Back to ledger

Changelog

What shipped in each beta version. Version numbers (0.4.0, 0.3.0, …) are the dates we published a batch of features. Coming next is the draft list for the following update — empty when nothing is waiting to go out.

Coming next

In progress

These changes are built but not published in a numbered release yet.

Added

  • **AI Vault Analyst (Pro)** — ask natural-language questions about your stack in the app. Parsing runs **on your device** (keyword rules + a small on-device model in a Web Worker) — chat text is not sent to StaxQ by default. Answers are calculated locally from your unlocked vault; no OpenAI or other third-party AI.
  • **Spot & stack change over time** — e.g. “how much did silver spot go down today?”, “how much has my stack gained this week?”, “how much did gold go up in the past month?” Uses the same session windows as Portfolio Over Time / macro spot charts (today, 7 days, 30 days, 6 months).
  • **Product count queries** — “how many kangaroos do I have?” sums coin quantities (QTY), not just holding rows.
  • **Live training loop** — admins can add opt-in parse misses to a live corpus (no redeploy per phrase); merged on every device within seconds.
  • Optional **Help train Vault Analyst** — submit phrases that did not parse (opt-in; admin triage in Admin → Vault Analyst).
  • **About StaxQ** link on the sign-in screen and in Menu for installed PWA users to reach the marketing homepage.

Changed

  • Vault Analyst panel stays open after you send a question; lighter overlay so the ledger stays readable and scrollable behind the chat; long holdings lists expand with **Show more**.
  • Help, Trust, and Privacy copy updated for on-device Vault Analyst parsing and optional miss sharing.
  • **1D session charts** — portfolio and spot **Session (1D)** now compare prior New York close to session end correctly after market close and on weekends (no more flat 0% when prices moved).

Fixed

  • Vault Analyst parsing for dealer names, dates, storage filters, list phrasing, and “total number of … I own” product counts.
  • Sign-in no longer times out when the server route is slow — falls back to direct auth and unlocks your vault reliably on desktop and mobile.

0.4.0

Added

  • Ask StaxQ — questions answered on the public site (import, privacy, pricing)
  • Smarter bulk import — skip bad rows; recognise sterling, 925, and 50%; line-total prices when mapping columns
  • Feedback reference numbers (StaxQ-1, StaxQ-2, …) for follow-ups

Changed

  • Clearer Terms on acceptable use and intellectual property
  • Homepage now covers gold, silver, and platinum; spot hint in your currency when we can detect your country

Fixed

  • Pro photos, receipts, and collector estimates unlock right after upgrade

0.3.0

Added

  • Legacy bulk lots (Pro) — count a stack when you don’t know purchase date or price
  • Saved storage locations and filters on the ledger
  • Totals row for the holdings you’re viewing
  • Portfolio-over-time chart filtered by gold, silver, or platinum (Pro)
  • Sales and disposal reports with Australia, US, and New Zealand tax years (Pro)
  • Full vault backup as a zip file (Pro)
  • One photo and one purchase document per holding (Pro)
  • Where purchased field on holdings and exports
  • General contact form alongside bug and feature reports
  • Searchable country and currency menus

Changed

  • Clearer reporting banners and Pro attachment reminders
  • Help and tax wording updated for international stackers

Fixed

  • Upgrade prompt when Core users open the portfolio chart
  • Attachment reminder layout on small screens
  • Collector estimates update when you change display currency

0.2.0

Added

  • Portfolio over time chart in Reporting (Pro)
  • Import Excel files and save column maps for repeat dealer exports
  • Map any CSV columns to StaxQ fields
  • Toggle spot value vs estimated liquidation after dealer spread
  • Sales and disposal workbook for your tax agent (Pro)
  • eBay sold-price hints for collector coins (Pro, beta)

Changed

  • Menu in the app header; cleaner mobile dashboard
  • Enter and import weight in grams or kilograms
  • Updated homepage and pricing comparison

Fixed

  • Sign-in with saved passwords and password managers
  • Portfolio chart date ranges and headlines
  • Signup when the beta is full (waitlist instead of a dead end)

0.1.0

Added

  • Encrypted vault for bullion and numismatic holdings
  • Live gold, silver, and platinum spot prices and ratio
  • Record partial and full sales from the ledger
  • Export holdings to CSV and PDF stack report (Pro)
  • Draft capital gains summary for Australian financial years (Pro)
  • Price alerts when spot or the gold–silver ratio hits your target (Pro)
  • Send bug reports and feature ideas with screenshots
  • Notification inbox for feedback replies and alerts
  • Public site with pricing, trust, login, and signup

Changed

  • Ledger shows spot value and melt value separately
  • Spot ticker and header stay visible while you scroll

Fixed

  • Pro access recognised after sign-in
  • Tall edit forms scroll correctly on mobile