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Hoja de Ruta del Producto

Mira en qué estamos trabajando y qué viene después

Solicitudes de Funciones Abiertas 6

Custom Reporting Capability

Right now, there is a historic balance section with the ability to export a CSV. It would be grea...

2 1
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Financial Stress Tester

This tool would help users understand how resilient their financial situation is under various st...

1 0
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Investor Personality Profiler

This psychometric test would help users understand their investment risk tolerance and suggest in...

1 0
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Finance 101: A Learning Hub

A comprehensive educational resource that would be dedicated to improving users' financial litera...

1 0
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Budgeting Tool

The idea is to provide users with a streamlined, intuitive way to plan their monthly finances, tr...

1 0
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Buy or Rent Decision-Maker

This feature would assist users in deciding on whether to buy a home or continue renting. By ente...

1 1
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Planificado 2

Add Global Auto Integrator

Add automatic connections to an additional 20,000 institutions. New Countries: Australia New Z...

1 1
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iOS App

Launch iOS App.

1 1
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En Progreso 2

Support for Couples

Add support for couples to have access to the same account and the ability to visualise holdings ...

1 1
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Multilang

add Spanish and Portuguese l18n

1 1
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Completado 6

BUG: INR holdings not being calculated correctly

In the Assets by Account, conversion is not being done correctly of INR assets. This causes my IN...

2 6
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Non open banking saving/ISA accounts

Accounts that don’t support open banking - manually add the balance, select an interest rate and ...

2 1
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Automated Integration

API integration with banks and financial platforms to import data automatically for paid users.

2 1
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Report overview

For the asset overview pie chart in the overview tab, it splits up your different accounts based ...

1 2
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Financial Independence Simulator Module

This would be a tool that helps users map out their path to financial independence by inputting t...

1 2
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Finalise E2EE Rollout

1 2
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