We are pleased to bring you the latest updates and enhancements we’ve made to the Portfellow platform in recent weeks.
As always, our goal is to provide you with the best possible tool to make investment tracking easier, more accurate and more efficient.
We have added a number of new functionalities based on your feedback – portfolio sharing with other users, more accurate return calculation, new currencies and much more. More on all this below!
🧮 New performance calculation method – XIRR: Portfellow now supports the XIRR (Extended Internal Rate of Return) method, allowing for even more accurate portfolio performance evaluation. In addition, we’ve also made improvements to CGAR and linear performance calculation methods to better reflect the growth of your investments.
🔍 CGAR and linear method now more accurate: We have refined the CGAR (Compounded Growth Annual Rate) and linear return calculation methods to make them even more precise.
📝 Adding portfolio notes: The new note creation view and editor allow you to add detailed notes about your portfolio. This helps you document your investment decisions and capture your portfolio’s investment strategy!
đź”’ Sharing portfolio viewing rights with others: One of the major updates is the ability to grant others access to view your portfolio. This is useful for collaboration with family members or business partners. We ensure that your data is shared securely, and access is only given to those you trust.
📊 Homepage chart enhancements – cash flow, waterfall, and pie chart: We’ve enhanced the homepage charts by adding cash flow and waterfall chart views. We’ve also improved the asset allocation pie chart.
đź’± Support for new currencies: NOK (Norwegian Krone), DKK (Danish Krone), CAD (Canadian Dollar), HKD (Hong Kong Dollar), SGD (Singapore Dollar), JPY (Japanese Yen).
Visit the Portfellow app to explore all the new features in more detail!
