Account connection still unavailable (IBKR Ireland)
I get the following message for my EU stocks accounts linked to the platform:
"Account connection has failed. Please delete this and try again"
11/06 Updates
Google SSO: this week we've launched Google SSO, meaning that you can sign in to Strabo with your Google account immediately. Note that you don't need to set this up - you can just use SSO on your existing account
No more login codes: we've heard your feedback on login codes being temperamental, and decided to replace these with a login link, which will be sent to your email. Let us know what you think, and if you have any issues
Investment Product
I saw on a recent email update that you guys are launching an investment product? Do you have any more details? New colours are also looking fresh, nice work
Weekly Portfolio Email
Could we have some more detail in the weekly portfolio email? This is probs the most useful Strabo feature for me, so would love to use it a bit more. Maybe put the Top Movers at the bottom? Just an idea
Account connection error still there
Hi Team - when will the account connection banner be fixed? It's been up for a while now. Thanks
Balance Showing as 0 for some days
For some reason when I look at the net worth history chart, it shows my balance as 0 on the 15th May. My accounts were all connected during this time so I'm not sure what the reason for it is. Doesn't really affect anything but it's just a bit annoying
14/05 Updates
Investment Page Updates: two big changes here. Firstly, you now have allocation, diversification score and daily news update for accounts, asset types and countries. Secondly, you can click individual investments from the table and the popover will show you holding details, performance updates and analyst estimates
AI Adviser Fine Tuning: we've worked on improving the AI adviser to provide more accurate and relevant results. It can now also do charts - you can ask it for an asset allocation chart, a performance forecast or a comparison of holdings, amongst others.
New Logo / Colours
Have to say I'm a fan of the new logo & colours. I liked the purple but this is definitely an improvement. The weekly portfolio emails still use the purple though so maybe update these when you get a chance. Keep up the good work!
Union Bancaire Privee
UBP please
Revolut
As others have said, having some trouble with a Euro Revolut account. It doesn't come up as an option when I select Spain as base country?
Couples Account
Hey! Loving Strabo so far, I am going to renew once my trial is up if I can sort this issue. It says on the website that you can setup a couples account but I can't seem to do this on my platform. Could you direct me please?
How can I refer people?
Can I get free months by doing referrals?
Connection Issue
Hi team - I'm having trouble connecting cash accounts at the moment. When I click add account, it shows me an "API error" - can you please assist?
Tracking limits
For ISAs, it would be useful to know that the limit is being utilised, especially since it’s now possible to add to multiple ISAs in a tax year. I’m also tracking my partner’s ISA and a Junior ISA, just to make it more complicated!
On bank accounts, it would be useful to track interest, so that it can warn if it has or will reach the £500 limit, when it becomes taxable.
No Revolut Italy
Can't find Revolut cash in Italy. Pls assist
Transactions tracking
Are there any plans to start tracking spending?
19/02 Updates
Benchmarking: In the settings for each chart, you'll now find an option to benchmark performance against the market. We've added historical performance for the S&P 500 and the MSCI World Index to start, and will be adding more markets depending on demand. What's useful about this is that you can benchmark not just with your Net Worth overall, but on the Investments page and on your custom widgets too, so you can compare performance of assets, tagged groups and more.
Chart Highlighting: We're gradually building out more functionality to all the charts, and you now have the ability to drag your mouse across specific sections to view performance over set periods. This will automatically include the performance for the benchmark you've selected at the same time.
29/01 Updates
Top Movers: we're redesigned the Overview page to prioritise showing Top Movers - the largest changes in your holdings in the specified time period, and how this affects your asset allocation. This allows you to see what's had the biggest impact on your investments over time.
Forecast Page: given the above, we've moved the Forecast out into its own page, giving it a chance to breathe and making way for some upcoming improvements. You can also open out the detailed menus in more detail.
13/11 Updates
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.
Banks
Hi! Are you working on adding more banks? because I noticed that not all of my banks are listed