← Changelog
v1.41

Mute Insights for good, Inbox unread-first, denser list

Mark an insight Not relevant and mute that pattern for good, with an optional reason for advisors. Inbox opens on Unread, rows stay compact, and the list can collapse so compose gets the full pane. Pattern cards show your numbers; chat hedges thin web sources.

InsightsInboxChatTracks

Now you can

  • Mute a pattern for good when you mark an insight Not relevant
  • Optional reason when an insight is not relevant
  • Inbox opens on Unread with a denser, collapsible list
  • Pattern cards show household numbers and a real next step
  • Chat flags low-authority web sources instead of stating them as fact

New

  • Marking an insight Not relevant can mute that pattern for good so it does not return as a new card and notification
  • An optional one-tap reason and note when something is not relevant. Advisors see the tallies when tuning the catalog

Updates

  • Inbox defaults to Unread, with Unread on the left and All on the right
  • Conversation rows keep a consistent two-line height, and the list can collapse to an icon rail so compose uses the full pane
  • Available Insight pattern cards show a household figure and a real next step (Ask Nino, or Start a track when it fits)
  • When chat cites the open web, low-authority sources are flagged instead of treated as settled fact
  • Rebuilding a track revises the current plan and keeps unchanged tasks and history

Bug fixes

  • Large one-off purchase cards no longer treat card payments, transfers, or taxes as purchases
  • Cashflow Insight patterns use the window your accounts actually cover, not a forced full year of missing history

Tax and financial planning in one place