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Changelog

What changed in Truenote, newest first, including anything that affects the API or the MCP tools. RSS.

Ballast becomes Truenote

The product has a name and a home: Truenote, at app.usetruenote.com. Passkeys are bound to usetruenote.com; sign-in codes come from sign-in@usetruenote.com. Tokens made before the rename keep working.

Also this week:

  • The Ledger look. Besley for display, note paper and intaglio green, a guilloche on the net worth card drawn from the household’s own history, figures that roll, the Funded stamp.
  • Documents. Upload paystubs, W-2s, 1098s and statements, sealed at rest. Agents list and read them (masked) with documents:read, and file them with prepare_upload or POST /v1/documents.
  • The yearly tax projection covers investment income: long-term gains and qualified dividends, and the net investment income tax.
  • query_investment_transactions returns every investment transaction, filtered and paged, with totals by kind.