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Open
Overdue by 1 year(s)
Due by April 30, 2024
Last updated Jul 23, 2024
100% complete

The goal of this milestone is for users more holistic view of their wealth.

  • Personalized AI Insights: Introduce basic AI-driven insights to offer personalized financial advice and savings strategies.

  • Additional Open Banking Integrations like Plaid: Integrate with additional open banking platforms like Plaid to expand our service reach and accommodate more international users, enhancing our app's accessibility and functionality across borders.

  • Basic Investment View Integration: Develop and integrate a basic investment tracking feature that aggregates users' investment data, providing a preliminary view of their overall wealth

  • Exploration of Crypto Asset Integration: Integrate crypto asset tracking capabilities to offer users a more holistic view of their wealth.

  • Monetization Strategy: Conduct analysis of our current integrations to develop initial monetization strategies, such as premium features or subscription models

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