AI Suggestions
Would be nice if the AI adviser could do forecasting too, based on expected performance of my assets. I think there is also some scope for AI augmentation of the Scenario page: either to predict my life events or retirement scenario, or salary growth etc. Just a thought
16/07 Updates
UI Updates: We've made some small UI improvements, including redesigned pie charts and a slicker, more simple popover for individual holdings in the Investments page. Toast notifications also now have a progress bar, and there is a new animation for the Add Account process.
AI Adviser Fine Tuning: You'll notice that the AI adviser is no longer in beta. We've made some upgrades and fine tuned the model a little, including the addition of charts - you can now request asset allocation or balance history charts for any of your assets
One Click Re-authentication: When you connect synced accounts using Open Banking, they time out after 90 days. Rather than deleting and re-adding the account in this instance, you now have the option to re-activate them in one click
Minor Bug Fixes: There were a few small bugs that persisted, including problems with the modal when selecting a tag, an incomplete skeleton loader on the Investments page chart, and the benchmark showing as NaN% on signup when the chart didn't yet have values. These have all now been rectified
Product Updates
Sorry if I've missed this - is there a centralised list of what's coming next in terms of product updates? As an annual subscriber this would be useful to know
More benchmarks
Would be nice to have a few more benchmarks - I am invested only in Europe so neither the MSCI or S&P are that relevant
Table Widget
It would be useful to have a widget that allows you to build a table like you can find in the Accounts / Investments page
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