What's New

Track the latest features, improvements, and fixes in EuroFolio.

April 2026

April 19

  • ChangedYou can now add assets in any currency to any portfolio. VWCE (EUR), IWDA (USD), and VUSA (GBP) can all sit in the same portfolio. Values are always shown in your portfolio's base currency with exchange rates applied automatically. Assets traded in a different currency are flagged with an amber indicator in the holdings list so it's always clear where conversion is happening

April 11

  • AddedTwo new ways to discover portfolios on the Portfolios page. A popular community section surfaces top-performing portfolios ranked by Sharpe ratio and 5-year return, and an ETF search lets you type any fund name or ticker to see which portfolios hold it

April 6

  • AddedCustom start date on the compare page. All portfolios are normalised to that date, so you can benchmark any time window rather than being forced to the earliest common date
  • AddedA "Remember me" checkbox on the login page keeps you signed in for 60 days instead of the default 24 hours

April 5

  • AddedPortfolio digest emails. Opt in from your profile settings to receive a regular summary of your portfolio performance. Choose weekly, fortnightly, monthly, or quarterly. Each digest includes your period and YTD return for every portfolio

March 2026

March 24

  • ImprovedAsset search now groups duplicate exchange listings into a single result with inline exchange chips. Works the same in both the main search and Bulk Add

March 22

  • AddedNew Assets discovery page. Search for any UCITS ETF or Mutual Fund to see which assets European investors most commonly pair with it, or browse popular ETFs organised by asset class; Equity, Bonds, Real Estate, Commodities, and more
  • AddedEach ETF now has its own page (e.g. /assets/VWCE) showing fund details, a community-sourced portfolio insight, real portfolios that hold it, and a Pairs well with section listing the ETFs most frequently held alongside it

March 21

  • AddedThe performance chart on portfolio detail pages now has a Show rebalancing events toggle. Enable it to see a dashed vertical line at each rebalancing date, with a small badge showing buys and sells. Hover the badge to see a full trade breakdown by each asset, share count, and value
  • AddedPortfolio detail pages for rebalancing strategies now include a Rebalancing History section. It shows total rebalancing events, individual trade counts, total amounts bought and sold, and an annual breakdown table, so you can see exactly how much trading activity the strategy generated each year
  • AddedEach optimised strategy on the Portfolio Optimizer now has a Create Portfolio button. Click it to open the create form pre-filled with the optimised weights, ready for you to name, save and backtest

March 20

  • AddedYou can now clone any portfolio directly from its detail page. Click the Clone button to open the create form pre-filled with the same holdings, currency, and rebalancing frequency, ready for you to name and adjust before saving as your own

March 18

  • AddedPortfolio detail pages now show an Other portfolios using [ETF] section at the bottom. Based on the top holding by weight, it surfaces up to four other well-performing portfolios that share the same ETF, a quick way to see how other investors are building around the same building blocks

March 16

  • AddedThe Efficient Frontier chart on the Portfolio Optimizer now has a Show individual assets toggle. Enable it to see each asset plotted as a dot at its own expected return and volatility, with its ticker label alongside. Useful for seeing at a glance how far the optimised portfolios move relative to the underlying holdings

March 15

  • AddedThe Portfolio Optimizer now includes a Risk Profile selector in the Advanced Constraints panel. Choose between Cautious, Moderate, or Growth to bias the Balanced proposal towards capital preservation or higher expected returns. Switching profiles immediately re-runs the optimisation so you can compare results side by side

March 14

  • AddedThe Portfolio Optimizer now lets you control how much weight a single asset can hold in any optimised strategy. Expand the Advanced constraints panel below the portfolio selector and use the range slider to set a per-asset minimum and maximum. Tightening the minimum forces more diversified results; lowering the maximum prevents the optimizer from concentrating too heavily in one asset

March 13

  • AddedA new Allocation Transition Map on the Portfolio Optimizer shows how each asset's weight shifts as you move along the efficient frontier from lowest risk to highest return. Useful for understanding which assets drive the portfolio at different points on the curve
  • AddedThe optimizer's Asset Statistics section now shows per-asset Sharpe, Sortino, Max Drawdown, and Calmar ratios alongside expected return and volatility, so you can see which individual holdings are dragging down or lifting the overall risk-adjusted performance
  • AddedAsset class breakdown added to Proposed Allocations in the optimizer. Each strategy column now shows a colour-coded bar indicating the split between Equity, Fixed Income, Commodities, and other categories, making it easier to compare structural differences between strategies at a glance
  • AddedEdit and Optimize shortcut buttons added to portfolio detail pages, so you can jump directly from reviewing a portfolio's performance to editing its holdings or running the optimizer

March 11

  • AddedHovering any point on the Efficient Frontier chart in the Optimizer now shows the full asset allocation for that point, so you can see exactly how the portfolio is weighted at each level of risk and return

March 9

  • AddedYou can now opt in to receive occasional product updates and news from EuroFolio during registration. Your preference can be changed at any time from your profile settings under Email Preferences

