{"id":4492,"date":"2025-04-02T10:10:07","date_gmt":"2025-04-02T10:10:07","guid":{"rendered":"https:\/\/portfellow.com\/?p=4492"},"modified":"2025-04-04T11:37:46","modified_gmt":"2025-04-04T11:37:46","slug":"whats-new-at-portfellow-q1-2025-product-updates","status":"publish","type":"post","link":"https:\/\/www2.portfellow.com\/et\/whats-new-at-portfellow-q1-2025-product-updates\/","title":{"rendered":"What\u2019s New at Portfellow? Q1 2025 Product Updates"},"content":{"rendered":"
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At Portfellow, we\u2019re constantly working to make portfolio management smoother, smarter, and more insightful for every investor. Whether you’re just getting started or managing a diverse portfolio across multiple asset classes, these latest updates are designed to give you more flexibility, clarity, and control.<\/p>

Here\u2019s what\u2019s new this month:<\/p>

1. New investment performance report<\/h3>

We\u2019ve launched a brand-new investment performance report that lets you track the returns of your individual investments across any time period. Whether you want to analyze performance over the past week, month, or a custom date range, the insights are now just a few clicks away.<\/p>

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2. Future Cash Flow Report: now with intervals<\/h3>

We\u2019ve added interval options to the future cash flow report. You can now view and compare different transaction types across monthly, quarterly, or yearly intervals \u2014 helping you plan ahead with greater accuracy.<\/p>

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3. Annualized returns for fairer comparisons<\/h3>

You asked, we listened. In addition to cumulative returns, you can now view your portfolio or asset-level performance as annualized returns. This is especially useful for newer investments, giving you a more accurate and fair way to compare performance across assets with different holding periods.<\/p>

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4. Connect your EU bank accounts automatically<\/h3>

We\u2019re excited to announce that Portfellow now supports automatic connections to most major EU banks and financial institutions, including Wise, Revolut, and Stripe. This makes syncing your transactions even easier.
You can find the full list of supported partners via GoCardless here<\/a>.<\/p>

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5. New setup video: Getting Started with Portfellow<\/h3>

Need a quick walkthrough? Taavi recorded a great video showing how to set up your Portfellow account, enter your investments, and navigate key features.
\ud83d\udc49 Watch the video here<\/a><\/p>

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\u00a06. Real estate just got more flexible<\/h3>

Our real estate tracking features keep improving! You can now link multiple loans to a single property, making it easier to reflect your actual financing structure.
Coming soon: the ability to connect one loan to multiple properties \u2014 stay tuned!<\/p>

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7.\u00a0 Add extra portfolios to your subscription<\/h3>

Some of you asked for a way to add just one more portfolio without upgrading your entire plan… and now you can.
For just \u20ac2\/month, you can add an additional portfolio to your existing subscription. If you\u2019re interested, drop us a message at info@portfellow.com<\/a>.<\/p>

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Thanks for being part of the Portfellow community. With your feedback and ideas, we\u2019re building a better, more transparent way to manage investments \u2014 together.<\/p>

Warm wishes,
Marko & Taavi
Founders of Portfellow<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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At Portfellow, we\u2019re constantly working to make portfolio management smoother, smarter, and more insightful for every investor. Whether you’re just getting started or managing a diverse portfolio across multiple asset classes, these latest updates are designed to give you more flexibility, clarity, and control. Here\u2019s what\u2019s new this month: 1. New investment performance report We\u2019ve […]<\/p>\n","protected":false},"author":1,"featured_media":4493,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-4492","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"aioseo_notices":[],"featured_image_src":"https:\/\/www2.portfellow.com\/wp-content\/uploads\/2025\/04\/Updates-Q1-600x400.png","author_info":{"display_name":"Portfellow","author_link":"https:\/\/www2.portfellow.com\/et\/author\/admin\/"},"featured_image_src_square":"https:\/\/www2.portfellow.com\/wp-content\/uploads\/2025\/04\/Updates-Q1-600x600.png","jetpack_featured_media_url":"https:\/\/www2.portfellow.com\/wp-content\/uploads\/2025\/04\/Updates-Q1.png","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/posts\/4492","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/comments?post=4492"}],"version-history":[{"count":7,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/posts\/4492\/revisions"}],"predecessor-version":[{"id":4523,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/posts\/4492\/revisions\/4523"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/media\/4493"}],"wp:attachment":[{"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/media?parent=4492"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/categories?post=4492"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/tags?post=4492"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}