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Feature
1.31
Sep 10, 2025
New Dashboard
Today we are implementing a new dashboard in Plannix: clear, useful, and modular. Now with a comprehensive overview of your holdings and your financial health, the ability to contact your tutor with one click and give quick feedback on your experience.
Discover all the details in the release video:
Holdings, financial health, and direct contact with your tutor โ all at a glance
We have released the new My Plannix Dashboard, designed to give you an even clearer and more immediate overview of your financial journey.
What you find in the new dashboard:
An updated overview of your holdings
The latest video of the Plannix Journey you were watching
A look at your financial health, with a clear and visible score
The ability to contact your tutor directly with just one click
You can quickly evaluate your experience with Plannix and give us constructive feedback
๐ง Improvements and fixes
๐งฉ Customization and model portfolios
Fixed a bug that was blocking the loading of model portfolios created from scratch
Fixed an error showing incorrect holdings if you went back during the creation of a customized model
๐ฐ Holdings
Now, in the Holdings section, the date of the last price update of the dossier is displayed correctly. It was one of the most frequent requests from users.
๐ง Navigation and interface
Improved navigation behavior among KPIs and sub-sections of the financial health area, now clearer and more stable
