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Feature
1.25
May 7, 2025
Automatic import of holdings
In this release, we have previewed one of the most anticipated features: the automatic import of investments into Plannix. This is a beta functionality of the Plannix Insider program, which you can join freely.
Here's how it works:
โจ News
Investments
Automatically import all your investments into Plannix: with just a few clicks, you can copy your portfolio into Plannix. Currently, we support 9 intermediaries through our partner Flanks (Fineco, Directa, Degiro, Interactive Brokers, IG, Revolut, Trading 212, Scalable Capital, and Trade Republic), but you can request coverage for your bank.
Currently, it's not possible to automatically sync transactions over time, but you can repeat the import process multiple times to update the quantities of the holdings.
Note: the feature is not "backward compatible" with old manual investments, which remain independent of these imports.
๐ ๏ธ Improvements & fixes
Fixed a bug in Develop and Goals that in some cases prevented the correct allocation of a resource
Resolved an issue in PAC that incorrectly handled cases where PAC was exactly 1,000โฌ
Resolved an issue in Patrimonio that prevented saving some changes to the assets
