Saventa

Roadmap

What we're building next, and what has just landed.

Plans, not promises — dates and scope can change, and items move between quarters.

Recently shipped

Full changelog →

Q3 2026 In progress

Being built now.

  • Recurring transaction templates

    Save a monthly contribution or payout once and reuse it, instead of retyping the same entry every month.

  • Notes and attachments

    Keep the deposit contract, the property deed, or a note on why you bought something, attached to the record itself.

  • More broker and bank import formats

    More providers read out of the box. If yours is not supported yet, donating a sample export from the import screen is what puts it on the list.

Q4 2026

Next up.

  • Price, goal and maturity alerts

    Be told when a goal completes, a deposit is about to mature, or an asset crosses a price you care about.

  • Rebalancing suggestions

    Plus

    Once you have set allocation targets, see what to buy or sell to get back to them.

  • Keyboard shortcuts and a command palette

    Jump to any portfolio, screen or action from the keyboard, without going through menus.

  • Accessibility improvements

    A full pass over keyboard navigation, screen-reader labels and contrast, so the app works however you use it.

  • Automatic broker and exchange sync

    Plus

    Connect a broker or exchange account once, with a read-only key, and have new transactions arrive on their own instead of importing a file each time.

2027 and beyond

Planned, but not scheduled yet.

  • Installable app that works offline

    Install Saventa on your phone or desktop, and still read your numbers with no connection.

  • Household and shared portfolios

    Share a portfolio with a partner or family, read-only or with full access.

  • Mortgage and loan tracking for property

    Split payments into principal and interest, and watch equity build against what you still owe.

  • Choosable cost-basis method

    Pick FIFO, average or LIFO, to match the rules where you file.

Missing something you need? Tell us: support@saventa.app

The roadmap is available in English only.