A look at the reports and platform features we're building next. Dates are targets, not guarantees — we ship when a report is ready to stand on its own.
High-demand reports we've scoped and prioritized. Each one fits the same pay-per-report model as the current catalog — no subscription, no commitment.
Side-by-side modeling of staying on income-driven repayment toward Public Service Loan Forgiveness vs. refinancing privately for a lower rate.
Claiming-age scenario comparison with lifetime-benefit projections and spousal coordination.
Ranked plan comparison driven by your drug list and ZIP, with a clear breakdown of premiums, deductibles, and out-of-pocket caps.
Break-even months, total-interest scenarios, and cash-out analysis under multiple rate paths.
Self-employed / 1099 estimated-tax schedule with safe-harbor math and payment reminders.
State-to-state tax-impact model for households considering a move — income, sales, property, and estate-tax deltas in one place.
Quality-of-life work that touches every report — better data ingestion, less retyping across reports, and household-level fact tracking.
One-click crypto transaction ingest for the largest exchanges and self-custody wallets.
Once your facts are on file, subsequent reports only ask what is new or changed.
Track spouse and dependent facts in one profile so spousal-coordination reports run in one pass.
Create a free account and we'll let you know when a report from this list lands on the catalog.
Roadmap items represent our current intent and are not a commitment to ship by any specific date.