What's new in ActuaPlan Beta v0.2 - Dark Mode, Smarter Portfolios, Saved Plans

August 4, 2025

Retirement Planning made easier on eyes.

TLDR
• 🌑 Dark mode
• 💾 Save & reload your plans
• 📊 Enhanced portfolio strategy management

Exciting Major Upgrade!

ActuaPlan continues to rapidly evolve. Today we're thrilled to announce the features we've been refining over the past few weeks: Dark Mode, the ability to save and reload plans, and significant enhancements to the portfolio strategy interface. Let’s dive in.

1. Dark Mode

Dark mode is really becoming a necessity these days (even for myself). Now everyone can enjoy a sleek, comfortable experience at night.

How to toggle: Simply click the 🌙/☀️ icon at the top-right corner of the app.

2. Save and Reload Your Plans

Your retirement plans can now be securely stored and retrieved from the cloud, so that you can come back to them anytime:

• Effortlessly resume tweaking your plans.
• Easily compare multiple scenarios (simply open different scenarios in separate tabs).

3. Portfolio Strategy Overhaul

ActuaPlan now supports simulating multiple distinct investment accounts, including your 401(k), personal brokerage accounts, and IRAs.

• Set individual allocations tailored to each investment account.
• Seamlessly model conversions from your 401(k)/IRA to a Roth 401(k)/IRA.

Join the Conversation

A big shout-out to our beta testers, especially those who provided valuable feedbacks and improvement suggestions last week. Your feedback is actively shaping ActuaPlan’s future.

You can submit further feedback through the feedback button located at the bottom right of the ActuaPlan app.

We're in early access—keep those bug reports coming!