Autumn Sale, Heatmaps and import improvements | September '23 Product Update

Hello fellow investors!

At the end of the summer we worked on improving data import from your brokerage and adding Heatmaps for your portfolio, and today we want to tell you more about the latest changes.

But before we begin, we are pleased to announce the start of our Autumn sale!

🍂 AUTUMN SALE - 30% OFF All plans until September 24

From September 18 to September 24 you have a chance to get to our Starter and Investor plan with a 30% discount!

With our premium plans you can track an unlimited number of holdings, automatically sync with your broker, get full access to our dividend rating, and many more useful features to take full control of your financial future.

Heatmaps

Using the heatmap, you can more clearly assess the most significant changes in your portfolio.

Go to Analytics -> Growth page and on the "Holdings performance" widget you'll see a toggle button. Here, you can switch between the Heatmap and Bar chart view.

By default, the area of each item on the heatmap is represented by the current allocation of the holding in your portfolio, but you can change this in the chart settings.

Improved import from your brokerage

Now we import more data from automatic brokerage connections via Yodlee/Snaptrade and brokerage statements.

What does it mean?

It's not always easy to match data we receive from a brokerage with existing tickers. For example, we get "Global X S&P 500 Covered Call something something" instead of the actual ticker and it's hard to match it with our database.

Previously we didn't import these assets at all. Now we create special custom assets for them, so your can see a full overview of your portfolio in our service.

Later, you can specify the ticker for this asset yourself, if necessary, and it will be converted into a regular asset - stock, fund, ...

Also, if you have some assets we don't support yet, like bonds or options, we will import them as these custom holdings as well.

What's else?

• Added the ability to automatically recalculate withheld tax in dividends based on specified tax % (for all or for selected records)
• Categories -> Edit. Added the ability to select the accuracy of  the "Equalize X%" for categories - up to 1, 2 or 3 decimal places.
• In the Analytics -> Holdings performance section added the ability to view profits for 1 day.
• New tab - Notifications history.
• Minor bug fixes and improvements.

Have a good day!