2026
Contribution room, at a glance
Each allowance on your portfolio page is now a bar rather than a sentence, so you can see how full a 401k, IRA or HSA is without reading. Allowances you have finished sink below the ones still worth a look.
Marginal rate, Traditional or Roth
The tax page now shows your federal marginal rate and works out whether Traditional or Roth wins for your next contribution, based on the retirement rate you set.
Telling Gentry how you file
The planning page now asks for your filing status and confirms what your income figure means, which is what lets Gentry work out your tax position.
Two factor authentication
Turn on a code from your authenticator app and a stolen password is no longer enough to open your portfolio. Ten backup codes get you back in if you lose your phone.
Connecting a brokerage
Linking a brokerage is now open to every account. Connect one and Gentry reads your balances and holdings, so you stop typing them in.
Confirming your email address
New accounts get a message to confirm their address, and you can send it again if it does not arrive. Confirming is also what lets you turn on two factor authentication.
A return rate from what you actually hold
Your projection no longer assumes a flat market average. It reads the mix of what you hold and uses a rate that matches it.
Contribution limits on the account
Opening a 401k, IRA or HSA now shows what you are still allowed to put in this year, and says so on both pages when the allowance is shared across more than one account.
Dividend rates from the last twelve months
A holding's dividend rate now comes from what it actually paid over the last twelve months, rather than from a single recent payment.
What moved your net worth
Your dashboard and each account now separate the money you added from what the market did, and name the account that carried the month.
Employer match
Tell Gentry how your employer matches and it works out what you are leaving on the table this year.
Savings rate on your phone
The number your freedom date turns on is now on the screen you actually check.
Contribution room
See what is left in your 401k, IRA and HSA for the year, and how long you have to use it.
Gentry asks about large movements
When a lot of money arrives or leaves, Gentry asks what it was instead of guessing, so your cost basis stays right.
Holdings show their age
Every holding says when its price was last refreshed, so you know how fresh the number you are reading is.
Gentry is in beta, and what gets built next comes from what people tell us. Write to feedback@gentry.money.