Product Direction
Public Product Roadmap
Transparent view of what we are building next for WealthLoop investors.
Now (In Production)
- Command Palette (Cmd+K) & instant global keyboard search
- Interactive Net Worth, FIRE, and Compound Interest Calculators
- Financial Health Score rating engine (0-100 score)
- Client-side bank statement vision OCR parser
Next (Q3 2026)
- Multi-currency automatic exchange rate conversions
- Automated recurring subscription & bill detection
- Tax loss harvesting simulation & capital gains estimation
Future (Q4 2026)
- Open Banking direct API sync integrations
- AI Portfolio Rebalancing Recommendations
- Family & Household net worth consolidation