Optimizers

Ability to further specify how to drawdown from accounts

Asset specification + allocation

Branching "plan" model with variables shared with parent plan

Roth conversion - tax bracket

Transfers - schedule between accounts (once or recurring)

Multi-currency Planning

Living expenses itemizer, with templates

Housing - Allow modeling of mortgage series

Housing - Allow modeling of rental activity / owner occupancy as a series of events

Convert Progress Points to "Snapshots"

Change history feature with "undo"

Better support for modeling stock options

"Decision variables"

Specifying expenses/deductions as percentages of other things

Post-Tax Net Worth

Add France in the "International Tax Presets"

Insights panel for when a plan fails

Add an option to drawdown from other accounts to fund Emergency Fund

Variable rate loans

Add First Home Savings Account (FHSA) for Canada

Make taxes global not per project

Add historical US real estate appreciation data source for Monte Carlo, etc

Option to force pension lump sum withdrawal

Support modeling private equity / VC

Warnings when MAGI is close to the limit for Roth contributions

Optional mortality data overlay

"Starting Amount" being a percent of another value or combination of values

Bi-weekly frequencies

"safe to share" mode for maximal virality

Make Life Expectancy a model variable similar to "Rich Broke or Dead"

Fixed Contributions for retirement accounts HSA, Roth IRA, Traditional IRA - Redux

Plots > Chart Options > Appearance: Specify precision (number of decimal places)

Nested sub-menus in year selectors (your age, spouse's age, calendar year)

Option not to deduct SS tax from salary

Set default Mean / Std. Dev in Data_Sources:Normal_Distribution based on Historical Actuals

Match inflation limited to +/-X%

Milestone completion table for Compare mode

Add custom accounts for other countries

Bond allocation presets

'Fund With' list should not include accounts that are already "excluded from finances"

Show output of Chance of Success MC simulations by Age/Year of "Failure"

See the last time each client logged in. I want to reach out and bother people that are underutilizing it.

Add option to treat running out of money in the final year as a "Success"

Have employer HSA contributions follow the frequency for employee

B2B API for Running Simulations

Make chart zoom controls zoom to selected year if there is one

Overview dashboard and more "Plan totals" tiles