• Strabo AI: Today we're launching the first version of Strabo AI - a model trained to respond as a financial adviser to answer both general finance questions (what is an ISA etc) and questions specific to your portfolio using the data from your dashboard.
  
  We've broken out the assistant into its own page and given you some sample prompts at the top to get you started. Ask about diversification, rebalancing, risk, returns and more although please note that this is a Beta, so go easy.

• Net Worth Forecast Advanced Settings: By popular request, you can now fine-tune your Net Worth forecast! Allocate your contributions across different asset classes to get a more accurate projection.

• Edit Account Names: Tired of default account names? You can now personalize them! Simply head to the Accounts page and rename your accounts under the Edit section.

• Edit Cost Basis: Not all synced accounts provide cost basis details at the time of connection. You can now manually input the cost basis to ensure your Investments page and ROI metrics are accurate across your entire portfolio.

• We’ve launched a referral program where you can share your unique link, and for each friend who subscribes to Strabo Pro after their free trial, you’ll receive a FREE month added to your account!

• We’ve introduced a notification bell icon to keep you informed about the latest app features, allowing you to join community discussions about new updates, with plans to expand this to include performance and asset updates soon.

• We amended the delete account function to collect information on the reason for deletion to improve the service

• We switched data provider for manual stocks - this should mean much better coverage. All existing stocks should have been updated. If they haven’t for whatever reason, please delete and re-add

• Net Worth Forecast Chart: we now show all the growth rates on the chart at the same time and have updated the settings modal to be clearer to users

• Real vs Nominal: we've added a Real vs Nominal toggle to the Net Worth Forecast, so you can see the effects of inflation on your retirement forecast

• Bug Fix: we were notified that the investment chart was updating one day late. This has now been rectified

• Investment chart improvement: this now re-renders when you split by asset class to show the smaller Y axis scale more accurately

• Bug Fixes: we have fixed some crypto balance issues that were causing account balances to reflect differently in different widgets

• Improve add account flow: you’ll notice that the add account flow has now been changed slightly to allow you to select assets first. Thanks for your feedback on this

• Mobile improvements: although the platform is web-first, we’re gradually making small UI updates to improve your experience while we work on the app

• Bug fixes: we have been experiencing bug fixes around balance totals due to the handling of exchange rates. This has now been fixed although please note this may take an overnight update to change on your platform

• Net Worth History chart: you can now switch this between a bar and line chart. We will gradually be adding more depth to all charts and they will also soon be exportable

• New add account modal: we have revamped the add account screen as part of our ongoing improvements to the add account flow. This is now single column and much easier to navigate

• New icons: we have drawn up some new icons for all asset types, which you'll notice pop up around the platform

• Custom life event: we had some feedback that users were looking for a custom life event in order to add things not included on the list. We've now added this along with a name field so you can add your own!

• Dark Mode: we are live with Dark Mode!

• Account timeout notifications: we redid the warning you get when your synced account times out after 60-90 days, giving you the option to re-sync

• Embedded checkout: in order to have a more seamless payment system, we built an embedded checkout instead of using the default Stripe one

• Bug Fixes: we have now fixed recurring issues with Cost Basis not updating for stocks, and some currencies not converting
  

  

• Account timeout notifications: we redid the warning you get when your synced account times out after 60-90 days, giving you the option to re-sync

• Embedded checkout: in order to have a more seamless payment system, we built an embedded checkout instead of using the default Stripe one

• Bug fixes: we have now fixed recurring issues with Cost Basis not updating for stocks, and some currencies not converting

Bug fixes:

• Ran a script to clear down the accounts of users who deleted accounts unsuccessfully

• Email settings in platform didn't save preferences

• Pie chart widget was giving an error when saving

Launched Strabo Knowledge Base - includes New T&C's and Cookie Policy - please read (they are in footer of website) 

We launched Strabo Pro. Have decided to keep key early supporters free indefinitely, so you will retain premium access to the platform.

