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v 1.14 Cost Analysis

Feature

1.14

Nov 28, 2023

Cost analysis and advanced tables

This release introduces a new section completely dedicated to cost analysis, along with a new table structure that now integrates filters and customizable columns.

The cost analysis section allows you to view the cost details for each holding in percentage and absolute value, and to filter the data by individual intermediary or portfolio. Additionally, summary data and 5-year cost projections are highlighted, with the ability to calculate the impact by excluding instruments with no management costs such as stocks.

The new Cost Analysis section is accompanied by a new table that is now more powerful, stable, and customizable.

Along with this new feature, we have released numerous bug fixes, including:

  • Fixed an issue that prevented the deletion of investment goals in some cases

  • Fixed a bug that prevented the display of certain intermediaries

  • Resolved several bugs related to authentication, password reset, and account confirmation

  • Fixed various bugs in the checkout and onboarding phase that could generate errors

  • Fixed a bug that prevented the display of the subscription management page for some users

  • Other minor bugs

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Coming March 11th

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Offices

IV November Square, 7 Milan - 20124 Italy

575 Market Street San Francisco - 94105 California - USA

© 2024

Plannix SCF SRL - VAT ID 12983770962

Coming March 11th

By signing up for the waiting list, you agree to our Privacy Policy.

Offices

IV November Square, 7 Milan - 20124 Italy

575 Market Street San Francisco - 94105 California - USA

© 2024

Plannix SCF SRL - VAT ID 12983770962

Coming March 11th

By signing up for the waiting list, you agree to our Privacy Policy.

Offices

IV November Square, 7 Milan - 20124 Italy

575 Market Street San Francisco - 94105 California - USA

© 2024

Plannix SCF SRL - VAT ID 12983770962

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