FolioOrb already earns its spot in your dock — but this is the opening chapter, and the lab is very much open. Below is what’s on the radar for future releases. Read it as a peek through the workshop window, not a signed contract: every idea here is grounded in what the app can already do, but nothing is promised on a date.
Target weights & drift
Set the mix you’re aiming for, then see at a glance how far today’s prices have
nudged you off plan — the same allocation and exposure math the dashboard already
runs, pointed at your own targets.
Status: next up in the lab · effort: medium
Tax-season trade export
Export every closed trade as a tidy CSV when tax season comes knocking — the
line-by-line detail behind the new year-end realized recap.
Status: next up in the lab · effort: small
A what-if simulator
Preview a buy or a trim before you touch anything real — regret-free rehearsals
that reuse the same exposure and risk math the dashboard already runs.
Status: being explored · effort: medium
Shipped since this list last changed: insider trades (SEC Form 4), fundamentals over time (revenue, margins, and EPS from filed numbers), and a dividend income view. What was “quietly brewing” is now on your dock.
These are honest confidence levels, not marketing:
| Label | Roughly means |
|---|---|
| Quietly brewing | Groundwork already exists in the app; mostly a matter of surfacing it. |
| Next up in the lab | Clear, self-contained, and high on the list. |
| On the radar | Genuinely wanted, a bit more design work before it lands. |
| Being explored | Promising and feasible, still being shaped. |
This roadmap is less of a blood oath and more of a friendly sneak peek. FolioOrb is built part-time, so priorities may shift and you’ll notice a distinct lack of hard dates. That’s on purpose — the direction is clear (more useful, more polished, more delightful), the calendar is not.
