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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 Dalioβs All Weather)
Discover their composition, asset allocation, costs, returns, simulations
See the PAC rules, management details, and updates
π 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:
π οΈ Bug Fix & Improvements
β 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
π 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
π§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
