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