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Feature

1.21

Sep 10, 2024

Review

This version introduces the new Review section in the training area, with 4 videos dedicated to portfolio monitoring and Rebalancing, allowing you to make the most of the dedicated holding and choose the best approach for the maintenance of your financial plan. As always, this update includes many bug fixes.

Review

  • 4 New videos available: How to monitor your financial plan, What is rebalancing, Why rebalance your portfolios, When and how to rebalance Portfolios

  • Learn how to keep your Financial Plan efficient and effective over time: now you will always know how to perform routine maintenance on portfolios in Plannix

๐Ÿ› Bugfix

  • Objectives: fixed a bug that in some cases did not allow updating objectives when a checking account was connected

  • Develop: fixed several bugs related to handling different currencies in the Plan development

  • Rankings: fixed several bugs related to the ratings of Deposit Accounts

  • Upgrade: fixed a bug that did not allow the upgrade to Plannix Premium for some users

  • PAC: fixed a bug that allowed the creation of a PAC even for The Mini 0, which was not foreseen

  • Speed: intermediaries now load faster in the dropdown menu

  • Salt Edge: fixed some account synchronization bugs for some users

  • And as always, many other smaller bug fixes to improve the user experience

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