Back

Share:

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

Share:

Share:

START NOW

Take your business to the next level with our features

Logo
Logo