Developing Our Tool

Explore the journey of developing our tool with our detailed roadmap. From conceptualization to design, development, testing, and launch, follow each milestone as we craft a solution to empower users and transform the industry.

Completed = MVP, POC

Investment module

  • Stock and currency api
  • Buy/sell assets
  • Calculating profit from past
  • Allocation management
  • Custom assets
  • Gold, Crypto, Deposit, stock

Budget

  • Categories by month
  • Plan min/max by month
  • Report 'as excel'
  • Simple stat

Debt

  • Payment plan list
  • Free calculator
  • Debt generator
  • Extra payment between rates

Goals

  • Integrate with all data
  • Set min/max limits
  • Customizable dates
  • Monthly goals

UI - v1

  • Desktop/tablet version
  • Custom design
  • Dark mode
Phase 2 - First User

UI - v2

  • User creator for new user
  • More pretty interfaces
  • More charts
  • More chars (and one more ;))
  • Email notification about goal achievements

Alert (module)

  • Notification when alert occur
  • Alert configure
  • Push notification in devices
  • Mobile simple app with dashboard and alerts

App in store

  • Creative native app
  • Select features for mobile
  • Create CI/CD for mobile
  • Phone notification about goals

Sharing is caring

  • FYI Wallet to close family
  • Work together on one wallet
  • Collaborate on budgeting
  • Joining many Wallets into one
  • Public wallet/budget/goals
  • Gamification

Bank integration

  • Import transaction from banks
  • Auto import from bank's api
  • Manual categorize
  • Notification about new transactions
Phase 3 - Global product

AI

  • Auto categorize payments
  • Intelligent daily/hourly alert
  • Budget suggestion
  • Investment recommendation
  • Calculating risk of wallet
  • Calculating rating of the wallet

Influencing

  • Gamification of the wallets
  • Create a public person wallets
  • Best investment wallets

Partner module

  • Create accounts for your clients
  • Advisor module
  • Suggesting module
  • Marketplace - personal finance advisor
  • Become a personal budget advisor

Marketplace

  • Find your mentor
  • Ranking of advisors
  • Youtube channel - best tips
  • Public wallet analysis

* The blue highlighted area with the "check" sign means that the features have been finished and deployed, the "cog" sign means that we are actively working on it, and the "calendar" sign means that it has been scheduled.