← Changelog
v1.25
Screenshot your brokerage, split Roth and Traditional
Import holdings from a brokerage screenshot, split retirement accounts between Roth and Traditional, and open tracks from the sidebar.
AccountsInvestmentsTracksOnboarding
Now you can
- Import holdings from a brokerage screenshot
- Split a retirement account between Roth and Traditional
- Manual symbols link to live prices when we can resolve them
- Tracks sit in the sidebar with live status dots
- Subscription findings use merchant names to identify recurring charges
New
- Upload a screenshot of an unsupported brokerage to add a manual account. Nino extracts holdings and matches them to assets so prices can update
- Re-upload a new screenshot when quantities change
- Retirement accounts can be Roth, Traditional, or a percentage split of both. Plan and Nino use the split, and SnapTrade or Quiltt can set it on connect
- Tracks appear in the sidebar with live dots while a track is generating, waiting, or failed
- Onboarding opens Stripe Checkout before you continue
Updates
- Manual holdings typed by symbol link to a known asset and pick up a market price when the match is unambiguous
- Managed plans charge up front instead of a trial, with a 30-day money-back guarantee
Bug fixes
- What you could save identifies subscriptions by merchant and no longer treats ATM withdrawals as bank fees
- Spending findings recognize categories such as Child Care and Medical without relying on partial name matches
- A track that needs your input shows its question when you open the room, even if the initial prompt did not appear