Product Roadmap
No vague promises. Here's exactly what we're building, what's coming next, and what we've already shipped.
Stay in the loop with changes? Subscribe to product updates →
Features actively being built and rolling out within days. These are final-stage or already deploying.
Ask questions about your holdings in natural language, generate files, and get conversational insights.
Share your portfolio data in a Strava/Spotify Wrapped-style format for social media.
Expanding localization to German, French, and Spanish.
Public API for programmatic access to your portfolio data, enabling custom integrations and automations.
Get weekly market breakdowns delivered via email, Discord, or Telegram.
Generate a shareable link so anyone can view a read-only snapshot of your portfolio.
Local proxy tunnel for fully private AI. Connect Ollama, LM Studio, or any OpenAI-compatible endpoint.
Create and manage personalized watchlists to track assets you're interested in.
In active development with clear scope. Expect these features within the next few months.
Analyse and compare assets, sectors, and surface portfolio data in one unified research interface.
Share portfolios with other users by username or email — shared portfolios appear on their dashboard with role-based access, unified reporting, insights, and data.
Get notified before earnings reports for companies in your portfolio.
Track dividends, earnings, IPOs, and economic events relevant to your holdings.
Set custom alerts triggered by price changes, allocation drift, performance thresholds, and more.
Features we're committed to building. Timelines are flexible, but the direction is clear.
Native iOS and Android apps for tracking your portfolio on the go.
A native macOS desktop application for faster access and system-level integrations.
Support for real estate, commodities, collectibles, and other alternative investments.
Auto-generate preliminary tax reports for UK, US, and EU jurisdictions based on your transactions.
Everything below is already in the product. We ship fast and document everything.
Full interface localization for Portuguese and English.
Compare your portfolio performance against the S&P 500 benchmark index.
Support for stocks, ETFs, crypto, and other asset classes in a single portfolio.
Integrated financial news feed with relevance filtering for your portfolio holdings.
Set and track portfolio milestones — target values, return goals, and custom objectives.
Connect your own OpenRouter API key for AI features, giving you full control over usage and costs.
Get AI-generated analysis of your portfolio based on your actual holdings, allocation, and performance data.
Comprehensive performance analytics including time-weighted returns, volatility, drawdowns, and more.
Export your portfolio data, transactions, and reports in JSON or CSV format.
Securely store research links and documents attached to your portfolio for easy reference.
AI-powered market analysis providing real-time insights and trend detection.
Track portfolios across multiple currencies with automatic conversion.