In this version of Plannix, we have introduced numerous improvements and fixes to make the app even more stable, fast, and reliable. The main update concerns the management of Portfolios, with a completely redesigned flow to simplify the allocation of holdings and say goodbye to the old “Default Portfolio.”

Discover all the new features in this video:

✨ New Features

Portfolios

• New investment allocation flow: now you can easily identify unassigned holdings and complete the allocation of shares in just a few steps.

• New alert: see a warning if there are shares not assigned to any portfolio, so you don't risk leaving anything behind.

Transactions

• We have updated transaction management to make it more aligned with how your investment accounts actually work.
  
  Now, buying and selling operations are recorded directly on the securities dossier, independent of the Portfolios. When you add a transaction from the page of a specific Portfolio, you will see two movements:

  • one representing the actual transaction (buy or sell);

  • one showing the transfer of the holding into the chosen Portfolio.

  
  In this way, you can clearly distinguish between what happens in your account and how you've decided to organize the holdings in your Portfolios.
  
  

• This update will allow us to directly import transactions from your investment account in the future… stay tuned!

🛠️ Improvements & Fixes

• Tables: optimized the performance of filters and commands for even smoother navigation and faster loading times.

• Exchange rates: enhanced the management of exchange rates across the entire app.

• Prices: strengthened the connection with our providers for greater reliability of market data.

• Charts: resolved several display bugs that were causing loading errors for some users.