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.

September 19, 2025

  • Enhanced asset allocation input in Backtesting and Optimization tools
  • Made various UI improvements

September 07, 2025

  • Integrated Help Center
  • Improved input fileds in Backtesting and Optimization tools
  • Fixed risk-free rate usage in Summary section
  • Fixed bugs and improved performance

August 25, 2025

  • Integrated Digital Currency assets
  • Added Report Configuration section to PDF reports
  • Added Report Name option to PDF and Shared reports
  • Improved UI in Shared reports page

August 23, 2025

  • Improved calculation of risk-adjusted performance metrics (Treynor ratio, Information ration, etc.) in Backtesting Tool
  • Introduced user-friendly IDs in shared reports for better user experience

August 10, 2025

  • Added Sortino Ratio to Optimization Tool
  • Added a button to link Backtesting and Optimization tools
  • Added rebalancing options to Optimization Tool
  • Fixed refreshing Saved Reports list after saving report
  • Added minor improvement in AI Summary prompt
  • Improved 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

  • Added PDF reports
  • Improved 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