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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:


โœจ 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.


๐Ÿ› ๏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 1,000โ‚ฌ

  • Resolved an issue in Patrimonio that prevented saving some changes to the assets


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