Product update
September 2026 update
A redesigned dashboard, richer portfolio composition, gold, and inflation comparison.
A redesigned dashboard
We have redesigned the dashboard to make your portfolio easier to explore on desktop and mobile. Switch between portfolio value, total gains, TWR, MWR, and drawdown in one chart area. The refreshed holdings table also includes 30-day price trends.
Key figures within reach
Clearer summary cards, charts, and holdings make everyday portfolio checks easier and let you open an asset’s analysis directly.
Open dashboardUnderstand your portfolio’s composition
Explore allocation by sector, industry, currency, country, region, and instrument type. Expand a category to see its positions and their contribution to your whole portfolio.
Look inside your ETFs
Where data is available, sector and regional breakdowns include exposure within the equity portion of your ETFs. The fund’s remaining assets are shown separately.
Explore portfolio compositionSee what drives your daily results
Daily P&L now separates position results from currency movements. We have added a rolling 30-day volatility line and more time ranges, including year to date (YTD).
Your biggest daily changes in one place
Review today, yesterday, or the day before. The list shows the ten positions with the largest impact on that day’s result, with an option to expand the remaining positions.
Explore Daily P<rack gold in your portfolio
Manually add supported physical-gold instruments and track their value alongside your other investments. FundStat uses gold prices published by the National Bank of Poland (NBP).
Gold alongside stocks and funds
You can also find gold instruments in Asset Explorer to review their price history and your transactions.
Find goldCompare your performance against inflation
Polish inflation (CPI) is now available in portfolio comparisons. Add it alongside the existing benchmarks to see how your investment performance compares with rising prices.
Another point of reference
CPI comparison adds the change in Polish consumer prices over your selected period to your performance analysis.
Compare with inflationHide small positions on your dashboard
Set an allocation threshold in Settings to simplify your dashboard. Smaller positions are hidden from the holdings table and grouped under “Other” in portfolio composition.
A simpler view with the same calculations
Choose a threshold up to 10%, or set it to 0% to show every position. This only changes the display: portfolio value and performance calculations still include all assets.
Set position visibilityOther improvements
- Erste import — Import trades and cash operations from CSV exports, with a dedicated guide to preparing your files.
- More reliable imports — Improved Bossa column recognition with manual mapping for unmatched columns, plus better mBank IKE and IKZE deposit recognition.
- Dividend-currency fixes — Improved handling of missing and unsupported payout currencies to prevent incorrect dividend conversions.
- Shoper → cyber_Folks guidance — A new share-conversion guide and a warning for portfolios where the corporate action has not been recorded.
Thank you for your feedback
Have an idea for another improvement? Write to us or share it on Discord.