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Feature

1.30

Aug 29, 2025

Customizable Model Portfolios

From today you can build your investment strategy and use it in simulations and rebalancing: Model Portfolios become even more flexible. Now you can create your Customizable Model Portfolio, starting from scratch or cloning one of the existing models.

Discover how they work in the full video:

โœจ Main Updates

๐Ÿง  Customizable Model Portfolios

With this new feature, you can:

  • Independently create a model portfolio from scratch or from an existing portfolio

  • Choose your assets, weights, and allocation according to your rules

  • Use it immediately in the market entry simulator or for a custom rebalancing

A feature designed for those who want to test, explore, and build an investment strategy independently, as well as for all those who in the past had to make slight modifications to Plannix model portfolios but still wanted to use all the platform features.

๐Ÿ”ง Improvements and Fixes

๐Ÿ’ธ Budgeting and Planning

  • Fixed various display and behavior issues in the Budgeting section, now more stable and smooth

๐Ÿ“Š Portfolios and Currencies

  • Resolved minor bugs in the management and modification of portfolios

  • Improved the management of currencies in portfolios, with more reliable calculations and conversions

โš™๏ธ General Stability

  • Fixed some crashes that occurred in edge cases during navigation or data saving

  • Corrected anomalies that caused intermittent errors in various sections of the platform

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