Changelog
Engine updates, parser improvements, and feature releases.
You can now delete individual calculations from history detail. The deletion flow includes a confirmation modal and preserves the existing authenticated history workflow.
Added privacy-bounded product analytics events with documented retention and purge behavior. This improves product visibility without storing uploaded files or calculation payloads.
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.
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.
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.
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.
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.
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.
The engine added stronger affiliated-account logic for TFSA and RRSP replacements, including separation of permanently denied losses from deferred ACB adjustments.
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.