Roadmap

📰 AI News & Company Updates

Stay easily informed about your companies with AI-powered news analysis:

• 🧠AI-generated summaries that extract key information from news articles
• ⚡Quick access to essential company developments without information overload

🌍 In-Depth Stock Analysis

Access comprehensive standardized data visualization and analysis:

• 📈Historical performance data and market trend visualization
• 🌐Geographic diversification: see how your portfolio is spread across regions
• 🏭Sector exposure: identify concentrations or gaps in your industry coverage
• 🧮Key ratios: including Sharpe ratio, volatility, and weight distribution
• 💼Market capitalization breakdown to balance small, mid, and large caps

🔗 Correlation Insights

Measure how your stocks move together — and against the market:

• 🔍Internal portfolio correlation: identify redundancies or diversification opportunities
• 🌎Country-based correlation: see how a stock relates to the market in a specific country
• 🏢Sector-based correlation: understand a stock's relationship with a particular industry

📊📉 Benchmark with Market Indices

Compare your portfolio's performance to major indices:

• 🇺🇸S&P 500, Nasdaq 100
• 🇫🇷CAC 40 and more
• 📈Visual comparisons to evaluate over/underperformance
• 🔄Great for tracking strategy efficiency and market alignment

📊 Historical Returns

Visualize historical price data over various time frames for educational purposes:

• 📈Multiple time frame analysis (1Y, 3Y, 5Y, 10Y)
• 📊Interactive charts showing price evolution and key milestones
• 📉Performance metrics and return calculations
• 💰DCA vs Lump Sum comparison: Compare investing a fixed amount monthly (Dollar-Cost Averaging) against investing the entire sum at once to see which strategy would have performed better historically
• 📊Visual comparison of total shares acquired and final portfolio value for both investment strategies

💸 Comprehensive Dividend Analysis

Comprehensive dividend data visualization and analysis tools:

• 📊Visual charts showing annual dividend payments with growth trends
• 📈Track yield percentages over time with historical price data
• 📅Calendar views showing payment dates and dividend amounts
• 🔄Compare growth scenarios with and without dividend reinvestment
• 🔮Historical dividend pattern visualization
• 📊Analyze dividend contribution within your portfolio context
• 📈Comprehensive yield statistics and trend analysis

🎯 Company Insight Card

A comprehensive full-screen dashboard that consolidates all key company data in one view:

• 📊Complete financial overview with performance metrics and key ratios
• 💸Dividend analysis with yield trends and payment history visualization
• 💰DCA simulation comparing monthly investments vs. lump sum strategies
• 📈Growth patterns and historical performance analysis with interactive charts
• 🌡️Performance heatmap showing monthly and yearly returns at a glance
• 🔗Correlation insights with portfolio stocks and market indices
• 🌍Geographic exposure and sector positioning breakdown
• 📱Optimized full-screen overlay for immersive data exploration

🔔 Notification Push

Receive real-time notifications for important portfolio events, such as price alerts and news updates.

📁 Multi-Portfolio Management

Create, save, and switch between multiple portfolios easily.

📈 Community Trends Page

View aggregated data on frequently analyzed stocks within the community.