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 (later unified into Financing Modeler).
- AddedAdvanced options for modeling capitalized interest, repayment 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, repayment 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.
Try Policy Stack FreeBy the Policy Stack editorial team · Content reviewed March 2026
Methodology & Transparency: This content was created by the Policy Stack team. We are committed to accuracy and fairness. Information is checked against public documentation and, where a page explicitly says so, testing at the disclosed access level. If you notice an error or have a correction to suggest, let us know.