March 8

  • AddedAsset class breakdown added to portfolio pages and the compare view. A colour-coded bar below the allocation chart shows how a portfolio is split across categories like Equity, Fixed Income, Real Estate, and Commodities at a glance
  • AddedPortfolios can now include individual stocks and crypto assets alongside ETFs and mutual funds. Asset search has been updated to surface all supported asset types
  • FixedAllocation chart colour palette expanded from 8 to 21 distinct colours to support larger portfolios. Portfolios with many holdings now show each asset in its own colour rather than sharing colours

March 7

  • AddedBulk add assets when building or editing a portfolio. Paste a list of ticker symbols separated by commas, spaces, or new lines and EuroFolio will look them all up at once, saving you from searching one by one
  • AddedUlcer Index and Martin Ratio added to portfolio detail pages. These metrics measure drawdown severity more precisely than standard volatility measures, helping you assess how painful the dips in a portfolio have historically been

March 6

  • FixedSome distributing ETFs pay dividends in a different currency to the one they trade in. EuroFolio now detects this and automatically converts those dividend amounts to the fund's trading currency using historical exchange rates at the time of payment, so dividend reinvestment calculations are always accurate

March 2

  • ChangedThe create and edit portfolio pages now make it clearer that all assets in a portfolio must share the same currency. Helper text and validation messaging have been updated so the constraint is visible, minimizing confusion why some assets may not be showing up in search results when building a portfolio

March 1

  • AddedNew Portfolio Optimizer. Select any existing portfolio and see whether a different allocation could better match your goals. Three optimisation strategies (Max Sharpe, Min Volatility, and Balanced) suggest revised weightings plotted on an efficient frontier, making it easy to compare risk-return trade-offs at a glance
  • AddedAll performance metrics on portfolio detail pages now have tooltip explanations, hover any stat for a plain-English description of what it measures
  • ChangedAfter logging in, you are now sent back to the page you were visiting rather than being redirected to the home page

February 2026

February 28

  • AddedSortino Ratio added to portfolio detail pages. Unlike the Sharpe ratio, Sortino only penalises downside volatility, giving a clearer picture of how a portfolio behaves during falling markets
  • AddedCompare page now shows Sortino Ratio, Best Year, Worst Year, and Average Monthly Return. All metrics are calculated over the shared date range between portfolios, so comparisons are truly apples-to-apples

February 27

  • AddedNew account settings page. Update your name, change your password, or fully delete your account yourself
  • ChangedTerms and Privacy pages updated to reflect that you can now delete your account directly from your profile, no longer need to send an email

February 23

  • ChangedFavourite button redesigned with a star icon and an amber animation hint to make it more noticeable on portfolio pages
  • AddedActive currency filter is now shown in the asset search modal, so it's always clear which currency is being filtered when adding assets to a portfolio. Not found message now also includes the active currency for clarity when no results are found

February 21

  • AddedBacktest duration now shown on portfolio detail pages, see at a glance how many years of historical data back each portfolio's results
  • ChangedPortfolio description is now optional when creating or editing a portfolio

February 7

  • AddedNew Best Sharpe Ratio leaderboard ranking the top 25 portfolios by risk-adjusted returns, with at least 5 years of backtest data. Includes annualized return, volatility, and max drawdown metrics
  • AddedNew Best Calmar Ratio leaderboard ranking the top 25 portfolios by return relative to their maximum drawdown, rewarding consistent performance with lower peak-to-trough losses
  • AddedCompare page now shows Calmar Ratio and Return vs. Volatility positioning for each portfolio, alongside help tooltips on every metric explaining what each stat measures
  • AddedPortfolio short descriptions now shown below each portfolio name on the leaderboard tables, making it easier to understand what each portfolio holds at a glance
  • ChangedPortfolio save progress now shows step-by-step stages in an overlay rather than individual toast notifications. Save time for larger portfolios optimized

February 6

  • AddedPortfolio favourites feature. Save community portfolios to easily find them later on your portfolios page and quickly add them to comparisons with your own. Favourite any portfolio with the heart icon, then access them from "My Favourites" on the Browse and Compare pages

January 2026

January 31

  • AddedSupport for mutual funds (FUNDs) in addition to ETFs - you can now build portfolios with both asset types

January 18

  • AddedShare portfolio performance directly from a portfolio detail page, generates a summary image with performance chart that you can download or post to social media

January 13

  • AddedPortfolio comparison page now displays correct currency symbols (€, $, £) based on each portfolio's base currency, with a clear info banner when comparing different currencies
  • FixedPortfolio comparison dividend metrics now calculated for the same time period as other performance metrics for accurate side-by-side comparison

January 15

  • AddedAllocation percentage inputs now support decimal values (e.g. 33.5%) when building or editing a portfolio. Accepts both dot and comma as decimal separators for international users (e.g. 33,5%)
  • AddedClearer guidance shown on the portfolio create page when your email address has not yet been verified

January 12

  • AddedVisual indicator for assets with limited historical data - dates display in orange with tooltips when an asset has less than 3 years of price history

