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