition evolve, estimates the tax on a sale by matching lots oldest-first as the law requires, and now shows your progress towards financial independence against the money you actually hold. The income-tax calculators let you pick your autonomous community, any calculation can be shared as a link or saved by name, and this very What’s new page is born today.
Shuts the door on any external resource in the browser, stops exposing the database on the local network, and translates the last texts that still showed up in Spanish on the English site.
The mobile number keypad now accepts a comma, so typing amounts with cents stops being a fight. The sextant in the logo is also corrected so its arc curves like the real instrument, and it gets its own browser-tab icon.
Sextante removes the ads it had been showing on its public pages: they were not worth the clutter, and the project now relies on voluntary donations alone. The privacy policy is updated accordingly and states plainly that no advertising or analytics cookies are used.
Figures and currencies are shown with each language's own punctuation, so the English version stops writing numbers the Spanish way. In the portfolio, the positions table can be sorted by any column.
Fractional quantities, common in crypto and in amount-based purchases, now show their decimals: half a unit was being rounded down to zero.
Anyone who wants to support the project can buy a coffee by card from the home page or the new About page. Every page also declares its canonical address, its counterpart in the other language and the preview shown when it is shared on social networks, and the findings of a code audit are applied.
When adding a position you can search for the instrument and keep its exact symbol, instead of trusting the system to guess: typing a bare 'BTC' could end up valuing the portfolio with another product's price. Positions whose cost is in one currency and whose price is quoted in another are now converted at the day's rate instead of being left unvalued.
Sextante starts running at sextante.fpardo.net, with encrypted database backups and real sign-in emails. The same day brings the connection for AI assistants: anyone who authorises it can ask Claude or ChatGPT to read or change their portfolio, with separate permissions for reading and writing and the option to revoke access at any time. The portfolio gains an aggregate total, gain or loss per position, a choice of ten currencies and daily closing prices.
The account side of Sextante is built, still before launch: you sign in with a link sent to your email, with no password to remember, and each person can add, edit and delete the positions in their portfolio. The privacy and cookie policy in both languages and the brand home page are written too.