A few days ago, we told you about the launch of the new inbestMe image.
Beyond our new look, we’re also announcing the launch of a new, more native mobile app. If you have auto-update enabled, you’ll get it automatically. If not, go to your App Store or Google Play and download the new version.
We are pleased to present you here and in more detail our new app, which not only has a renewed design, but also includes several improvements to optimize your experience.
Here are the main new features.
1. Interface renewal
The new version of our app includes a complete redesign with new colors and fonts, making the experience more fluid and modern. We want you to enjoy every moment you spend managing your investments.
2. Quick access to the main functionalities
We’ve simplified navigation on the home screen with new buttons or menus that allow quick access to the most important features. You’ll no longer waste time looking for what you need.
Buttons on the summary screen:
Differential contextual button bar within each account, where the “view transactions” option appears in the center:
Within each account, the “more” button on the right displays more options that are not as common but no less important.
The main navigation within each portfolio is organized (see photo on the right) more compactly into two tabs: Profitability (which includes the value and %) option and My Plan, which maintains the graph that already existed (see more details in point 4).
Both pages show the composition of the portfolio, both graphically (see next section) and as a list with all the details (this already existed in the previous version).
3. Graphic information on the composition of your portfolios
You can now easily visualize the weight of the different asset classes by entering each portfolio through a graphic element that allows you to understand at a glance the composition of your investment portfolio.
Example of a portfolio with a weight of 61% in stocks, 23% in bonds, 8% in gold and 7% in real estate (ETF profile 8).
Example of a portfolio with a weighting of 91% in stocks, 9% in bonds (profile 9 of index funds).
4. More intuitive graphics and interactive options
We have improved our charts to make them more attractive and easier to interpret. In addition, you can now perform interactive scrolling with a much clearer viewer at the top with the main data for each option.
The way you view your portfolio’s profitability in € or % has changed: you have to use the selector at the bottom of the chart on the left.
With a single click, you can see the information by period (selector at the bottom on the right) to see how you have fared in each of them. Now in the calculation of each period it is shown more clearly what happened in it in value and percentage.
The charts also include the minimum and maximum value: at the bottom left, in this case for the first, and at the top right for the second (by the way, the desirable option) and which will vary according to the selected period. In the example the minimum of the period is €2,000, the maximum reached €30,166 a few days ago while the current value is €29,784.
Information in € Information in % Clicking on the (i) gives you more details
Clicking on the and help gives you more detailed information on each concept.
The graph in % shows the two calculation versions (TWR and MWR) always visible to make it easier to compare.
5. Simplification and adaptation of benchmarks
In this update, we have simplified the indices we use. Each one corresponds to a specific index that is more appropriate to the type of portfolio and/or risk profile. You can activate or deactivate the display of the index by clicking on “Show Benchmark”.
We will also be adjusting the indexes within the periodic reports we upload in the reporting area shortly to align with this change.
6. The channels to contact inbestMe are now more visible in the App
It’s now easier than ever to contact our team! By clicking on the (?) icon, a context menu will appear with different options for contacting us: via the chat integrated into the App, sending an email with a single click or calling us directly by clicking on the phone icon (during office hours).
Contextual menu with the different contact options
(in the App it appears at the bottom)
You can also consult the most frequently asked questions in the FAQs section, available as the last option in the contextual menu.
7. Information on recurring contributions
You will be able to know immediately if you have a recurring contribution activated (on) or deactivated (off), helping you to have a clearer control of whether your investment plan is in automatic mode.
Recurrent: on or off Clicking on we get the data
If you do not have a recurring contribution activated, and you click on the help button, we remind you of the different ways to set it up with a button to start the process.
8. Opening new wallets quickly
If you need to open a new wallet, you have direct access from the app. This option already existed in the previous app. Now it has been aligned with the new look and clearer messages about each portfolio. This shortcut includes the new target and bond portfolios.
Start New account by portfolio type New account by tenure
If you are not sure which portfolio to add, you can click on ‘Get a recommendation’ (below in the list), and we will guide you to make the best decision for you.
These are the main improvements we have implemented in the new inbestMe app: we hope you like it and that you enjoy an even simpler and more intuitive investment experience!
We are preparing other new features for the coming weeks… But this will be for another time.
