SteadyPlan
Roadmap
SteadyPlan is self-hosted today. The focus is clarity, safety, trust, and usability.
This roadmap describes current direction, not guarantees. It shows what exists, what is improving next, and what is only being explored later.
Hosted SteadyPlan is being explored — not launched. No timeline yet.
- Keep the product calm, clear, and answer-first
- Earn trust before any hosted-beta thinking
- Prefer safer evaluation, supportability, and honest wording over feature hype
Three horizons
- Goals, holdings, Performance comparison lines, and retirement scenario estimates
- Budget, allowances (ISA/LISA), scenario exports to Excel
- Privacy-first local data model (SQLite)
- Backup/export/restore guidance, Diagnostics, and trust-posture checks
- Scoped Assistant access for personal AI setups
- Optional read-only demo path and read-only Trading 212 broker snapshot review beta
- Reduce density in the heaviest setup and settings surfaces
- Keep tightening compact-screen and data-entry clarity
- Make docs, roadmap, and evaluation guidance stay fully in sync
- Strengthen supportability and auth boundaries before any hosted beta
- Hosted SteadyPlan (exploratory)
- Invite-only private testing
- Only if safety and supportability are good enough
Hosted SteadyPlan is only considered if it becomes clear, safe, trustworthy, and supportable.