Product Roadmap

Our vision for OpenCase: comprehensive portfolio analytics with support for all asset classes, multiple brokers, and consolidated family account management.

Completed
In Progress
Planned
Future
Advanced

Real-time P&L

Live profit & loss tracking with EOD, MTD, QTD, and YTD views across all positions.

Multi-Asset Support

Equity, ETF, Futures, Options, Commodities, Bonds, and Currency - all in one place.

Family Accounts

Consolidated view across multiple brokers and family member accounts.

Phase 1

Core Platform

Completed

Foundation for portfolio management with multi-broker support

User Authentication & Profiles

Zerodha Kite Connect Integration

Angel One Smart API Integration

Custom Basket Creation (up to 100 stocks)

One-Click Basket Investment

Holdings Sync from Brokers

Basic P&L Tracking

Pre-built Portfolio Templates

Portfolio Rebalancing

SIP Automation

Price & Rebalance Alerts

Master Instruments Database

Phase 2

Advanced Analytics & Multi-Asset

In Progress

Comprehensive P&L tracking across all asset classes and time periods

Real-time P&L Dashboard

End of Day (EOD) P&L Reports

MTD/QTD/YTD P&L Analytics

Multi-Asset Class Support

  • Equity & ETF (Cash)
  • Futures (FUT)
  • Options (CE/PE)
  • Commodities (MCX)
  • Bonds & Debt
  • Currency (CDS)

Performance Metrics Dashboard

  • CAGR & Absolute Returns
  • Sharpe Ratio
  • Max Drawdown
  • Win Rate & Avg P&L
  • Risk-Adjusted Returns

Advanced Filtering & Aggregation

  • Filter by Asset Class
  • Filter by Product Type
  • Filter by Date Range
  • Group by Sector/Theme
  • Custom Tags & Labels
Phase 3

Multi-Account & Family Portfolio

Planned

Consolidated view across multiple brokers and family accounts

Multi-Broker Consolidated View

  • Aggregate holdings from all brokers
  • Unified P&L across brokers
  • Cross-broker performance comparison

Family Account Management

  • Add family member accounts
  • Individual & combined P&L
  • Family portfolio overview
  • Permission-based access

Account-Level Analytics

  • Per-account performance
  • Account comparison charts
  • Capital allocation view

Consolidated Dashboard

  • Total AUM across all accounts
  • Asset allocation breakdown
  • Sector-wise exposure
  • Risk metrics aggregation
Phase 4

Enhanced Features

Future

Advanced tools and integrations

More Broker Integrations

  • Dhan
  • Fyers
  • Aliceblue
  • Groww
  • Upstox

Historical Performance Charts

Benchmark Comparison Visualization

Dividend Tracking & Income Reports

Corporate Actions Handling

Tax Reports (LTCG/STCG)

Export to PDF/Excel

Email & SMS Notifications

Mobile App (iOS/Android)

API for Third-Party Integrations

Phase 5

Advanced Platform Features

Future

Professional-grade features for serious investors

Backtesting Engine

  • Historical performance simulation
  • Custom date range analysis
  • What-if scenarios

Advanced Risk Metrics

  • Beta calculation
  • Volatility tracking
  • Sharpe & Sortino ratios
  • Max drawdown analysis

Basket Discovery Marketplace

  • Browse public baskets
  • Filter by theme/returns/risk
  • Popularity rankings
  • Creator profiles

Watchlist & Tracking

  • Track baskets without investing
  • Price movement alerts
  • Rebalance notifications

Sector & Market Cap Analysis

  • Sector allocation pie charts
  • Market cap distribution
  • Overlap detection between baskets

Creator/Publisher Platform

  • Publish baskets publicly
  • Creator analytics dashboard
  • Follower management

Subscription & Premium Baskets

  • Paid basket subscriptions
  • Revenue sharing for creators
  • Tiered access levels

Goal-based Investing

  • Set financial goals
  • Track progress
  • Recommended investment amounts

Tax-Loss Harvesting

  • Identify loss-making positions
  • Tax optimization suggestions
  • Wash sale tracking

Version History & Changelog

  • Track basket changes over time
  • Rebalance history
  • Compare versions

Social Features

  • Share portfolio performance
  • Community discussions
  • Follow top investors

Coming Soon: Advanced Analytics

P&L Time Period Views

Real-time P&L

Live unrealized gains/losses updated with market prices

End of Day (EOD)

Daily settled P&L with closing prices

Month-to-Date (MTD)

Performance since start of current month

Quarter-to-Date (QTD)

Performance since start of current quarter

Year-to-Date (YTD)

Performance since January 1st

Custom Date Range

Analyze any historical period

Performance Metrics

CAGR

Compound Annual Growth Rate

Absolute Returns

Total percentage gain/loss

Sharpe Ratio

Risk-adjusted returns measurement

Max Drawdown

Largest peak-to-trough decline

Win Rate

Percentage of profitable trades

Average P&L per Trade

Mean profit/loss per transaction

Multi-Asset Class Support

Equity
Stocks & ETFs
Futures
F&O Segment
Options
CE & PE
Commodities
MCX
Bonds
Debt & G-Sec
Currency
CDS

Family Portfolio Management

Get a consolidated view of your entire family investments across multiple broker accounts. Track individual and combined performance with ease.

  • Add unlimited family member accounts
  • View individual account performance
  • Consolidated family P&L dashboard
  • Cross-broker holdings aggregation
  • Permission-based access control
  • Family-wide asset allocation view
Preview
J
John (Self)
+12.4%
S
Spouse
+8.2%
P
Parent
+5.7%
Family Total+9.8% YTD

Want to contribute to the roadmap? Open an issue on GitHub or join the community discussion.