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Feature

1.26

May 22, 2025

Explore the Model Holdings

Introducing the new section entirely dedicated to Model Portfolios, a space where you can explore and analyze the investment strategies of Plannix in one place.

Now you can:

  • Navigate through our Plannix portfolios (both Mini and complete) and those of iconic investors (like Ray Dalio’s All Weather)

  • Discover their composition, asset allocation, costs, returns, simulations

  • See the PAC rules, management details, and updates

πŸ“Œ Coming soon: the ability to create custom model portfolios, to be used as a base for automatic rebalances and PACs.

You can find the "Model Portfolios" section on the Invest page.

Discover all the new updates in the video:


πŸ› οΈ Bug Fix & Improvements

βœ… Reliability and Data

  • Fixed a data error in Liabilities

  • Fix in the Settings that generated errors in some configurations

  • Improved error handling in Flanks uploads

  • Increased the precision of decimals in quantities imported from Flanks

  • Resolved an edge case where the exchange was missing in some Flanks imports

πŸ“Š Portfolios and PAC

  • Now correctly delete empty portfolios

  • Resolved the bug that prevented removing portfolios after deleting the associated dossier

  • Fix on several edge cases in PACs and contributions

  • Added logic to prevent duplicate contributions in the plan

πŸ§ͺ UI and User Experience

  • Fixed a visual bug in the initial state of the budgeting section

  • Improved scrolling in the initial tutorial on mobile

  • The account sorting now shows the most recent ones first

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