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23h ago

Maximise Your End of Year Tax Benefits: FREE Webinar with Financial Planner David Henry

The end of the tax year is fast approaching, and it can be easy to forget about some of the tax allowances that are available here in the UK. These allowances represent free money in many cases, and you can't beat that. To ensure that you get the most value out of these,  our good friend and financial planner David Henry from The Money Den will be running a FREE live half hour webinar on 19th March at 1pm GMT to recap what these main allowances are, and offer some practical tips on how you can approach tax year end planning in the future to make your lives easier.

You can register here & feel free to share the link with others who may be interested

0 replies
2d ago

28/02 Updates

  • We've just launched Life Events feature. Now, you can seamlessly incorporate important life events into your Net Worth Forecast.

0 replies
R
3d ago

Wrong prices for NVDA and PLTR

Some US stocks, like NVIDIA and Palantir, are showing wrong Last Prices.

3 replies
3d ago

Having over 8 accounts bugs the scrolling feature

As shown on the screenshots I cannot scroll down and view my other accounts unless I zoom out

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3 replies
9d ago

21/02 Updates

  • Bug Fixes
    - Further improvements to Cost Basis: almost all synced accounts should now show total cost basis for the units purchased
    - Deleting accounts: certain account types were still showing in the Accounts page after being deleted. This has now been rectified

0 replies
16d ago

14/02 Updates

  • Updated Investments table to pull Cost Basis automatically. This should now work for most synced accounts: where the data is available, it will now always show on the table, along with your ROI.

  • Added information banner to let users know when pages are undergoing maintenance, or there is an ongoing issue that we're aware of.

  • Bug fixes to asset balance cards for non-UK based accounts

0 replies
J
18d ago

Adjust Forecast Settings and Monthly Contribution Allocation

I like how I can choose different risk settings in the chart but I'd also like to adjust these manually. In addition, I'd like to know how/where my monthly contributions are being used. I could put some into a savings account, some into stocks, etc. So maybe an option where I can allocate my monthly contributions to the correct account would be great

1 reply
T
21d ago

Linking account error (Plaid/Starling)

Hello Team Strabo,

Not sure if you've come across this one. In the UK, Starling bank is an app-based, online bank. I had linked it prior but now see it shows up as "internal error occurred" when trying to refresh connection or re-link. Is this a bug, or should I just delete it altogether and try re-link as if linking for the very first time? Thanks.

1 reply
23d ago

07/02 Updates

  • Investments chart improved: Performance chip added to show % gain or loss based on your chart filters, including both time filters and asset filters. However, it won't display if the period starts from 0, ensuring accurate representation. The total is now responsive to update with the chart too.

  • Bug fix: ROI calculation in the table breakdown on Investments page has been resolved.

0 replies
1m ago

31/01 Updates

  • Filtering of Accounts & Slide Navigation on the Accounts Page: The accounts have undergone significant enhancement, featuring improved organization and filtering capabilities. Instead of displaying all accounts indiscriminately, users can now filter them based on specific types, including crypto, stocks, cash accounts, and more. Additionally, a sleek slide navigation animation has been incorporated into the accounts page, enhancing the overall user experience. Requested by

0 replies
A
1m ago

Filtering

I couldn't find any filtering options on the accounts page. Could you please clarify if there are any features or tools to sort or filter the displayed accounts based on specific criteria? If not, is there any plan to implement such functionality in the future?

1 reply
1m ago

24/01 Updates

  • We've revamped our back end, separating platform sections into individual widgets. The exciting news? Soon, these widgets will be draggable and configurable on the new pages. Requested by

  • Now, if you're a new user attempting to log in without first creating an account, you are automatically redirected to our pre-filled signup form.

0 replies
J
1m ago

More Currencies

Hi,

I can see that you've added a currency toggle in the menu bar, which helps as I'm in USD. However, I also have some accounts in CAD. Is there the possibility to add more currencies? If there's a list, please add CAD

Thanks

2 replies
A
1m ago

It would be cool if you guys made the app more customizable!

 

4 replies
1m ago

17/01 Updates

  • You can now effortlessly add new tags to your list by hitting the "Enter" key, assign tags to specific accounts for better organization, delete tags you no longer need, and navigate through your tag list using arrow keys for a more intuitive experience.

  • We've also added a touch of creativity to your user experience by introducing an animated logo that serves as our new loading widget.

  • Thanks to 's suggestion, we've implemented a valuable enhancement! Inside the "Add Accounts" page, we've added a direct link to our Security Page for quick access to detailed security information. Additionally, a reassuring message now assures users that when linking accounts, their data is secure, and no information will be exposed.

1 reply
A
1m ago

Security

Hi! I'm considering linking my accounts but am a little skeptical about whether it's safe to do so. Is there a way to reassure me that my data is safe when linking accounts?

1 reply
2mo ago

08/01 Updates

  • We've upgraded your app with a sleek loading skeleton state! When the app or new components load, you'll see a sleek loading animation, signalling that the page hasn't fully loaded. These animations last only a few seconds and vanish once the components and content are loaded

  • We've made a change to the accounts section! Instead of listing all accounts individually, we've grouped them based on automation, with a collapsible drop down showing sub accounts

0 replies
2mo ago

27/12 Updates

  • Due to popular request, we've added a syncing state to the add accounts process. This means that you can now see accounts as soon as they've been added. They'll show a progress wheel that spins until the sync is completed, at which point your Accounts list will repopulate

    This means that you'll now know the success or failure state of the account adding process, meaning you'll know when to raise a ticket

0 replies
2mo ago

20/12 Updates

  • We've implemented some enhancements to the Hover state on NW History. Now, when you hover, it displays both the date and the amount beneath your NW.

  • The tagging system has been updated for increased speed. We've added a new dropdown menu, and now you have the option to delete tags.

  • In terms of aesthetics, we've designed a bar to be added to the accounts page for the Syncing State of each account. This bar now shows a spinning icon when the account is syncing and changes to a success status when the item is synced.

  • Additionally, we've made improvements to the country selector menu. It is now responsive, and we've upgraded to a new UI and loading animation.

0 replies