v1.12August 4, 2026

Chat citations, file previews, and response controls

Check chat citations, preview attachments, look up tax lots and stop, regenerate or rate responses.

ChatFilesMobile

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

See citations for uploaded files, partner market data, company news, SEC filings, and other web sources below each answer
Open images, PDFs, and other supported attachments in a consistent preview without leaving the conversation
Ask Chat to look up investment tax lots when reviewing your holdings
Give assistant responses a quick thumbs up or down
Regenerate an assistant response when you want Chat to take another pass

Send up to 24 MB of attachments in one message and keep uploaded files useful deeper into long conversations
Long threads load in smaller pages while keeping the newest messages and retry behavior in the right place
Chat ranks sources more carefully so useful citations are less likely to disappear from an answer
PDFs are easier to read on touch devices, and CSV previews handle more encodings and file types correctly
Generated charts, tables, and other rich answers adapt better to the available space and longer text
Running and regenerated responses show clearer activity states from the moment work begins
Chat is smoother on mobile, with better keyboard positioning, scrolling, table sizing, zoom behavior, and tap targets

Stop now interrupts a response promptly while keeping the content Chat already produced
Chat re-reads updated file content instead of accidentally reusing a stale copy
Recovery checks no longer show a failure message before Chat has finished trying to resume
The composer stays above the iOS keyboard without leaving an extra gap after you send a message