PortfolioMetrics

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.

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