We're excited to announce Version 2.1.74, which enhances your chat experience with expanded knowledge capabilities and resolves an important transaction import issue.
New Features
  • OBBB Chat Knowledge:
    You can now ask chat questions about OBBB (One Big Beautiful Bill), expanding the platform's conversational intelligence to help you navigate this recent legislation and its tax implications more effectively.
Screenshot 2025-08-06 210142
Bug Fixes
  • Transaction Import Fix:
    Resolved an issue where pending transactions were incorrectly included during imports in the StrategyImportRecord component. The system now properly excludes pending transactions, ensuring cleaner and more accurate data imports.
We hope these updates improve your workflow and provide better support for your tax planning needs. As always, we appreciate your feedback and are committed to continuous improvement. Stay tuned for more updates!