What's new
What changed in Patrima, release by release.
Latest releases
A demo, a studio for your stable capital, capital flows
The Stable Yield studio
NewIn Stable Yield, the studio lets you compose your own allocation of stable capital, pool by pool, and take an optimizer proposal into it to adjust. The optimizer always shows your current allocation as the reference, and ranks no proposal first when all of them would lower your income.
Learn more ›Market news that concerns you
NewUnder My portfolio, a news story says what it touches in your portfolio, and your stablecoins are watched against the dollar. Capital flows follow ETFs, listed companies, institutions and CME positioning, and the agenda follows the official calendars.
Learn more ›Also
- New
A demo portfolio with real prices lets you explore Patrima before connecting your accounts.
- New
If you hold ETH or BTC, Stable Yield shows what borrowing a stablecoin against them would earn, next to the option of doing nothing.
- Improved
The trading Strategy page backtests your conditions and tiers before you save them.
- Improved
Spot trading opens on your spot value, the tiers reached and how reliable the signals are.
- Improved
Projections open on the median monthly income and its range, with a sustainable withdrawal at the amount you ask.
- New
An account can be archived: it leaves your totals while your past statements stay.
- Improved
A feature reserved to a plan shows the plan's name before you click.
- New
A scheduled report can be edited from its menu, without deleting it.
- New
Report a problem or an idea from any page, without leaving the app.
And 138 corrections.
Public documentation and a dashboard read like a statement
A dashboard read like a statement
NewThe dashboard reads like a statement: your net worth and its trajectory, one Attention module for what may need a decision, and a realized return line that shows what your portfolio earned this month, between yield and trading.
Learn more ›Public documentation
NewThe documentation is public, with or without an account: what Patrima reads, how each section reasons, what each plan includes, and what Patrima never does.
Learn more ›Also
- Improved
A critical alert comes first on the dashboard, with its explanation.
- New
Pending rewards on your DeFi positions refresh with each wallet synchronization.
- Improved
Each account says when its balances were observed, and its synchronization can be paused and resumed.
- Improved
Each transaction is checked against its account's history: a sale without the buy that funds it is flagged.
- Improved
Asset lists in forms show your own assets first; any other asset is found by typing its name.
- New
A public Pricing page compares Free, Pro and Premium feature by feature.
And 46 corrections.
Stable Yield and lending figures you can rely on
Strategies at your size
NewAdvanced strategies are ranked at your own position size rather than on headline rates. They separate what you can build today from what stays exploratory, and show a stress scenario built on what the borrow rate actually did.
Learn more ›Lending figures you can trust
ImprovedA loan that cannot be evaluated says so and names the missing input instead of showing a figure. You can enter the liquidation threshold of a position imported from a wallet: its health factor, liquidation price and alerts come back.
Learn more ›Also
- New
Stable Yield watches each stablecoin against its peg and flags one that drifts away.
- Improved
A lending alert names its position: collateral, debt, chain and account, not only the protocol.
- Improved
Reports state an overall risk verdict next to the risk score.
- Improved
The portfolio briefing, the market brief and the asset recap say when they were produced.
- Improved
The copilot's answers appear as it writes them.
And 14 corrections.
Reports, the copilot on your alerts, a clearer dashboard
Scheduled reports
NewScheduled reports tell the story of your period from the alerts and signals that actually fired, and compare each period with the previous one. When a report is ready, an e-mail gives its key figures with a link to the full report.
Learn more ›The copilot explains your alerts
NewAny alert can be explained by the copilot: why it fired, with your own numbers, two or three options, doing nothing included, and the points to watch next.
Learn more ›Also
- New
A resync can be undone in one click: positions, amounts and hidden tokens come back as they were.
- New
A failed synchronization says so on its account, with the reason and a way to retry.
- New
Each yield position shows the rate it actually paid next to the announced APY.
- New
Allocation pockets become lasting mandates, each with a purpose and a minimum, target and maximum band.
- New
Transactions, yield positions and lending positions export to CSV in one click.
- New
Settings let you export a full copy of your data or delete your account.
- New
The chat answers questions about how Patrima works, grounded in the documentation.
- Improved
The dashboard is rebuilt around your net worth, with its trend, your allocation and your alerts.
And 10 corrections.
The decision engines
Projections as ranges
NewProjections simulate many possible paths of your portfolio, with your contributions, withdrawals and loans. They give a range rather than a single figure, so you can see what may happen in the good cases and in the bad ones.
Learn more ›Health factor alerts
NewPatrima watches the health factor of your loans against your own warning and critical thresholds. An alert arrives in the app and, on Pro, by e-mail for critical ones; it clears on its own once the position is back within your thresholds.
Learn more ›Also
- New
Allocation compares your portfolio with your targets and their tolerance bands.
- New
A rebalancing plan puts figures on the moves that would bring each pocket back within its band.
- New
An alert tells you when the weighted yield of your positions falls below your target.
- New
The Market page gathers crypto indicators (Fear & Greed, BTC dominance, funding) and the macro calendar.
- New
An AI brief sums up the market, independently of your holdings.
- New
Stable Yield scores each stablecoin pool on its risk, rate, size and trend.
- New
The Stable Yield optimizer proposes allocations of your stable capital.
- Improved
Trading backtests count fees and slippage, and signals wait for the candle to close.