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.
February 22, 2026
- Improved portfolio CSV import/export
- Introduced Dark mode
February 09, 2026
- Remeber last-used configuration (timeframe, benchmark, base currency, etc.) in Backtesting and Optimization tools.
February 08, 2026
- Enabled all markets (countries and asset classes) in the asset search by default. The new "Market Coverage Select" replaces "Select Exchanges" to help narrow your search.
- Added snackbar alerts.
February 02, 2026
- Added Custom Market Data Portfolios, enabling users to upload their own CSV price data and backtest or optimize directly on their own datasets.
January 23, 2026
- Improved optimization feasibility checks and input validation in the Optimization tool, detecting invalid or infeasible asset and group allocations.
- Faster market data loading for large multi-portfolio reports.
January 20, 2026
- Added a “Convert to Base Currency” option in the Backtesting and Optimization tools that applies converted prices across all metrics. When disabled, calculations use original asset prices without currency conversion.
January 18, 2026
- Added more metrics and ratios like UPI and Serenity ratio to Optimization Tool
- Added Max Calmar optimized portfolio to Optimization Tool
- Improved text visualziation in pie charts
January 11, 2026
- Added Risk Parity to the Optimization tool
- Improved overall application stability and fixed bugs
January 04, 2026
- Enhanced Optimized Portfolios: added Max CAGR and Max CAGR–Drawdown, improved Max Omega and Min CVaR
- Faster calculations and improved stability in Backtesting and Optimization tools