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.

You can now add multiple manual stocks simultaneously, and keep these inside a custom parent account. This means you can have a manual brokerage account with children inside it, each with its own cost basis and ROI.

We are still getting feedback that the onboarding process is too cumbersome. So we’ve decided to remove the add account step entirely, and pre-populate new accounts with some dummy data.

We’ve sent everyone a feedback modal which will appear on you next login, so you can share some insights with us for new feature development. Please be candid in your responses - all feedback is welcome.

You are now able to edit both the parent and children elements of synced accounts. Please note that this will also reflect on custom pages where you are able to filter by these new names

We quietly rolled out a few bug fixes this cycle, including improved coverage for manual stocks, and an error with the pie chart on custom pages.

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.

Tired of default account names? You can now personalize them! Simply head to the Accounts page and rename your accounts under the Edit section.

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

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

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

We were notified that the investment chart was updating one day late. This has now been rectified

This now re-renders when you split by asset class to show the smaller Y axis scale more accurately

We have fixed some crypto balance issues that were causing account balances to reflect differently in different widgets

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

Although the platform is web-first, we’re gradually making small UI updates to improve your experience while we work on the app

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.

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

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

We have drawn up some new icons for all asset types, which you'll notice pop up around the platform

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!

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
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- Embedded checkout: in order to have a more seamless payment system, we built an embedded checkout instead of using the default Stripe one

Dark mode: by popular request, we are launching dark mode on Strabo!

Bespoke payment modal: we have replaced the off the shelf Stripe payment modal with our own custom one in order to make the payment experience more seamless

- 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

includes New T&C's and Cookie Policy - please read (they are in footer of website)

Have decided to keep key early supporters free indefinitely, so you will retain premium access to the platform.

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!

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.

The add account process has also been streamlined with a new progress animation.

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.

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!

The add account button is now available on all screens, with modals. There's also a timeout notification when user data lapses.

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.

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.

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.