This roadmap reflects what is live now, what is being hardened next, and how broader workflows will expand over time.
Local sign-up, sign-in, and session workflows are in place for self-hosted deployments.
Accounts, transactions, categories, tags, and budgets support day-to-day finance workflows.
Review cycles are supported with finance insights and export paths for recurring reporting.
Improve account sync reliability, refresh behavior, and diagnostics for clearer operating visibility.
Close remaining gaps across finance surfaces so daily workflows feel consistent across the app.
Strengthen deployment and maintenance guidance for stable, long-running self-hosted environments.
Evolve trading workflows from demo-first experiences toward persisted, live-backed operation.
Move portfolio and market modules toward live-data workflows with consistent controls and visibility.
Introduce research and automation capabilities after core finance reliability targets are met.