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Feature
1.28
Jul 11, 2025
Financial Plan: now it's all in one place
We have completely redesigned the section dedicated to your long-term strategy. The old areas “Objectives” and “Develop Plan” are now combined into a single section: Financial Plan.
Here’s what has changed (for the better):
Your main objective is now presented as an Active Financial Plan
The plans created in “Develop Plan” have become secondary plans, perfect for testing alternative scenarios or running simulations
Everything is clearer, more organized, and accessible from a single screen
The section is fully optimized for mobile as well
We took the opportunity to optimize the performance of the entire module, so you can view and edit your plan even more smoothly.
🎥 Discover all the updates in the release video:
🔧 Improvements and Fixes
📊 Planning and Rebalancing
Corrected an incorrect behavior of balancing without selling, now more consistent and precise
Optimized the performance of the Financial Plan module, now much more responsive even with multiple saved plans
💼 Portfolios
The Portfolios section is now faster and more stable, with quicker load times
Portfolios are now sorted by creation date, making it easier to find the right one, especially if you have several saved