January 11

  • ChangedSignificantly improved backtest performance - portfolios now calculate results up to 3x faster through optimized database queries and background processing
  • AddedEnhanced asset display in Holdings Details - exchange information now shown alongside asset symbols (e.g., VWCE.XETRA)
  • AddedVisual progress animation when creating or editing portfolios to show backtest calculation status

January 7

  • FixedPortfolio detail pages now display correct currency symbols and icons based on the portfolio's base currency (EUR, USD & GBP) for investment values and charts
  • ChangedUser list and user profile pages now display clearer information about best-performing portfolios for improved clarity

January 5

November 2025

November 26

  • AddedInformational tooltips for all metrics on portfolio detail pages. Hover over the help icon next to any metric to see a clear explanation of what it means, why it matters, and how to interpret it

November 24

  • AddedGuided UI for portfolio selection on compare page with animations and highlighting
  • ChangedVisual and usability improvements to contact, compare, and static pages

November 23

  • AddedEnhanced authentication experience with animated login and registration pages, plus improved handling of expired email verification links
  • FixedAllocation chart height now adjusts dynamically based on number of holdings
  • ChangedVisual improvements to 404 page, portfolio cards, and comparison buttons

November 22

  • AddedNew animated homepage with hero section, features showcase, "How It Works" guide, and call-to-action sections

November 20

  • ChangedRelaxed email verification - you can now login without verifying your email first. Verification is only required when creating or editing portfolios.

November 16

  • AddedEnhanced dividend display with detailed analytics, distribution policy information, and yearly breakdown showing actual portfolio amounts

November 15

  • FixedAnnual returns in monthly heatmap now more accurately reflect portfolio performance
  • FixedResolved dividend double-counting issue
  • FixedFirst partial month now shows calculated return instead of '-'

November 13

  • AddedCustom 404 "Not Found" page with improved design
  • FixedCorrected canonical URL issue to improve SEO

November 8

  • AddedNew site logo, added as favicon

November 7

  • AddedOptimized EuroFolio as a Progressive Web App (PWA) - you can now install it on your devices
  • ChangedEnhanced caching strategy for better performance

November 5

  • ChangedPortfolio Creators page now uses standard header and footer for consistent look

November 4

  • AddedAsset Allocation section now shows earliest available price date for each asset
  • AddedCharts now include extra analysis details
  • Changed"My Portfolios" now sorts alphabetically by name (instead of newest first)

November 3

  • AddedAsset Allocation donut chart is now interactive with hover effects

November 2

  • Added"Assets" column on Top Portfolios page
  • AddedSmall disclaimer added to the site
  • FixedExpense ratio (TER) now correctly fetched when adding new assets

October 2025

October 31

  • AddedMarkdown support for portfolio descriptions (up to 5,000 characters)
  • Added"Top Portfolios" leaderboard page
  • ChangedReorganized portfolio detail page with improved information hierarchy
  • ChangedFull asset name now shown when hovering over donut chart
  • FixedPortfolio changes now automatically update without cache delay

October 30

  • ChangedEnhanced overall portfolio details and UI consistency
  • ChangedHomepage portfolio selection now sorted by Sharpe Ratio
  • FixedDate alignment bug in portfolio comparison tool

October 29

  • AddedNew "About" page

October 27

  • AddedSign-up prompt on /portfolios page for non-logged-in users
  • ChangedImproved UX of Performance Chart and Drawdown Analysis Chart
  • FixedExpense ratio now correctly shows "0%" instead of "N/A" when value is zero

October 26

  • AddedTooltip now indicates the limiting asset in Holdings Details table
  • AddedColored toast notifications for better visual feedback

October 25

  • AddedComprehensive SEO improvements across the site
  • AddedEmail verification and password reset functionality
  • Added500ms debounce delay to asset search for improved performance
  • ChangedUpdated to use new eurofolio.eu domain

October 24

  • AddedBase currency and rebalancing frequency selection when creating portfolios
  • ChangedFooter now links to Contact page instead of About

October 22

  • AddedPrivacy policy page

October 20

  • AddedIndividual asset performance overlay on main portfolio chart
  • ChangedImproved asset performance chart user experience

October 19

  • AddedUser profile pages, "My Portfolios" section, and portfolio creation/editing pages
  • ChangedUpdated navigation and authentication UI
  • ChangedPortfolio comparison page now uses grouped dropdowns

October 18

  • AddedUser registration and new login page
  • ChangedEnhanced portfolio comparison features and UI

October 17

  • AddedMore portfolio details in comparison view
  • ChangedDonut charts now interactive with hover effects and tooltips

October 16

  • AddedRisk label on portfolio detail page based on annualized volatility
  • ChangedMade charts more interactive

October 15

  • Changed"Browse Portfolios" page now defaults to sorting by Sharpe ratio

October 14

  • AddedSearch for assets by ISIN when building portfolios

October 12

  • ChangedRisk-return scatter chart axes now start at zero
  • ChangedMax drawdown display formatted to one decimal place

October 6

  • ChangedImproved layout and UX of portfolio edit and creation pages

October 5

  • AddedPerformance visualizations on public portfolio pages
  • ChangedImproved portfolio charts with better line visibility and updated date formatting