Product changelog

We ship meaningful updates every week so your planning toolkit keeps getting better. Catch the latest releases—and share feedback anytime.

#buildinpublic Updated weekly

Sep 28, 2025

Finance planner gets smarter

Clearer savings guidance and tighter tooltip behavior keep the waterfall insights actionable.

  • Re-centered Finance waterfall tooltips with auto-alignment so every category stays readable.
  • Synced investing goal adjustments with the insight copy to highlight monthly gaps instantly.
  • Pinned save/view scenario controls to the Finance summary block for faster workflows.

Sep 15, 2025

Scenario hub polish

Navigation anchors now respect the sticky header, making saved scenario review smoother.

  • Updated projection/catalog cross-links to land on the exact section titles without being obscured.
  • Added sticky quick menu on the scenarios page to jump between Projection, Portfolio, and Finance saves.
  • Normalized share links so duplicating a scenario keeps notes and metadata in sync.

Sep 08, 2025

Portfolio builder upgrades

Catalog corrections keep the table consistent with other pages and tighten edit workflows.

  • Restored the global nav styling on catalog, matching Projection/Finance headers.
  • Added a sticky remove column that only appears while editing symbols.
  • Surfaced "View saved scenarios" beneath the save CTA for parity with Projection.

Sep 01, 2025

MVP foundations

Projection, catalog, and finance planners now share a scenario system with duplication and share links.

  • Launched shared scenario storage with named saves, notes, and portable share URLs.
  • Grouped saved scenarios into projection vs. portfolio sections with duplication and delete controls.
  • Added portfolio builder anchors so "Open in catalog" scrolls to the right canvas.