Detailed holding info, 2026 Tax Numbers, Save Form pogress, and other enhancements

We've made some improvements to the platform.

Get info on individual holdings

Click on an individual ticker in the Investments tab to get additional information and data on that holding

Save progress on new client onboarding form

When filling in a new client onboarding form, you can now leave the form and return to where you were.

Tax calculator updated with 2026 numbers

Filter Changes to be Made by Status

Choose whether to show All / Not Completed / Completed. Your selection will be reflected on the printed pdf.

Toggle "Where is my income going?" between monthly / annual amounts

Your selection will be reflected on the printed pdf.