Update

New "Retirement Fund" account type added

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James Wigglesworth
13 Jan, 2026

Up until now, the best account type for retirement funds (e.g. superannuation or 401k funds) in PocketSmith was “Investment” — however this can blur the lines between retirement funds and true investment accounts.

For this reason, we’ve now introduced “Retirement Fund” as an account type. Just edit your regular or net worth account to select this account type, and then it’ll be shown separately on the Net Worth page and be available as a selectable account type on balance graphs.

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