Public Roadmap
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13
Features shipped
Development timeline
A high-level view of what shipped and what's coming up.
Q3 2025Foundation
Shipped
- Multi-asset portfolio tracker (stocks, ETFs, crypto, real estate)
- Dashboard with net worth overview & allocation charts
- Manual position entry & transaction history
- Watch & precious metal asset classes
- Blog & community forum
Q4 2025Intelligence
Shipped
- Geography & sector analysis views
- What if simulation
- Planning tools suite
- Auto-sync via exchange & wallet connections
Q1 2026Polish
Shipped
- Custom Asset entry
- Loan tracking & metrics
- Personal portfolio sharing
- Brokerage integrations
Q2 2026Growth
In Progress
- Dividend & income projections
- Cashflow analytics
- Transaction-level analytics
Q3 2026Intelligence
Upcoming
- Transaction document import
- Performance vs benchmark feature
- Fund overlap tool
- More planning tools
Q4 2026Ecosystem
Upcoming
- Feature additions based on user feedback and vote prioritisation
In the plansFeatures in mind
Upcoming
- Mobile app (iOS & Android)
- Estate planning tools
- Tax planning features
- Feature additions based on user feedback and vote prioritisation