Roadmap

Our roadmap is driven by user feedback. If you're in the beta, your input shapes what we build next.

Current
Private Beta
  • Bank account sync via Plaid — 12,000+ institutions
  • Investment tracking via SnapTrade — portfolio history, holdings, and allocation
  • Budgets & cash flow — category budgets, income vs. spending, savings rate
  • Transfer detection — automatic identification of moves between accounts
  • Recurring transactions — subscription tracking and predicted charges
  • Household support — invite a partner and share a unified financial view
Polish & Market Data
  • Real-time market data feeds for stocks, ETFs, and crypto
  • Multi-currency support with automatic CAD/USD conversion
  • Goal tracking with target dates and honest forecasts
  • Enhanced portfolio analytics — sector exposure, dividend tracking, benchmark comparison
  • Mobile-optimized experience across every surface
Future
Public Launch
  • Public registration — open access beyond invite-only beta
  • iOS and Android apps with native performance
  • AI-powered insights — anomaly detection, spending trends, and personalized recommendations
  • Tax reporting tools — capital gains summaries, RRSP/TFSA contribution tracking
  • API access for developers — build on top of your own financial data