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17d ago

26/06 Updates

  • 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

0 replies
1m ago

12/06 Updates

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.

0 replies
A
1m ago

Bug in currency exchange?

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).

3 replies
A
1m ago

Robo advisors

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?

1 reply
2mo ago

29/05 Updates

  • 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.

0 replies
2mo ago

Why we made this

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!

6 replies
2mo ago

15/05 Update

  • 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

0 replies
2mo ago

01/05 Updates

  • 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

0 replies
3mo ago

17/04 Updates

  • 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.

2 replies
J
3mo ago

Nice Life Events :)

I really like this feature. When I increase/derease my contributions, is that for the month, year, something else?

1 reply
3mo ago

03/04 Updates

  • 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.

0 replies
4mo ago

27/03 Updates

  • 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.

0 replies
4mo ago

20/03 Updates

  • 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.

0 replies
4mo ago

13/03 Updates

  • 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

0 replies
4mo ago

06/03 Updates

  • 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

0 replies
4mo ago

Dark mode

Dark mode for the sake of my poor eyes haha.

3 replies
4mo ago

Maximise Your End of Year Tax Benefits: FREE Webinar with Financial Planner David Henry

The end of the tax year is fast approaching, and it can be easy to forget about some of the tax allowances that are available here in the UK. These allowances represent free money in many cases, and you can't beat that. To ensure that you get the most value out of these,  our good friend and financial planner David Henry from The Money Den will be running a FREE live half hour webinar on 19th March at 1pm GMT to recap what these main allowances are, and offer some practical tips on how you can approach tax year end planning in the future to make your lives easier.

You can register here & feel free to share the link with others who may be interested

0 replies
5mo ago

28/02 Updates

  • We've just launched Life Events feature. Now, you can seamlessly incorporate important life events into your Net Worth Forecast.

0 replies