Roadmap

Last updated July 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 the Dow 30 + today's other passing stocks free, or Pro's full ~7,100-ticker US and Canadian universe, with Piotroski F-Score, Altman Z-Score, Beneish M-Score, and Greenblatt's Magic Formula
  • Markets tab: broad market pulse and a North American rates dashboard
  • Personal Watchlist with margin-of-safety price alerts (browser push notifications)
  • 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

In progress / coming next

  • An onboarding quiz to tailor the app to your experience level
  • A customizable dashboard for arranging the metrics and lenses you actually use
  • A composite, at-a-glance quality score pulling together the individual models already in the app
  • CSV/Excel export for the Screener, Watchlist, and Portfolio tables
  • A TFSA/RRSP/FHSA contribution-room tracker
  • Paid tiers for people who want more — the free tier will stay genuinely useful on its own, not a crippled trial

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.