Everything we are imagining after the two live desks.
Our focus today is Finance Desk and Oil Desk: we want them to be the best on the Italian market. Once they are rock-solid, here is what could come next. Nothing promised, all explored.
- Q2 2026 Stop-loss / target alerts for Finance
- Q2 2026 Multi-source market context cron
- Q2 2026 Targeted Reddit marketing campaign
- Q3 2026 Mobile companion (briefing on the go)
- Q3 2026 Marketing module in private beta
- Q4 2026 Sales / Ops / Custom under evaluation
Expansions of the two live desks.
Already in our immediate roadmap, in development or in design. They improve the existing desks without diverting our focus.
Stop-loss and target alerts
Configurable alert system for each position: price triggers (percentage or absolute stop-loss), profit targets, deviations from historical volatility. Email + in-app notifications.
- Per-ticker or per-tag configuration
- Cooldown management to avoid floods
- Alert history with outcome (executed / false)
Market context cron
Unified widget aggregating macro news, calendar events, ECB / Fed / IEA data. Multiple sources ingested into external_data, AI synthesises the relevant context for your desk.
- Configurable sources: ECB, FED, IEA, OPEC
- Scheduled refresh at 7:00 LV
- Filters by asset / region
Mobile briefing on the go
Read-only mobile companion app: your morning briefing on the home screen, with push notifications for significant moves in your portfolio or oil market.
- iOS + Android (PWA or native)
- Read-only, no broker operations
- Touch ID for quick access
Once the two desks are rock-solid.
These are the modules we were prototyping before deciding the focus. Same engine (ingest, snapshot, AI, team), different domains. We will pick them up when the time is right.
Marketing Desk
Daily & weekly on spend, revenue, ROAS, CAC, conversions. AI-written recap for CMO or client.
- Sources: Google Ads / Meta / GA / CRM
- Signed weekly snapshots for clients
Sales Desk
Pipeline, closures, forecast, conversions per segment and channel. Automated briefing for sales leaders.
- Sources: Salesforce / HubSpot / Pipedrive
- AI-assisted forecast vs target
Ops Desk
Morning report for digital products: DAU/MAU, churn, funnel, tickets, incidents. Operational AI briefing.
- Sources: analytics / ticketing / incident
- Automatic alerts on deviations
Finance Controlling
Cash, corporate P&L, variance, financial KPIs for CFOs and controllers. Distinct from the personal Finance Desk.
- Sources: ERP / accounting / Excel
- Daily cash briefing + variance
Custom Desk
Got a specific domain (logistics, non-oil energy, healthcare, agritech)? Tailored configuration of the VortexDesk engine.
- Custom data schema & commentary
- On-prem deployment if needed
Initiatives running in parallel to the product.
Targeted Reddit marketing campaign
Q2 2026. Presence in Italian personal finance subreddits (r/ItaliaPersonalFinance, r/finanza, r/CoddingForFinanceItaly) with technical contributions and Finance Desk demos. No spam, only value.
Weekly newsletter
Q3 2026. Weekly summary of relevant moves on markets and oil, with VortexDesk AI commentary in Italian.
Early adopters program
Live now. Lifetime discount for those joining now with structured feedback. Shape the roadmap with us.
Want to influence the roadmap?
Join now, try Finance Desk and Oil Desk, send us feedback. Early users get absolute priority in shaping what we build next.