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Changelog

Engine updates, parser improvements, and feature releases.

Delete calculation history
Fix

You can now delete individual calculations from history detail. The deletion flow includes a confirmation modal and preserves the existing authenticated history workflow.

Product analytics and retention controls
Security

Added privacy-bounded product analytics events with documented retention and purge behavior. This improves product visibility without storing uploaded files or calculation payloads.

MFA step-up protection on sensitive pages
Security

Profile, history, and calculation-detail flows now honor MFA step-up requirements consistently. The UI challenge and auth guards were tightened without changing the public marketing pages.

Multi-year FX rate loading fix
Fix

Resolved failures on multi-year uploads where off-year FX data was not being loaded. This improves reliability for full-history statements that span several tax years.

Warning-panel cleanup and prioritization
Report

Warnings are now grouped and surfaced more cleanly so important action items are easier to spot. This reduces noise when reviewing complex calculations with many edge-case notices.

Raw Trades re-import workflow
Parser

Added support for re-uploading corrected Raw Trades XLSX files. This gives users a direct path to fix broker-parser misses or manual adjustments without rebuilding a workbook from scratch.

Multi-account upload support
Parser

IBKR and Questrade files from multiple accounts can be uploaded together in a single calculation. The engine merges them chronologically and improves cross-account superficial-loss detection.

CRA-ready PDF filing summary
Report

Added PDF export as a first-class report output. This makes it easier to hand results to an accountant or transfer Schedule 3 figures into tax software.

Cross-account superficial-loss engine coverage
Engine

The engine added stronger affiliated-account logic for TFSA and RRSP replacements, including separation of permanently denied losses from deferred ACB adjustments.

Options exercise and assignment linking
Engine

Implemented the four-way CRA options matrix so premiums flow into the correct ACB or proceeds calculation. This closes a major gap for active options traders.