WealthTrace New Features

WealthTrace New Features

Release Date: October 1st, 2025 Version: 2025.2.1

Holdings & Positions

  • View rolled up positions to see how concentrated any position is
  • Sort by position names, balance, or percent of portfolio

Qualified Charitable Distributions (QCDs)

  • View projected QCDs through time
  • QCDs can now come out of qualified account balances if RMDs do not suffice

Report

  • Enter custom notes on Report pages


Release Date: July 29th, 2025 Version: 2025.1.1

Bug Fixes

  • Manually-entered holdings are updating again
  • New standard deduction bonus for those over age 65 had a miscalculation
  • Wrong owner was sometimes assigned to accounts for purposes of contribution start and end ages
  • Incorrect Owner was displayed
Release Date: July 14th, 2025 Version: 2025.1

User Interface

  • More intuitive layout
  • Approximately 10x faster navigation
  • More mobile-friendly

Security

  • Two-Factor Authentication (2FA) now available

Cash Flows

  • Individual version users can model annuities
  • Apply Qualified Charitable Deductions (QCDs)
  • Enter cost basis for Cash Inflows such as a home sale

Taxes

  • New York state $20K retirement income exclusion
  • Model Qualified Charitable Deductions (QCDs)
  • Federal tax brackets will not revert to pre-2017 brackets due to new tax law
  • New standard deductions added including the extra deduction for those 65 and older

Scenarios

  • Run multiple Roth conversion scenarios simultaneously
  • View projected conversions by account
  • Convert up to 35% federal tax bracket

Cash Flow Projections

  • Filter which columns to view

Report

  • More modern reports with updated styles
WealthTrace UI Screenshot