Changelog
News from the PortfolioMetrics engineering team. Follow our journey as we build, improve, and occasionally fix things to make your investment tracking experience better every day.
August 25, 2025
- Integrate Digital Currency assets
- Add Report Configuration section to PDF reports
- Add Report Name option to PDF and Shared reports
- Improve UI in Shared reports page
August 23, 2025
- Improve calculation of risk-adjusted performance metrics (such as Treynor ratio, Information ration, etc.) in Backtesting Tool
- Use user-friendly IDs in shared reports
August 10, 2025
- Add Sortino Ratio to Optimization Tool
- Add a button to link Backtesting and Optimization tools
- Add rebalancing options to Optimization Tool
- Fix refreshing Saved Reports list after saving report
- Add minor improvement in AI Summary prompt
- Improve UI in portfolio input layout
July 27, 2025
- Enhanced application performance with optimized fetching, improved caching, and faster server-side rendering
- Fixed bugs to improve stability and reliability
July 20, 2025
- Add PDF reports
- Improve code mainatanability
June 26, 2025
- Fixed multiple bugs and improved overall app stability
- Made internal improvements for better code maintainability and test coverage
June 04, 2025
- Enhanced US market data by integrating a higher-quality data provider
May 17, 2025
- Updated AI Summary and added chat functionality
April 25, 2025
- Added CSV Export for downloading data displayed in tables and charts
- Polished UI design
- Improved Summary Card
April 23, 2025
- Added Summary Card to Backtesting and Optimization tools
- Increased the number of portfolios in a single report from 3 to 5
March 22, 2025
- Added portfolio rebalancing options
- Added more exchanges and option to select exchanges for Asset Search
- Added start new analysis button to shared report
March 16, 2025
- Added money market funds like SPAXX, FGXXX
- Added Changelog and Roadmap pages
- Improve pie chart and heatmap visualizations
- Fixed bug in portfolio construction
March 08, 2025
- Added save and share report functionality for optimization reports
- Improved UI of Saved Reports page
March 04, 2025
- Added UPI (Ulcer Performance Index) metric
- Redesigned Metrics page with detailed explanations
February 23, 2025
- Added cash asset support for portfolios
- Improved asset search algorithm
February 21, 2025
- Added Portfolio Optimization tool with advanced features including allocation constraints
- Renamed dashboard to Portfolio Backtesting tool
- Improved CSV import/export in portfolio tools
- Enhanced data validation for better reliability
February 02, 2025
- Added sidebar navigation for improved user experience
- Created dedicated saved reports page
- Enhanced page card headers and UI elements
- Improved responsive design for mobile and desktop
January 22, 2025
- Added Sortino and Calmar ratios to asset and value tables
- Added detailed help descriptions to value analysis table
January 19, 2025
- Enhanced ETF Comparison pages with improved search and filtering
- Added URL search parameters for easier sharing of ETF comparisons
January 18, 2025
- Redesigned blog pages with improved layout and categorization
- Added support for YouTube videos in blog pages
- Enhanced Monte Carlo simulation with extended metrics
- Increased maximum forecast years to 50 for Monte Carlo simulations
January 13, 2025
- Improved report input validation
- Renamed 'Reinvest dividends' option for clarity