Roadmap

Last updated September 2026

Travis Valuation is under active development. This page is a rough, honest snapshot of what's built and what's planned — not a committed timeline. Dates aren't promised, and priorities can shift.

Live now

  • Full valuation report: Graham's five core methods, plus Lynch PEG, Buffett Owner Earnings, a simplified Damodaran DCF, reverse DCF, Acquirer's Multiple, ROIC/ROCE/CROIC, and a Warning Signs panel
  • Screener across US and Canadian stocks, with Piotroski F-Score, Altman Z-Score, Beneish M-Score, and Greenblatt's Magic Formula
  • A dividend discount model, justified price-to-book for banks and insurers, and price to NAV and FFO for the Canadian REITs the app tracks
  • Insider trades from SEC filings, politicians' disclosed trades, and an unusual-volume scanner
  • The free weekly letter, with every sent issue kept on the letter page
  • Paper trading on your own or as a class, three free classroom programs, and the 13-lesson Valuation Masterclass
  • Client tools: multi-client portfolios, a printable client report, model portfolios and tax-scenario tools
  • Markets tab: broad market pulse and a North American rates dashboard
  • Personal Watchlist with alerts set on each stock: price levels, margin of safety, 52-week extremes, big moves and verdict changes (by email or browser push notification)
  • Portfolio tracker: multiple accounts, shares and cost basis, market value and gain/loss, valued with the same methods as the rest of the app
  • Canadian TSX/TSXV support, a CAD/USD toggle, and a registered-account (TFSA/RRSP/FHSA/RESP) tax comparison table
  • Free account sign-in for anything personal (watchlist, alerts, portfolio) — no cost to create one
  • My Dashboard, for arranging the metrics and lenses you actually use
  • A quality snapshot: one at-a-glance score pulling together the individual models already in the app
  • CSV export for the Screener, Watchlist and Portfolio tables
  • A TFSA, RRSP and FHSA contribution-room tracker
  • Everything above is free — no paid tier, no ticker restrictions

In progress / coming next

  • An onboarding quiz to tailor the app to your experience level

Have a suggestion?

This app is shaped by real feedback from people who use it. If there's a method, feature, or fix you'd want to see, that's genuinely useful to know about. Send it through the Support page.