What's Up with Worthy — December 26, 2025

Last updated: March 26, 2026

🎯 What's New in This Update

  • Expanded Tax Form Support - Added analysis for four new IRS forms, broadening our tax document processing capabilities

  • Bollinger Bands Alerts - New investment analysis tool that monitors price volatility and sends alerts when securities hit key technical thresholds

  • Enhanced Price History Tracking - Improved investment monitoring with deeper historical data and trend analysis features

✨ New Features

Expanded Tax Form Support

  • What it does: Added support for four IRS forms

    • Form 8606 (Nondeductible IRA Contributions)

    • Form 8960 (Net Investment Income Tax)

    • Form 8995 (Qualified Business Income Deduction)

    • Schedule SE (Self-Employment Tax)

  • Why it matters: Covers more complex tax situations including self-employment income, investment income tax, and retirement contributions—helping you maximize deductions and accurately report all income types.

  • How to use it: Upload these forms into Worthy for analysis.

Tax Bracket Breakdown Dashboard

  • What it does: Displays a detailed breakdown of income across tax brackets.

  • Why it matters: Visualizes how income is taxed and allows informed decisions about additional income or deductions.

  • How to use it: View tax bracket breakdown on the main dashboard.

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Stock Price Alerts for certain Stock Grants

  • What it does: Provides technical analysis with automatic alerts for investments.

  • Why it matters: Identifies potential buying or selling opportunities based on price volatility and trends.

  • How to use it: Access from the investment analytics section to view bands and configure alerts.

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Enhanced Price History Viewing

  • What it does: Surfaces comprehensive historical price data directly in the UI.

  • Why it matters: Makes it easier to track investment performance over time without leaving the platform.

  • How to use it: Click on any investment to view its complete price history.

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Tax Document Viewing

  • What it does: View uploaded tax forms directly within the platform.

  • Why it matters: Review your tax documents anytime without needing to download or open separate files.

  • How to use it: Access from your documents section.

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🔧 Improvements

  • Document Upload: Improved upload speed and parsing times performance for tax documents.

  • Chat Experience: Fixed auto-scrolling behavior for smoother conversation flow.

  • Login Process: Enhanced login authentication reliability with better login error handling and login redirect logic.

  • Roth Calculator: Corrected percentage calculation to provide more accurate retirement planning projections.

  • Document Management: Streamlined document storage system for faster access and better organization.

  • Email Handling: Improved case-sensitivity handling for email addresses during login.

🐛 Bug Fixes

  • Fixed authentication token storage issue that occasionally caused unexpected logouts.

  • Resolved login errors affecting some users during peak usage times.

  • Corrected PDF generation issues in tax form downloads.

  • Fixed chat response streaming that sometimes caused split or incomplete messages.

  • Addressed race condition in real-time chat updates for more reliable messaging.

📚 Documentation Updates

  • Updated Security Architecture Guide

  • New Infrastructure and Network Documentation

💡 Coming Soon

Continued expansion of our tax form library and analyst capabilities, additional investment analysis tools, new scenario planning tools, and enhanced reporting features in upcoming releases.

Questions? hello@withworthy.com