---
title: Release Notes 1.20.0
slug: release-notes-1200
icon: 📋
docTags: 
createdAt: 2022-10-04T07:31:37.000Z
---

# Release Notes 1.20.0

**Release date:** TBD

Release 1.20 introduces three features to help advisors manage client portfolios more effectively:

- Portfolio Actions
- Custom Portfolio 2.0
- Total Portfolio

## Portfolio Actions

Portfolio Actions helps advisors manage, follow up, and rebalance existing client portfolios.

**Capabilities:**

- Rebalance portfolios based on updated recommendations
- Process deposits and withdrawals
- Generate accurate transaction lists
- Assign investments to specific accounts

When integrated with your order management system, Portfolio Actions streamlines the entire execution process—from investment plan to order placement.

**Requirements:** This feature requires client account data to be synchronized with Deep Alpha. Contact our delivery team if you need to enable account syncing.

For step-by-step instructions, see [Portfolio Actions user guide](docId\:EMYuf2wBgEodG3H_-l5pz)

![](https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/VAKeuh8LKqhChrOtTdOWJ_cleanshot-2025-12-29-at-234443-2x.png "Portfolio Actions")

## Custom Portfolio 2.0

Custom Portfolio 2.0 simplifies how you build custom portfolios.

**What's new:**

- **Faster workflow** — Skip directly to fund allocation and search for funds
- **Amount-based allocation** — Define portfolios using amounts instead of percentages

Custom Portfolio 2.0 replaces the previous version of the custom portfolio.

For step-by-step instructions, see the [Custom portfolio user guide](docId\:PsvB0Xr_Ahb9HHwFLX2ec) 

![](https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/VflaDqIPgozOBDeQYdo2L_cleanshot-2025-12-30-at-000912-2x.png "Custom portfolio")

## Total Portfolio

Total Portfolio provides a unified view of a client's complete investment picture. It combines existing holdings and proposed goal portfolios into a single asset allocation view.

Use this feature to explain the full investment strategy to clients and ensure alignment across all holdings.

![](https://api.archbee.com/api/optimize/A25LbsLg4lFY2Z2etQCJm/XUQDYTms6ct2Fmp5fEOLy_cleanshot-2025-12-30-at-002005-2x.png)

Learn more in the [Total Portfolio user guide](docId\:znSD5s5YGicv5jpyJ9bUm) 

## Questions?

Contact our support team for questions or feedback.