Inside the widget menu, you'll now find a feedback form. If something’s missing or not quite right, let us know.

Need guidance? Click the new button in the bottom-left corner to schedule a free 20-minute consultation with a financial advisor.

Filter Accounts in Investments: You can now filter by child accounts as well as parent accounts on the investments page

‍Improved Tagging: Filter through tags, accounts, sub-accounts, and searches for a smoother navigation experience.

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.

Portfolio Reviews: Tailor how often you receive portfolio reviews—choose from weekly, monthly, or quarterly updates in your email settings.

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.

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.

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.

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.

We've incorporated a loading indicator following the final onboarding step in the sign-up process.

We made some small improvements to mobile responsiveness

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.

We designed a new screen for platform errors to make those irritating malfunctions a little more bearable.

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

Almost all synced accounts should now show total cost basis for the units purchased.

Certain account types were still showing in the Accounts page after being deleted. This has now been rectified.

Updated Investments table to pull Cost Basis automatically. This should now work for most synced accounts: where the data is available, it will now always show on the table, along with your ROI.

Bug fixes to asset balance cards for non-UK based accounts.

Performance chip added to show % gain or loss based on your chart filters, including both time filters and asset filters. However, it won't display if the period starts from 0, ensuring accurate representation. The total is now responsive to update with the chart too.

We’ve separated platform sections on the back end into individual widgets. These will soon be draggable and configurable in the new pages

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.

Thanks to @aimee'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.