Product Roadmap

Transparent timeline of what's available now and what's coming next. We ship features when they're ready, not when they're rushed.

Available Now

1. Data - The Foundation

  • 5,000+ US public companies with complete financial data
  • 300+ pre-computed metrics (ROIC, WACC, FCF, ratios)
  • 7 years historical data (2019-present, quarterly & annual)
  • Direct from SEC Edgar - every number links to source filing

2. Analysis Platform - The Product

  • 9 company analysis tabs (Income Statement, Balance Sheet, Cash Flow, Ratios, DCF, ROIC, Peers, Earnings, Quarterly Filing Insights)
  • Interactive DCF calculator with scenario analysis & sensitivity grids
  • DCF screener (500 companies with pre-computed valuations)
  • Peer comparison with sector benchmarking
  • CSV export for statements, ratios, DCF (Pro tier+)

3. Alerts - The Engagement Engine

  • Real-time filing alerts within 10 minutes (8-K, 10-Q, 10-K)
  • AI-generated summaries for earnings & quarterly reports
  • Email delivery with direct links to analysis

4. API - Developer Access (Beta)

  • 5 REST API endpoints (income-statement, balance-sheet, cashflow-statement, ratios, metrics)
  • Pro tier: 3,000 requests/month ($20/mo)
  • Power tier: 30,000 requests/month ($40/mo)
  • Programmatic access to all financial data & metrics

Coming Q1 2026

Analysis Platform Enhancements

  • Quarterly Filing Insights UI Polish - Enhanced AI-extracted summaries from quarterly filings (10-Q, 10-K)

5. MCP - AI Assistant

  • Claude Desktop integration for conversational analysis
  • Talk to your valuations - DCF scenarios via natural language
  • No AI hallucinations - Real SEC data only

Coming Q2 2026

  • Portfolio Tracking - Watchlists, portfolio performance monitoring, and holdings analysis
  • Custom Price Alerts - Price-based triggers and technical indicators
  • Mobile App - iOS and Android apps for on-the-go company research

Looking Further Ahead

We're exploring these features for future releases. Timing depends on user feedback and demand:

  • International Coverage: London Stock Exchange (LSE), Toronto Stock Exchange (TSX), and other major exchanges
  • Options Data Integration: Options chain data and IV analytics for risk assessment
  • Team Collaboration: Shared watchlists, notes, and collaborative research tools
  • Custom Dashboards: Personalized layouts and saved views for your workflow

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