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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

๐Ÿ”ง Improvements and fixes

๐Ÿงฉ 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

๐Ÿ’ฐ 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.

๐Ÿง  Navigation and interface

  • Improved navigation behavior among KPIs and sub-sections of the financial health area, now clearer and more stable


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