Product Updates

Changelog

Follow our journey as we continuously improve WealthSight. New features, improvements, and fixes—all in one place.

1.8.0

Monthly Message Limits & Chart Persistence

February 10, 2025

Enforced usage limits for sustainable growth and improved chart handling across sessions.

NewEnforced 50-message monthly limit on variance analysis for free plan users
NewCharts now persist across sessions and accumulate in the analysis panel
ImprovedImproved charts UX with better tooltips, legends, and responsive sizing
FixedFixed S3 frame-src CSP configuration for PDF preview in production
1.7.0

PDF Reports & Enhanced Analysis

February 1, 2025

Generate downloadable PDF reports from your analysis sessions and preview them inline.

NewPDF preview for generated reports directly in the Reports tab
NewNew report generation flow with variance, commentary, and deck formats
ImprovedReports tab now shows real data from DynamoDB with view, download, and delete
ImprovedSidebar now shows dynamic usage stats from /api/stats/sidebar
1.6.0

Session History & Resume

January 20, 2025

Never lose an analysis again. All sessions are saved and can be resumed at any time.

NewFull session history with conversation replay
NewResume previous analysis sessions with complete context
NewSession management with delete capability
ImprovedConversation history stored in DynamoDB for fast retrieval
1.5.0

Stripe Subscriptions & Billing

January 10, 2025

Full subscription management with Stripe integration for seamless billing.

NewStripe Checkout integration for plan upgrades (Starter & Professional)
NewCustomer billing portal for payment management and invoices
NewDynamic plan badge display (Free/Starter/Pro) in header
ImprovedSubscription tab with real-time plan data and usage tracking
FixedFixed webhook handling for subscription lifecycle events
1.4.0

User Settings & Preferences

December 28, 2024

Personalize your WealthSight experience with customizable settings.

NewSettings tab with commentary style, language, and currency preferences
NewNotification preferences for email and in-app notifications
ImprovedSettings persist to DynamoDB via /api/user/settings
FixedFixed onboarding flow for first-time users
1.3.0

AI-Powered Charts & Visualizations

December 15, 2024

The AI now generates interactive charts automatically as part of variance analysis.

NewAI-generated bar, pie, and line charts from financial data
NewInteractive chart tooltips and legends
NewChart export for presentations and reports
ImprovedWebSocket streaming for real-time chart data delivery
1.2.0

WebSocket Streaming & Real-time Analysis

December 1, 2024

Analysis results now stream in real-time for a faster, more responsive experience.

NewReal-time AI response streaming via WebSocket connection
NewTool call indicators showing AI reasoning process
ImprovedReduced perceived latency with chunk-based streaming
FixedFixed WebSocket reconnection handling on network interruptions
1.1.0

File Upload & S3 Integration

November 15, 2024

Secure file upload with AWS S3 storage for financial data processing.

NewDrag-and-drop file upload for Excel and CSV files
NewSecure file storage on AWS S3 with customer-scoped paths
ImprovedFile validation and format checking before upload
FixedFixed large file upload timeout issues
1.0.0

Initial Launch

November 1, 2024

WealthSight launches with AI-powered variance analysis for FP&A teams.

NewAI-powered variance analysis with natural language commentary
NewClerk authentication with secure user management
NewDynamoDB user data and session storage
NewResponsive dark-theme UI with Tailwind CSS

Have a Feature Request?

We build what our customers need. Share your ideas and help shape the future of WealthSight.

Share Feedback Try WealthSight Free