Changelog
New features, improvements and fixes, ordered by date.
Subscribe to the feedInfoLatest entry
edgio has a new website with a new home page, new pages for the signals of each security, a knowledge section and this changelog. The edgio duck joins as the mascot.
24 entries
On the Free plan, Discovery shows the full curated list instead of a preview. Comparing is open to everyone. Pro adds the trackers for criteria, theme groups and single names.
DetailsImporting a PDF or CSV now runs in three steps: file, target portfolio, review. Broker tiles show where to find the file, and an import can be undone afterwards.
DetailsOverview and Analysis now open with a plain-words statement about your portfolio. They add the signal heatmap, the correlation matrix and an Analysis with five sections.
DetailsThe account now has a base currency setting. edgio shows values, cost basis and return in it. Euro stays the default, with Swiss francs and US dollars as choices.
DetailsA cash balance can be recorded for each portfolio. Without one, edgio works with securities only, as before. With one, value, weights and risk refer to securities plus the balance.
DetailsSeveral portfolios can be combined into a group and viewed together. Each group can have its own loss floor, separate from the limits of the individual portfolios.
DetailsIn the simulator you can set your own assumptions for a price shock, by asset class, sector or region. The result shows the effect on the real and on the simulated portfolio.
DetailsThe Credit Markets page now shows rates at a glance, the yield curve and the ECB stress gauge. Each section comes with a classification in plain words.
DetailsIn the Risk Budget, each portfolio and each portfolio group has a loss floor of its own. One warning email bundles several portfolios and groups. A new section, Try it out, is added.
DetailsIf you set your loss floor as a fixed euro amount, the matching alert email now goes out. Before, it did not, because the amount was not being read.
DetailsWhen eight or more signals change on one day, you get one email instead of many. It opens with your portfolio and lists the five changes with the largest score move, with the rest as a count.
DetailsThe account page lets you pick German or English for the app and your emails. The language chosen at sign-up already applies to the very first email.
DetailsThe settings control portfolio alerts, trackers, the weekly overview and tips and news separately. The unsubscribe page shows the same four groups.
DetailsFree plan accounts now get the weekly overview email too, covering the positions the Free plan shows. One line says how many positions are paused.
DetailsThe weekly overview email shows portfolio value and week change, a comparison with MSCI World and S&P 500, the week's signal changes and the largest positions, each as its own block with company logos.
DetailsPositions, signal lists, the risk table, backtest and Discover now show company logos beside name and ticker, so holdings are quicker to spot. Without a logo, a neutral tile appears.
DetailsWith the Edgio Signals plugin, ChatGPT and Claude can report the current signal state of a curated universe: one security, a comparison, a sector or the market. No account and no sign-in needed.
DetailsIf you share several Parqet portfolios, you assign each one to its own edgio portfolio and pick the positions per portfolio. Before, only the first Parqet portfolio came through.
DetailsIf you use Parqet, you can link your portfolio to edgio by signing in at Parqet. Purchases, sales and dividends arrive automatically and are synced daily, with no file export.
DetailsDiversification now shows whether a deduction applies to the score, which finding causes it and where the limit of each of the three checks sits. Names instead of tickers, with the current values.
DetailsFor a portfolio with a single holding, edgio now reads diversification from the structure of the ETF: number of underlying holdings, sector mix and geographic reach. Before, it only said "not measurable".
DetailsThe public signal pages on edgio.at now show a much larger curated selection: more than 400 securities instead of about 200, including DAX, SMI, ATX, MDAX, EuroStoxx 50 and S&P 500.
Detailsedgio is open to the public: create an account, import a portfolio and see the signals for your own holdings. The Free plan costs nothing. A demo shows the app without an account.
DetailsThese entries describe edgio features. They are not investment advice. Disclaimer
