Platform Updates
Stay informed about the latest improvements, fixes, and new features we're building to make Optiml even better.
feature
OPTI 1.59All Plans Now Auto-Save Like Master Plan
All plans now function like the Master Plan in your Analysis Hub for Pro+ and Legacy users. Edits are saved automatically, keeping everything up to date without manual action. The 'Master Plan' designation is now reserved for deeper insights and tracking enhancements coming later this year!
January 15, 2026
feature
OPTI 1.59Duplicate Your Plans with One Click
You can now copy and duplicate any of your Analysis Hubs. Use the 'Duplicate' button on archive cards or during the Update My Plan workflow. A full copy will be saved and ready to edit as needed.
January 15, 2026
improvement
OPTI 1.59New Save Reminders for Returning Users
We’ve added save logic to notify you if changes were made but not saved. This should reduce frustration for returning users who forget to manually save updates.
January 15, 2026
improvement
OPTI 1.59Improved Tooltips for Income Property Expenses
We’ve updated the tooltips for Income Property Expenses to be more accurate and helpful in finding the right information.
January 15, 2026
improvement
OPTI 1.59Clearer Cash Account Banners
We’ve added banners to cash accounts to make it easier to understand your cash decisions within the tool.
January 15, 2026
feature
OPTI 1.59FHSA Lifetime Contribution Tracking Added
If you opened your FHSA before 2025, we’ll now ask for your total contributions to ensure your $40,000 lifetime cap is correctly enforced.
January 15, 2026
feature
OPTI 1.58CPP Updated to 2026 Maximums
We’ve updated CPP contribution and benefit limits to reflect the official 2026 maximums. Your projections are now even more accurate.
January 8, 2026
bug
OPTI 1.58Opco Value Now Displaying Correctly
We fixed an issue where the total Opco value was not showing in the input summary. All Opco values now display as expected.
January 8, 2026
improvement
OPTI 1.58Traditional Plan Orders Now Save Automatically
Plan withdrawal orders (Traditional, Custom, Optimized) will now save with your plan, so you won’t lose them between sessions.
January 8, 2026
improvement
OPTI 1.58CPP/QPP & OAS Optimization Page Updated
We’ve refreshed the CPP/QPP and OAS optimization pages with improved design and updated information for clearer, more helpful insights.
January 8, 2026
improvement
OPTI 1.58Private Equity Share Value Entry Improved
You can now input private equity share values with up to two decimal places - including zero - for more precise and flexible entries.
January 8, 2026
Showing updates for January 2026
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