Our Product Roadmap
See what we've delivered and what's coming next for FinA's portfolio management platform
Q4 2023
Foundation of the portfolio platform launched
Portfolio Builder
Create personalized portfolios based on risk profiles and goals
Active Portfolio Monitoring
Track your current holdings and performance metrics
Rebalancing Tools
Basic tools for maintaining portfolio allocations
Q1 2024
Enhanced analytics and insights
World Insights Panel
Geopolitical and macroeconomic events impacting markets
Advanced Portfolio Analytics
Deeper metrics including risk assessments and scenario analysis
Customizable Dashboards
Personalize your portfolio view with widgets and metrics
Q2 2024
Expanded portfolio management capabilities
Portfolio Comparison Tools
Compare performance against benchmarks and other strategies
Tax Optimization
Tools to minimize tax impact across your investments
AI-Powered Recommendations
Smart suggestions for portfolio improvements based on goals
Q3 2024
Integrations and community features
Broker Integrations
Connect with popular brokerages for real-time data
Community Portfolios
View and learn from anonymized community portfolio strategies
Financial Planning Tools
Set and track progress toward financial goals
Help Shape Our Roadmap
We're always looking to improve our platform based on user feedback. Have a feature request or suggestion?
Contact Us