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.
April 23, 2025
- Add summary card to Backtesting and Optimization tools
- Increased the number of portfolios in a single report from 3 to 5
March 22, 2025
- Add portfolio rebalancing options
- Add more exchanges and option to select exchanges for Asset Search
- Add 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