Pricing
Roadmap · updated as we ship

Three months out. Honestly.

No quarterly fantasy. Just what we're actively building, scheduled to land, and exploring · with the bias to ship.

Forward plan · subject to reality, updated as we ship
Now shipping
May 2026
SHIPPING

The big repositioning, landing this week.

Playful design system across the entire app. AI-first homepage. Newsletter. Roadmap. Eight brokers.

Added

  • Playful design system on every page: cream and ink palette, Instrument Serif + JetBrains Mono.
  • StockSage 3-pane chat: research, results, and history side-by-side.
  • Newsletter audience + weekly long-read in public.
  • /roadmap (this page): three months out, honestly.
  • Eight brokers staged: Zerodha in beta, seven more coming soon, all eight going Live in the next two months.
  • Portfolio XIRR / CAGR wired everywhere: aggregate and per-broker.
Live data & charts
June 2026
SCHEDULED

Charts go live. Strategies get a backtest UI.

Charts move from delayed to live, the strategy builder gets a real walk-forward backtest UI, and research gets faster.

Planned

  • All 8 brokers → Live: promote Zerodha out of beta and ship the remaining seven (Groww, Angel One, Upstox, Dhan, Fyers, HDFC Sky, ICICI Direct).
  • BSE live data via official feed (currently delayed).
  • TradingView Advanced Charts v32 upgrade.
  • Strategy builder backtest UI: walk-forward, no math degree required.
  • Mobile PWA polish: offline holdings, native share, install prompt.
  • Alerts MVP: price + condition triggers, in-app delivery.
  • L3 research speed: Flash-first router, prompt cache reuse.
Alerts & Strategy v2
July 2026
PLANNED

Alerts you can act on. Strategies you can trust.

Email + push alerts. Sixty pre-built strategies. Live source citations on every research card.

Planned

  • Email + push alerts: price, % move, P&L, news, dividend.
  • Strategy library v2: 60+ pre-built strategies, custom strategy builder.
  • Pattern + scan engine: 12 chart and 25 candlestick patterns, Chartink and plain-English scans, with walk-forward backtests on any strategy.
  • Quant + macro layer: factor scores, regime & volatility analysis, FII/DII + RBI macro context, and Monte-Carlo forward scenarios.
  • L4 institutional research: deeper fundamentals, relative valuation, DDM/DCF, and forward scenario modelling (gated to PRO).
  • Vertex grounding for live source citations across research.
  • Live socket for in-flight tool updates in research streams.
  • Comparison cards 2.0: richer peer + macro context.
  • Research speed: <6s to first byte for L1 Flash.
  • Earnings calendar v2 with per-stock impact view.
Mobile beta & Tax v2
August 2026
PLANNED

Mobile, in your pocket. Tax, in your CA's format.

iOS + Android beta. ITR-2 export. Per-broker XIRR. Macro context built in.

Planned

  • iOS + Android beta: read-only, OAuth-only, watch-only.
  • Tax v2: ITR-2 capital-gains export, indexation calculator, FY-aware reporting.
  • Per-broker XIRR + CAGR displayed alongside aggregate.
  • ITR-2 PDF download: pre-filled, CA-reviewed.
  • Macro tab: FII/DII flows, RBI rates, USD/INR impact on portfolio.
  • L4 advanced research: Tijori/StockEdge-grade fundamentals (gated to PRO).
EXPLORING

Maybe. Probably not this quarter.

US equities for Indian retail
NASDAQ/NYSE in INR, FX-adjusted P&L.
Global mutual funds
Cross-border comparison, FX-corrected returns.
Interactive Brokers integration
9th broker.
Smallcase-style themed baskets
Your portfolio, your themes.
AI-generated quarterly summaries
One email per stock you hold.
Public read-only portfolio share links
Opt-in, anonymised.

Want a vote?

The roadmap follows what users actually use. Email hello@usemoney.aiwith what you'd ship first.