Introducing the AI Hub & Enhanced Financial Insights This update brings powerful new intelligence tools and improved visualization features to help you master your money. New: AI Hub & Daily Market Briefing Your personal market analyst is here. Visit the new AI Hub for a daily, hyper-personalized briefing on how the market impacts your specific portfolio. Get actionable insights, verify breaking news, and understand the "why" behind your performance, all in seconds. New: Debt Payoff Chart Visualize your journey to debt freedom. Our new interactive chart helps you track progress, see your payoff timeline, and stay motivated as you chip away at balances. Improvements & Fixes Enhanced performance for faster loading. Fixed date synchronization issues for more accurate reporting. General bug fixes and stability improvements.

Bug fixes and improvements

What's New in WealthZero We’ve overhauled the onboarding experience and tuned up the engine under the hood: New "Start Here" Guide: Not sure where to begin? Our new interactive checklist guides you step-by-step through connecting accounts, setting goals, and understanding your financial score. Fresh Look for New Users: We've redesigned the empty states across Debts, Goals, and Investments to clearly show the benefits of tracking your finances. Performance Upgrades: We’ve significantly improved data syncing speeds and connection reliability. Smarter Debt Visuals: Fixed an issue with the debt breakdown chart to give you a precise view of your principal vs. interest.

Bug fixes and optimizations

A Brand New Experience! We've completely redesigned WealthZero from the ground up to bring you a simpler, more beautiful, and more powerful way to manage your finances. This update introduces a clean, modern interface that makes it easier than ever to track your progress and achieve your financial goals. Highlights of our redesign include: -A Fresh, Modern Look: Enjoy a sleek, intuitive, and reorganized interface across the entire app. -Enhanced Financial Snapshot: Get a clearer view of your financial health with redesigned charts and cards for your net worth, goals, and monthly overview. -Intuitive Goal Tracking: We've revamped the Goals section to make setting, tracking, and visualizing your progress more engaging and straightforward. -Streamlined Onboarding: Our new, welcoming onboarding process makes it easier for you and new users to get started. -Clearer Investment Insights: The Investments view has been updated to give you a better understanding of your portfolio's performance and allocations. -Actionable Financial Score: The Financial Score feature now has a cleaner look with more actionable suggestions to help you improve your financial standing. -Simplified Settings: We’ve made it easier to manage your accounts, security, and preferences in our reorganized Settings section. We're excited for you to experience the new WealthZero and are confident that these changes will help you on your journey toward financial well-being. Thank you for your feedback and support!

New and improved assets page with charting and account linking!

This update focuses on making your experience smoother, faster, and more reliable. We've enhanced performance and addressed several bugs to improve how you track your investments. Smarter Charts: Your performance charts are now more intelligent and accurate, providing a complete and consistent view of your entire portfolio. Improved Connections: We've made the account linking process more seamless and reliable. Precision Tracking: Added support for fractional shares, so you can track your manual investments with greater accuracy. Polished Experience: This update includes numerous UI refinements for a faster and more consistent experience across the app. Thank you for being a part of the WealthZero community!

This update brings one of our most requested features and major stability improvements: Welcome, Fidelity & More! You can now connect a wider range of brokerage accounts, including Fidelity, and manual accounts. Enjoy a more complete and unified view of all your investments right here in WealthZero. Enhanced Stability: We've completely overhauled our connection system for a faster, more reliable experience. Your accounts now stay in sync with greater stability, ensuring you always have the most up-to-date view of your portfolio. Thank you for your feedback, and stay tuned for more exciting updates!

Bug fixes, updates, and improved charting to enhance the user experience

Bug fixes and updates to improve user experience and security

Bug fixes and updates

Small bug fixes and updates

This update brings you one of our most requested features: the ability to connect all your investment accounts in one place. Connect Your Portfolio: Securely link your accounts from thousands of institutions to get a complete, real-time view of your financial health. Streamlined Navigation: We've made it easier to manage your preferences. The Settings page has a new, more convenient home on the Investments tab—just tap the gear icon! Performance Enhancements: As always, this release includes a round of bug fixes and stability improvements for an even smoother experience.

Enhance the financial scoring model and service calculations - Introduced a `numericalValue` property in `FinancialScoreModel` to facilitate maintainable scoring calculations based on grades. - Updated `ScoreCategory` weights to reflect a more accurate representation of financial priorities, adjusting the investments and net worth categories for better alignment with user financial behavior. - Refactored `FinancialScoreService` to implement improved scoring calculations for debts, investments, emergency funds, net worth, income, and expenses, incorporating age and income-based adjustments for more contextual scoring. These changes aim to improve the accuracy and relevance of financial scores, ensuring users receive a more tailored assessment of their financial health while enhancing the maintainability of the scoring logic.

Enhance subscription management and app initialization in WealthZero - Introduced a new state variable to track the user's subscription status, improving the app's responsiveness to changes in subscription state. - Improved the loading screen logic to provide clearer feedback during app launch, displaying appropriate views based on authentication status and data readiness. - Implemented a more intelligent subscription check process that waits for Superwall validation before proceeding, ensuring accurate reflection of the user's subscription status. These changes aim to streamline the subscription management process, enhance user experience during app initialization, and ensure that the app's behavior aligns with the user's subscription status, ultimately improving user engagement and satisfaction.