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Roadmap

What is coming next to GlassFolio. Horizons are indicative and may change as the project evolves.

  1. In progressQ4 2026

    New asset classes

    Precious metals, private equity and collectibles, each valued automatically when a market price exists or manually on your own schedule.

  2. PlannedQ4 2026

    Manual transaction entry

    Record a purchase, a sale or a dividend directly in the app, alongside CSV import.

  3. PlannedQ4 2026

    AI-assisted import

    Let the assistant read an unfamiliar CSV export and propose the column mapping for you to confirm.

  4. PlannedQ1 2027

    Loans and liabilities

    Track mortgages and consumer loans to see your net worth after debts.

  5. ExploringQ1 2027

    Long-term wealth projection

    Simulate portfolio trajectories and retirement milestones across multi-year scenarios with customizable contribution rates and compound returns.

  6. ExploringQ1 2027

    Direct broker connections

    Refresh positions straight from supported brokers and exchanges, without exporting files.

  7. ExploringLater

    New tax jurisdictions

    Extend the modular tax engine beyond France, starting with the countries most requested by users.

Already shipped features are listed in the changelog. See what's new

E2EE Architecture

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GlassFolio

Institutional-grade multi-asset wealth tracker and French fiscal copilot built with React 19, WebCrypto AES-256-GCM, and Model Context Protocol.

Deployment: Cloud

AMF / DGFiP Notice: GlassFolio is a source-available informational software showcase. Simulations and analytics are provided for educational purposes only and never constitute personalized investment, legal, or fiscal advice.

Nominative Trademark Use: All third-party bank, broker, exchange, and trademark names mentioned throughout GlassFolio (including BoursoBank, Trade Republic, Binance, Kraken, Bitget, and Coinbase) remain the exclusive property of their respective trademark holders. They are referenced strictly for descriptive interoperability purposes (Art. L.713-6 CPI / EU Trademark Regulation Art. 14).

© 2026 GlassFolio — Source-Available E2EE FinTech Architecture.