Roadmap
A practical path from clarity → scenarios → optimisation.
Tier 1 — Visibility
Goal
Make your current position obvious and trustworthy.
Focus
- accurate holdings + valuations
- entity-aware views
- clean data inputs
- explainable calculations
Tier 2 — Decisions
Goal
Model “what if I sell…” outcomes before acting.
Scope constraint
Scenario planning within one entity at a time.
Why
Keeps the maths defensible and the UX understandable, while creating clear upgrade value.
Tier 3 — Optimisation
Goal
Optimise across entities and household structures.
Why it’s later
Cross-entity optimisation is a different product class — higher value, higher complexity, higher audit requirements.
Near-term milestones (opinionated)
Milestone A — Trustworthy Tier 1
- complete holdings/transactions flows
- clean valuation “as of” logic
- entity membership enforcement
- basic admin setup workflows
Milestone B — Tier 2 v1 (individuals)
- sell scenario model
- parcel selection (FIFO/LIFO + heuristic)
- CGT discount + loss carry-forward handling
- post-tax proceeds estimate
Milestone C — Tier 2 expansion
- trust + company basics (still single-entity)
- reporting that explains “why”
- scenario comparison UI
Milestone D — Tier 3 foundations
- entity relationship modelling
- audit-first privileged actions
- impersonation (SuperAdmin/support) with logs
Want to influence the roadmap?
If you have a specific workflow you want supported (e.g. parcel selection rules or trust distributions), send it through on the contact page.