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Version 1.3 of Ripsaw® Wealth Tools is now live!

This exciting release builds on the power of the Ripsaw Optimizer™ and improves various features of the platform giving you more power to manage your wealth. 

Ripsaw®  Wealth Tools version 1.3.1 Release Notes:

  • Ripsaw Optimizer™, now with Assist Tool

    • The “Assist” tool identifies underweights in your portfolio, screens for available investments that satisfy those characteristics, adds them to your account(s) and performs an updated optimization. 

 

 
  • New 100% check for Wealth Portfolio Dashboard Net Worth/Investments data quality indicator. (Great request from a member)

 

 
  • Improvements in Optimizer Algorithm, and constraint management

  • Configurable Target Date Stock Allocation

    • Part of Benchmark management now includes an option to set a target stock percentage in the future; the reallocation percentages to cash and bonds; and the frequency of adjustment for those changes over time.

  • Major improvements to the Ripsaw Investment Screener

  • Added support for closed end funds

  • New “Help” widget for easy access to Ripsaw’s Help Knowledge Base! 

  • Improvements to data grids, settings, user profile, tutorials and help

  • Bugs and fixes

Featured Video: Portfolio Revision with the Ripsaw Optimizer™
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To learn more about our partners, security, and other details that allow us to provide these tools, please see the Ripsaw® FAQs. Check out our new Help Knowledge Base. Please send questions, thoughts, etc. to support@ripsaw.co. Follow us!

Cheers,

David, Joshua, and Stanley
Ripsaw LLC Co-Founders

ripsaw.co

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