← Changelog
v1.58
Double-trigger and milestone vesting, push for every chat message, archive tracks
Equity now handles double-trigger RSUs and grants that vest on milestones, including reading both from your grant documents. The mobile app pings you for every new chat message, tracks can be archived instead of deleted, and chat can delete an uploaded file for you.
EquityChatTracksMobile
Now you can
- Double-trigger RSUs you can set up, settle on an IPO or acquisition, and see expire
- Milestone-based vesting for grants that vest on events instead of dates
- A push notification on your phone for every new chat message and every Nino answer
- Archive a track to put it away without losing it
New
- Equity now supports double-trigger RSUs. Record the date of your company's IPO or acquisition and Nino releases the shares that vested by then, then each later tranche as it vests. Awards that pass their expiration before the trigger stop vesting and drop to zero, and Nino reads double-trigger terms straight from your grant documents.
- Grants can now vest on milestones, like a funding round closing or a product launch, instead of a time schedule. Mark each milestone achieved or missed, tie parts of the grant to it, and Nino picks up milestone terms from uploaded grant documents too.
- The mobile app now sends a push for every new chat message, not just mentions. Ask Nino something, close the app, and you'll get pinged when the answer is ready. Messages from your advisor or anyone else in the thread send one too, and nothing is pushed while you have that thread open. Chat mentions and new insights also notify on iOS and Android.
- Archive a track instead of deleting it. It leaves the sidebar but keeps its tasks, plan and conversation, and you can restore it any time from the new Archived tracks page or from the track itself.
- Ask Nino to delete a file you uploaded and confirm it on one card. It's removed the same way as deleting it from the Vault.
Updates
- While Nino is waiting on an approval card, you can just send a message. It declines the pending card and the conversation picks up from what you wrote.
- The About You step in Forecast and onboarding now fills in what your tax return already says, including each spouse's wages, other income, full names, and family members and how they're related to you, so you don't have to retype it.
- Chat can now read your tracks and set up routines and watchers based on them.
- Nino now offers to start a track only when you ask for help deciding something, instead of on every turn.
- Property tax, home insurance and HOA dues on a property page are now picked out of your transactions more reliably, even when they're filed under an unexpected category.
- Finished approval cards in chat no longer repeat their title and outcome three times.
Bug fixes
- A card charge no longer shows twice on Transactions as both pending and posted. The pending copy goes away once the posted charge arrives.
- Brokerage connections with several accounts no longer fall into a sync error overnight.
- Equity grant imports keep the service vesting schedule on double-trigger awards, early exercise can be turned on before any options vest, and simulations separate this year's tax from future tax.
- Chat no longer shows "Something went wrong" after it hands you a feedback card.