Roadmap

updated 31 Aug 2026

Where BorderFolio is today and what comes next. Built by one engineer — this list stays short on purpose.

  1. SHIPPED — completed phase

    Private early access

    The tax and domicile layer was tested against real broker statements from early users before the doors opened. That phase is over — nothing is behind an invite any more.

  2. NOW — current phase

    Public launch

    Since 31 Aug 2026

    Everything on the pricing page is live. Free stays free — one portfolio, the overview, and the dividend calendar. Pro opens the full cross-border layer.

    • Up to 5 portfolios on Pro — separate brokers, accounts or tax wrappers side by side, plus one combined view
    • Document imports — screenshot, PDF, CSV or plain text
    • Contribution history, pace and milestone trajectory
    • Annualised returns on the Performance page — personal return (XIRR) and portfolio return (TWR), computed only where the ledger and valuations support them, never approximated to fill a gap
    • Per-fund withholding estimates and structure comparisons
    • Residence recalculation and the US-situs reference threshold
    See what's in each plan →

  3. NEXT — planned

    Post-launch improvements

    Interactive Brokers integration

    A direct connection to IBKR so positions, trades and dividends arrive on their own — no monthly statement to download and upload. Document imports stay supported for every other broker.

    Individual bonds and notes

    Statement import currently skips individual bonds, notes and treasuries, and names them in the review screen rather than guessing. They need their own instrument reference, a price source that quotes per 100 of face value, coupon schedules, and interest treated as interest rather than as a dividend — a different data layer from the equity one, not a parser tweak. Bond funds — ETFs, ETNs and mutual funds with a ticker — are imported and priced normally today.

    Beyond 5 portfolios

    PRO

    Pro tracks up to 5 portfolios — separate brokers, accounts or tax wrappers side by side, each with its own contributions and domicile analysis, and one combined view across them. A higher ceiling for people who need more comes later.

Plans beyond the current phase are not commitments — order and scope can change. BorderFolio provides informational analysis only, not financial, investment, or tax advice. Something missing? Tell me about it.

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