Has anyone explored the new update yet? I'm curious if they've added the option to set custom growth rates in the NW forecast chart. It would be really helpful to tailor the forecasts more accurately to different financial scenarios.

• 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

For some reason Revolut isn't available?

I only use the platform for manual stocks - I can add them all but each individual stock reflects on the Accounts page as a separate account. Is it possible to be able to group these into one account? Else I am going to end up with 50+ accounts for the same broker

I was really looking forward to seeing new currencies added to the list, and you nailed it! I'm so happy I found Strabo. 😊

• 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

Love the new currency switcher! It makes managing my finances so much easier. Great addition to Strabo!

• 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.

My default currency is SGD and I have some mutual funds in IDR (Indonesian Rupiah). I created a Stocks & Shares account in Strabo and entered the numbers. I skipped the ticker simbol because Strabo cannot find my mutual funds, then click Save. The resulting balance of this account on the dashboard (in SGD) is wrong. Maybe it's a currency change bug.

Also, if I go to the edit window for this account, it seems like Strabo tries to find an asset with ticker symbol IDR (whatever that is).

I have an investment account at a robo-advisor, which requires manual updating. What type of account is best for this?

The "Stock & Share" type requires me to input the unit and the price per unit. In my robo-advisor account, I don't control how my investment is spread to various assets.

The "Pension plan" type has a maturity date. My robo-advisor is not only for my pension. Even if it is, there is no maturity date as I can take out my money any time.

Should I choose "Alternatives"? This type requires me to input the current value and purchase value. I invest to my robo-advisor continuously so there is no single purchase.

I suppose in Strabo user interface, it's more like "Cash Account" although robo-advisors are investment accounts.

Any advice?

• 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.

We created this channel so that you can suggest the institutions you'd like us to add. Please include the country in your suggestion so that we can prioritise accordingly. Thanks!

• 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.