← Changelog
v1.31

Edit balance history, Retry that resends, tracks that keep going

Correct account balance history. Retry resends unsent messages, and tracks can finish with a disclosed limitation when a tax comparison fails.

AccountsChatTracks

Now you can

  • Edit, add, or restore balance snapshots from Edit account
  • Chat Retry resends an unsent message instead of regenerating the last turn
  • A failed tax comparison becomes a plan limitation, not a failed track
  • Track plan narratives render Markdown
  • Same-ticker holdings stop splitting into duplicate assets

New

  • Manage history in Edit account lets you correct a past balance, add a missing date, or restore the original. Provider snapshots stay in the audit trail

Updates

  • Track plan comparisons, timelines, and scenarios render Markdown instead of raw syntax

Bug fixes

  • Chat Retry resends a message that never reached the server instead of regenerating the previous question
  • When a tax comparison cannot run, the track plan finishes with that limitation disclosed instead of failing the track
  • The same US ticker from different brokers no longer becomes duplicate assets on your holdings

Tax and financial planning in one place