Changelog

Now you can

• Start with a current projection built from the accounts already connected to Nino
• See a range of possible outcomes across 1,000 simulations, not just a single forecast
• Ask Nino to test decisions such as buying a home or retiring earlier
• Save and compare plans side by side

Now you can

• Choose the date from which an account's transactions appear
• Hide older activity from transactions and cashflow without deleting it
• Keep eligible property estimates current with automatic refreshes

Now you can

• Share an existing conversation with your advisor
• See new messages and typing activity without refreshing
• Mention people and include attachments in shared notes

Now you can

• Bring historical balances into supported investment connections
• See when performance history begins for each account
• Keep charts continuous when a provider sends an incomplete daily snapshot

Now you can

• Follow the full About You checklist on mobile
• Return to your completed details even after your local session ends
• Invite a spouse or partner from the final review step

Now you can

• Verify answers through citations to your files, market data, company news, and SEC filings
• Preview attachments, read PDFs page by page, and work with CSV files more reliably
• Stop, regenerate, or rate a response with clearer feedback at every step
• Look up investment tax lots directly in Chat

Now you can

• Open vault documents with richer previews and thumbnails
• Complete About You through a guided conversation and review everything before saving
• Keep investment connections, household details, and account activity more accurate

Now you can

• Calculate and refresh a household-wide portfolio risk score
• See separate scores for concentration, volatility, diversification, and liquidity
• Continue the conversation in Chat to understand the factors affecting your score

Now you can

• See Zillow Zestimates for property values, with clear attribution and a link back to Zillow
• Use Zillow Rent Zestimates when exploring the rental potential of a property

Now you can

• Reorder any item in the sidebar with drag and drop
• Create, rename, and delete your own sections to group what matters to you
• Reset to the default sidebar anytime from Settings → Preferences

Now you can

• Send up to 24 MB of attachments in one chat message
• Get faster starts, smoother streaming, and better file previews in chat
• Add dependents, clean up custom categories, and compare nearby property listings

Now you can

Now you can

Now you can

• Follow portfolio performance across daily snapshots and flexible time ranges
• Understand your allocation across asset classes, including supported funds
• Spot top movers and compare your return with the S&P 500

Now you can

• Connect an existing HELOC to a property or add one manually
• See your outstanding balance, credit limit, and available credit together
• Track the interest rate and minimum payment alongside your property

Now you can

• Add grants faster with ticker suggestions and automatic price details
• Record whether you still work at a company directly from its equity profile
• See post-termination exercise deadlines across your grants

Now you can

• Create custom transaction categories for your household
• Automatically categorize future matching transactions
• Make a manual category edit once and have Nino remember it

Now you can

• Track properties with editable values, mortgages, rental income, and cashflow details
• Understand private-company equity with grants, vesting, events, and estimated value
• Review investments with clearer portfolio performance, allocation, and holdings views

Now you can

• Read chat activity in collapsible detail trees
• Enter large numbers with thousands grouping in shared inputs
• Move through chart-heavy screens with smoother loading

Now you can

• Review account-linking insights from Nino
• Get more useful generated answers in chat
• Open chart-heavy screens with less waiting

Now you can

• Exclude matched transfers from cashflow summaries
• Clear transaction filters faster
• Read chat sources through compact inline citations

Now you can

• Keep account badges visible after chat reloads
• Start transaction review on the current month by default
• Use a cleaner range selector on balance charts

Now you can

• Switch account views with cleaner grouping and table layouts
• Sort transactions by amount or date
• Compare account balances across more useful chart ranges

Now you can

• Edit account owners and keep duplicate accounts out of the way
• Disconnect and refresh CoinTracker wallets more confidently
• Capture household tax profile details from settings

Now you can

• Edit manual account balances directly from account cards
• See per-account sync timing and connection status
• Attach vault files in chat with a clear size limit

Now you can

• Rename, hide, and organize accounts by household owner
• Faster, smoother streaming in planning chat
• Reach your document vault right from the workspace sidebar

Now you can

• Track net worth with manual accounts alongside connected ones
• Ask chat about spending, with charts, attachments, and vault file mentions
• Upload, organize, and download household documents in the new vault