PRODUCT
Changelog
New features, improvements, and fixes shipped to Policy Stack.
Last updated: March 2026
Content Visual System
v1.8March 3, 2026
- AddedNew visual components for content pages — ContentHero, CalloutBox, StatCallout, ComparisonTable, FAQSection, and more.
- ImprovedUpgraded 23 content pages with consistent typography, spacing, and design tokens.
- AddedPrinciples page explaining the foundations of whole life banking.
Debt Sequencer
v1.7February 24, 2026
- AddedFull Debt Sequencer tool with four payoff strategies — Avalanche, Snowball, Hybrid, and banking system integration.
- AddedSide-by-side strategy comparison with timeline charts and payoff schedules.
- AddedBanking system configuration panel — model policy loans alongside traditional debt.
Borrowing Strategy Tool
v1.6February 17, 2026
- AddedBorrowing Strategy calculator for comparing policy loan costs against traditional financing.
- AddedAdvanced options for modeling capitalized interest, restoration schedules, and opportunity cost.
- ImprovedTools dashboard with registry for all available calculators.
AI Insights
v1.5February 10, 2026
- AddedAI-powered insights that surface observations about your banking system data — capital velocity trends, restoration progress, and deployment patterns.
- AddedContextual AI button on policy and deployment detail views.
- ImprovedAI Chat now understands whole life banking terminology and follows non-judgmental framing.
Collaboration & Sharing
v1.4January 27, 2026
- AddedPartner collaboration — invite advisors or family members to view your banking system.
- AddedCollaboration invitation emails via Resend.
- ImprovedSettings page with billing, plan comparison, and account management.
Email System & Onboarding
v1.3January 13, 2026
- AddedComplete email template system — welcome, waitlist confirmation, payment receipts, and weekly AI insights digest.
- ImprovedOnboarding flow with step-by-step setup for new practitioners.
- FixedMagic link authentication reliability on mobile devices.
Dark Mode & Design Elevation
v1.2December 30, 2025
- AddedFull dark mode support across all pages with design token system.
- ImprovedUI elevation with Lora headlines, metric hierarchy (hero/standard/income tiers), and entrance animations.
- ImprovedAmber accent system — consistent energy color across CTAs, progress bars, and active states.
Policies & Snapshots
v1.1December 16, 2025
- AddedPolicy tracking — record your whole life policies with carrier, premium, and rider details.
- AddedPoint-in-time snapshots for tracking cash value, death benefit, and loan balance over time.
- AddedCSV export for policy data.
Launch
v1.0December 2, 2025
- AddedPolicy Stack is live — track your whole life banking system with clarity and control.
- AddedAuthentication with magic link and Google sign-in.
- AddedLanding page, pricing, and waitlist.
Start tracking your whole life banking system today.
Methodology & Transparency: This content was created by the Policy Stack team. We are committed to accuracy and fairness in all comparisons. Feature information is verified against public documentation and direct product testing. If you notice an error or have a correction to suggest, let us know.