What's New

New features, improvements, and fixes — newest first.

September 28, 2026

🪣 Run your advisor's bucket method

In the Portfolio step's Drawdown strategy, choose the two-bucket approach: Bucket 1 holds your spending years, in cash or in cash and bonds, Bucket 2 grows, and the plan refills Bucket 1 from Bucket 2 either whenever it is short or only in a year stocks close at a new high.
Or choose the three-bucket approach: a Cash bucket for the years ahead, an Income bucket of bonds behind it, and a Growth bucket at your stock and bond mix.
Say which accounts your advisor manages and whether held-away accounts are drawn alongside them or only after the managed money is gone.
A new Buckets view on the dashboard replays each year as tanks: how full each bucket is, what moved and why, and how far stocks sit from their high in the plan. A Chart switch shows the same years as a stacked chart.
Your Actions now says how much of a sale refills the buckets, and in a year the rule holds it tells you not to sell stocks to refill them.
The PDF report gains a Buckets page and names the method on its cover.

September 28, 2026

Only plans already switched to the two-bucket approach change: they now run the refill rule and the bucket sizing described below. Total-return plans are unchanged.

September 25, 2026

The answer card shows one row of cards, led by Net Legacy, Safe to Spend and Min Reserve, with the rest behind Show more.
Dollar figures in millions show two decimals everywhere, including the PDF report.
The income chart names the streams behind "Other".

September 25, 2026

Hand a plan you built to the client it is about: from the plans page, Transfer makes them the owner while you keep access as their planner. They get an email from your firm asking them to sign in, or create their account, and review it with you.
Pending client invitations can be resent, and an invitation now takes a client without an account straight through sign-up.
Firm admins can add the firm's disclaimer on the firm profile. It appears at the foot of every email sent under the firm's name.

September 24, 2026

Account rows in the Portfolio drawer no longer overlap. Optimizer recommendations wrap instead of being cut off. Previews now say "Your saved plan is unchanged until you apply this." A finished plan built before this month no longer shows as a draft in the plans list.

September 24, 2026

Ask a question while viewing the Optimized plan, a saved scenario, a what-if change or your actual budget, and the answer comes from that view rather than the plan as entered.

September 24, 2026

The workbench layout, with the plan rail on the left, the answer card in the middle and the explore drawer on the right, is now the default for every account. It works on a phone too. If you prefer the classic page, "Use the classic layout" at the top of the dashboard switches back, and "Switch to the new dashboard" on the classic page returns.

September 22, 2026

In the guided questions, an account number's last four digits are checked as soon as they are typed, and the field no longer accepts more than four characters. Whatever is entered, only the last four digits are ever saved.

September 22, 2026

Your Actions now says which account each instruction applies to when the plan can tell: the one traditional account you listed for a Roth conversion, the one brokerage account for a taxable sale, or, once accounts differ in basis, exactly how much to sell from each. Where the answer is not clear, it stays with the account type.
Export has a new Account Schedule spreadsheet: every account and its balance, one per line, with each brokerage account's stocks, bonds and cash, cost basis and municipal bonds. Balances entered as one figure appear as "Not itemized".
In the guided questions, a new retirement account starts on a kind of account you actually hold instead of always "401(k)".

September 22, 2026

If you have itemized two or more brokerage accounts with different cost bases, the projection now sells from the account with the least gain first, the way you or your advisor would, and pays less capital gains tax for the same spending. Plans with one brokerage account, or none itemized, are unchanged.
Because of this, changing one itemized account's cost basis now clears a saved Optimizer result so it can be re-run. Renaming an account does not.

Showing 11–20 of 112 entries

PrevPage 2 of 12Next