Product Update
This release focuses on data quality and reliability, with a set of improvements to how account and investment data syncs and displays across the platform.
What's new
More reliable investment data — Improved investment transaction syncing for greater accuracy and consistency.
More complete account visibility — Cash accounts now stay visible even when a balance temporarily doesn't come through from your connected institution, so you always see the full picture.
Calendar-month cash flow — Cash flow is now organized by calendar month, making it easier to read and reconcile against your statements.
Improved connection handling — Smarter handling of third-party data provider interruptions for a more stable experience.
Behind the scenes, we've also made a range of accuracy, performance, security, and infrastructure upgrades to keep the platform fast and secure.
[Update September 10, 2026: Additional behind-the-scenes accuracy upgrades]