Skip to content

Roadmap

Building toward a 2027 launch

An honest view of where Finance Agent is today. Dates beyond launch targets aren't promised.

  1. Core platform architecture

    Complete

    Cloud infrastructure, orchestration, data storage, monitoring, and deployment automation.

  2. Human approval workflows

    Complete

    Approve, deny, or explain every proposed trade, with expiring, verified approval requests.

  3. AI research engine

    In internal use

    Structured research from filings, insider activity, earnings, and market signals. Signal quality is still being validated.

  4. Brokerage integrations

    Private development

    Charles Schwab and E*TRADE integrations operating in private development.

  5. We are here

  6. Private beta

    Planned

    A limited group of early-access users. Requires multi-user account support, which is not yet built.

  7. Public launch

    Targeting 2027

    General availability of Helmvora.

Last updated October 2026.

Be Among the First to Experience Helmvora

Join the waitlist and we'll email you when Helmvora launches.

Join the Waitlist