We’re building a new section in the app to help you understand your portfolio better. As Sharon gave a sneak peek of our new icons, we will begin to test this “Insights” section with a handful of people at first. Our first version includes a breakdown of your investments by asset class, as well as country. This is just the start though - we’re also working on adding adding more information such as rate of return and a sector breakdown.
As this section contains key information about your portfolio, we want to refine this with testers who understand that the work is in progress and that you will constantly see improvements moving forward
As previously mentioned, this is a very early version of the feature so do bear that in mind when you start to look into it. We will keep this in “Beta” mode until we are confident in the quality of our Insights so do report any bugs or any points that do not make sense in order to help us fix and improve the experience. We’re giving you early access now to gather your feedback & help spot bugs
If you’re on iOS, hold tight as we’ll invite you to test this in the next few weeks.
Just a quick update, we’re adding some finishing touches to this first version before we roll it out for testing so this will ‘go live’ early next week.
I love that we now have this - but like a spoiled child I now want the next thing. If my portfolio could be broken down by sector that would be awesome and very useful to my strategy
Also show those sectors I’m NOT invested in, so I can see the gaps
I signed up for this last week and have just updated to the latest version but can’t see this new tab (and yes I am on android lol!) - should I be seeing this now?
Finally a feature we get to test first before the iOS gang:raised_hands:)
It looks beautiful!