• Improved Add Account Flow: we have streamlined the add account flow and included a new syncing animation. This is the first step in a number of add account flow improvements coming

• Onboarding Wizard: new users will now get a 4-step walkthrough guide explaining the core features of the platform including adding accounts, tagging them, breaking down allocation and adding new pages

• Keyboard Shortcuts: we have launched our first set of keyboard shortcuts! Most core actions on the platform can now be completed by hitting your keyboard - see how many you can spot. These will soon live in a command bar that you can refer to.

• Pie chart widget: you can now break down accounts or tagged groups by country, type or holding percentage and see the split on the new page you’ve created

• Onboarding improvements: we've made the onboarding experience much smoother for new users in a few ways. Full screens have been replaced with modals, the new account connection screen is improved and uses a new animation and we have a new avatar!

• Improvements to add accounts: the add account button is now available on all screens, with modals. There's also a timeout notification when user data lapses

• Manual stock bug fix: manual stocks were only searchable by stock name, causing some confusion between holdings. This has been changed so the search bar is now by ticker only

• Delete account button: we've added a Delete button in the settings page

• Feedback Made Easy: Inside the widget menu, you'll now find a feedback form. If something’s missing or not quite right, let us know.

• Talk to an Expert: Need guidance? Click the new button in the bottom-left corner to schedule a free 20-minute consultation with a financial advisor.

• Enhanced Filtering Options:

  • Filter Accounts in Investments: You can now filter children accounts

  • Improved Tagging: Filter through tags, accounts, sub-accounts, and searches for a smoother navigation experience.

• All-Inclusive Currency Switcher: We’ve added all available currencies to the currency switcher in your accounts section. Switch between currencies effortlessly, and see your accounts update to reflect the changes -

• Customizable Email Notifications:

  • Portfolio Reviews: Tailor how often you receive portfolio reviews—choose from weekly, monthly, or quarterly updates in your email settings.

• Rate Our Service: Our new feedback form allows you to quickly rate your experience as bad, decent, or great. We value your input and strive to enhance our services continuously.

• We've updated the "Life Events" feature with five new entries to better capture key moments that affect your finances: Having a Baby, Wedding, Holiday, Bonus, and Unexpected Events. This expansion helps track and manage the financial implications of these significant milestones more effectively.

• We've simplified the Accounts display to focus solely on Assets & Liabilities, added allocation bars for clarity, and introduced a filtering feature. Plus, we've included a totals row at the bottom of the chart for easier analysis. These enhancements enhance usability and empower users to make informed decisions efficiently.

• We've incorporated a loading indicator following the final onboarding step in the sign-up process.

• Users can now delete dates more efficiently in the Life Event section. Previously, pressing the backspace key in the Date field would erase the entire date. Now, the date will be deleted one space at a time for smoother editing.

• Responsiveness & Bug Fixes. We fixed widget width responsiveness problems, menu overlapping on custom pages, balances not refreshing on first signup and a problem with the Privacy toggle on the investments page

• Improved Account Syncing Failure State. We had some feedback that it wasn't clear what action the user had to take when their account sync failed, so we optimised the failure state and included a tooltip with instructions to delete and re-add

• Mobile responsiveness. We made some small improvements to mobile responsiveness

• Add Pages with first 2 widgets. For the first time, you can now add new pages to your Strabo dashboard! We've added two widgets, Timeline and Historical Data - you can filter the data these show, duplicate them and drag and drop. We will be starting to add more over the coming months, so please suggest some that you'd like to see

• New error screen. We designed a new screen for platform errors to make those irritating malfunctions a little more bearable

• Add accounts on mobile. You can now add accounts to your dashboard from mobile

• Bug fixes. The two main problems raised this week were a freezing scroll bar when closing some modals, and a freezing Loading Providers button when you selected an erroneous account / country combination. Both have now been fixed