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A
3mo ago

Filtering

I couldn't find any filtering options on the accounts page. Could you please clarify if there are any features or tools to sort or filter the displayed accounts based on specific criteria? If not, is there any plan to implement such functionality in the future?

1 reply
4mo ago

24/01 Updates

  • We've revamped our back end, separating platform sections into individual widgets. The exciting news? Soon, these widgets will be draggable and configurable on the new pages. Requested by

  • Now, if you're a new user attempting to log in without first creating an account, you are automatically redirected to our pre-filled signup form.

0 replies
J
4mo ago

More Currencies

Hi,

I can see that you've added a currency toggle in the menu bar, which helps as I'm in USD. However, I also have some accounts in CAD. Is there the possibility to add more currencies? If there's a list, please add CAD

Thanks

2 replies
A
4mo ago

It would be cool if you guys made the app more customizable!

 

4 replies
4mo ago

17/01 Updates

  • You can now effortlessly add new tags to your list by hitting the "Enter" key, assign tags to specific accounts for better organization, delete tags you no longer need, and navigate through your tag list using arrow keys for a more intuitive experience.

  • We've also added a touch of creativity to your user experience by introducing an animated logo that serves as our new loading widget.

  • Thanks to 's suggestion, we've implemented a valuable enhancement! Inside the "Add Accounts" page, we've added a direct link to our Security Page for quick access to detailed security information. Additionally, a reassuring message now assures users that when linking accounts, their data is secure, and no information will be exposed.

1 reply
A
4mo ago

Security

Hi! I'm considering linking my accounts but am a little skeptical about whether it's safe to do so. Is there a way to reassure me that my data is safe when linking accounts?

1 reply
4mo ago

08/01 Updates

  • We've upgraded your app with a sleek loading skeleton state! When the app or new components load, you'll see a sleek loading animation, signalling that the page hasn't fully loaded. These animations last only a few seconds and vanish once the components and content are loaded

  • We've made a change to the accounts section! Instead of listing all accounts individually, we've grouped them based on automation, with a collapsible drop down showing sub accounts

0 replies
4mo ago

27/12 Updates

  • Due to popular request, we've added a syncing state to the add accounts process. This means that you can now see accounts as soon as they've been added. They'll show a progress wheel that spins until the sync is completed, at which point your Accounts list will repopulate

    This means that you'll now know the success or failure state of the account adding process, meaning you'll know when to raise a ticket

0 replies
5mo ago

20/12 Updates

  • We've implemented some enhancements to the Hover state on NW History. Now, when you hover, it displays both the date and the amount beneath your NW.

  • The tagging system has been updated for increased speed. We've added a new dropdown menu, and now you have the option to delete tags.

  • In terms of aesthetics, we've designed a bar to be added to the accounts page for the Syncing State of each account. This bar now shows a spinning icon when the account is syncing and changes to a success status when the item is synced.

  • Additionally, we've made improvements to the country selector menu. It is now responsive, and we've upgraded to a new UI and loading animation.

0 replies
5mo ago

14/12 Updates

  • Improvements to NW Forecast: Consolidation of growth rate UI into smaller modals & cleanup of NW Forecast settings

  • Aesthetics: Colours added for positive and negative values in Accounts table

  • Accuracy improvements to NW ranking formula & bars

  • Removal of edit ticker for Manual Stocks

  • Consolidation of growth rate UI into smaller modals & cleanup of NW Forecast settings

0 replies
5mo ago

8/12 Updates

  • Account Connectivity Issues Fixed: as many of you will know, we have been having issues connecting certain accounts. This has mostly been brokerages and was due to an issue with our API provider which has now been resolved. The accounts you were having problems with before should now be working

  • Deleting Accounts Changed: Originally, we had designed the platform to convert synced accounts to manual ones before deleting. This would ensure continuation of data in case a user wanted to resync. This was causing confusion, so we've changed it to instant delete

0 replies
5mo ago

30/11 Updates

  • Coverage update: we understand that a few users have reported limited coverage. We've now re-set up coverage in the following countries:
    Germany, France, Netherlands, Ireland, Spain, Sweden, Denmark, Poland, Portugal, Belgium

  • We've also fixed sorting by columns including ROI and balance to the Accounts Table and Investments Table

  • You can now access the community directly from the Platform sidebar

  • Improvements to mobile responsiveness: this still isn't perfect, but overlap between cards has been removed and the side-bar amended to be more mobile friendly

0 replies
5mo ago

Delete my account to change country

Hi, would it be possible for you guys to delete my account so that I can sign up again with a different country selected?

When I did the onboarding it was still super buggy and it ignored my country selection, so currently it's set to the UK even though I wanted it to be the US.

1 reply
6mo ago

24/11 Updates

  • Privacy Toggle Fixed

  • Manual add account fixed for Real Estate and Stocks

  • Plaid coverage expanded to Germany, Sweden, Denmark, Poland, Portugal, Belgium and Canada. Should cover Banks and some Brokerages

  • Sorting by Balances added in Accounts Table

  • Error Notifications Bar: error messages simplified and popup moved from top right to lower middle for improved visibility

0 replies
S
6mo ago

Privacy Toggle gets stuck

Tried playing with the privacy toggle and I got stuck with it enabled - had to log out and back in to fix it

1 reply
6mo ago

UK Brokerage Accounts not connecting

Part of the issue with the infinitely Loading Providers button was that we have had an ongoing issue with the API provider for UK brokerages. This is currently being resolved, and changes should be released today to fix this.

0 replies
6mo ago

Loading Providers Button stuck [add account process]

Several users have raise the issue where the loading providers button gets stuck when adding an account.

This is due to the providers re-rendering each time an account type is clicked.

1 reply
6mo ago

Strabo Review - Tech Duffer

https://techduffer.com/streamline-your-investments-a-comprehensive-review-of-strabo/

0 replies
6mo ago

Strabo is live!

You may have noticed that we removed the waitlist for a couple of days in order to test out the signup process. We are still sorting out a few final bugs, so the public launch email should be going out next week. We also have a few bits of exciting press to share, which will also be hitting your inboxes in the coming weeks.

Please share feedback directly with one of the team, publicly here or by raising a ticket in-app, using the big purple❓

0 replies