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.