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Changelog · Oct 13, 2025

Reorder investment balance breakdowns

You can now reorder your investment balance breakdowns and change which one is primary. Simply drag and drop the breakdowns in settings → investment categories to reorder them. The first breakdown in the list becomes your primary breakdown.

Your primary breakdown is shown across Swarmia whenever you’re viewing investment balance data or categorizing work. This makes it easy to emphasize the lens that matters most to your organization — whether that’s the Balance Framework, key initiatives, product areas, or something else entirely.

Changing your primary breakdown doesn’t result in data loss. Any manual categorizations you’ve made are retained for both issues and pull requests.


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