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v2026.2231 May 2026

v2026.22

May 24 – May 31, 2026

Investor risk profile questionnaire
Feature 01 / 05

Investor risk profile questionnaire

Bulk-add portfolio holdings
Feature 02 / 05

Bulk-add portfolio holdings

Dividends year by year
Feature 03 / 05

Dividends year by year

Sell portfolio positions
Feature 04 / 05

Sell portfolio positions

Richer portfolio metrics
Feature 05 / 05

Richer portfolio metrics

  • Find your investor risk profile with a short questionnaire, then save your results and come back to them anytime (9468a9b40, 7c8416457, 354ab97f8, 467e4ae7c, 2b1e9b98d, f63da79f4)
  • Add several portfolio holdings at once on web and mobile (2a809ff44, d77c14762, abfa18ec2, 69682d2c1)
  • Your portfolio now shows dividends broken down year by year (1a27a51cc, 5e011a933, a37d7b154)
  • Sell positions from your portfolio and track your realized gains (72e18a1bd, 39d21c412)
  • See average buy price, six portfolio metrics, and position totals in your base currency
  • Filter your transactions by account on mobile
  • Create budgets without allocating the full amount up front
  • Set up your account on the web with a guided welcome flow
  • Premium scenarios and locked accounts now show what comes with Savyy+ (e878afbfd, bb7b1ccd6)

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