smallcase: Stocks, MFs, FDsv7.41.0 / 7.41.1 / 7.42.0 / 7.43.1

What changed

• New featureIntroduced Wealth Office, an AI-powered net worth tracking feature.
• UXAdded a single dashboard to track investments, assets, and liabilities.
• New featureEnabled AI-powered insights for understanding personal wealth.

Reception

Original release notes

What's new?

Introducing Wealth Office - a new home for your net worth, powered by AI.

Track all your investments (stocks, MFs, FDs, bank accounts), assets (real estate, gold), liabilities (loans, credit cards) - all from a single dashboard.

Ask questions and get AI-powered insights that help you understand your wealth better.

Questions or feedback? Write to us at care@smallcase.com