← Changelog
v1.20
A clearer first financial plan
The onboarding report shows household details, tax findings and next steps. Optional equity fields no longer request unnecessary input.
OnboardingEquityTracksFinancial Planning
Now you can
- The onboarding plan opens with household details, followed by findings and clear next steps
- Tax analysis finishes from your profile rates and asks you for the documents that would fill the gaps
- Optional equity fields no longer show "Needs input". Private companies can leave ticker blank
- Track tasks identify people by name and photo, with history in an Activity tab
- An empty plan chart invites you to add a life event, like buying a home or having a child
New
- Empty Plan charts explain the next step, and Chat offers dated "Try a change" chips so you can add a home, a child, or a sabbatical
- Track task panels show each person by name and picture, with task history in an Activity tab
Updates
- The onboarding plan leads with filing status, state, dependents, and accounts
- Tax analysis uses the rates already in your profile and asks you for returns or W-2s when something is missing
- Finding cards keep complete explanations and give the next step its own line
Bug fixes
- Optional equity fields such as ticker, expiration date, and exercise window no longer show "Needs input"
- Onboarding no longer tells you an advisor will review the plan
- Stale pending transactions drop out of the list once they post
- Opening a track room no longer flashes a missing-response notice