• 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.

Hi! Are you working on adding more banks? because I noticed that not all of my banks are listed

• 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

I saw that Strabo AI is coming soon to generate reports, summarize pages, and populate widgets—sounds exciting! Any idea when this feature will be live? I can’t wait to see it in action!

Hey! Thanks for the app updates—they’re really improving the features! I was wondering if you could add an option to export bar and line graphs so I can save them to my desktop. Also, I love the new Net Worth History chart feature that lets you switch between bar and line views. Great job!

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?