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norviq-feature-planning-2026-05-07

Tech · · 2 min read

Norviq Feature Planning - Final Polish & Launch

Project Context

  • App Name: Norviq
  • Status: Code complete, awaiting App Store review
  • Goal: Polished launch with key differentiators highlighted
  • Target User: Investors who want to track expenses and investments together

Core Features (Already Implemented)

  • Stock planning (DCA, thesis, advanced metrics)
  • Earnings tracking
  • News integration
  • Expense tracking (manual entry)

Differentiator

Expense tracking is the killer feature - simple, personal, integrated with investment dashboard

Priority Features for Final Polish (Before Launch)

P0 - Critical for Launch

  1. Expense Dashboard Integration

    • Unified dashboard showing:
      • Monthly expenses trend
      • Investment portfolio performance
      • Correlation between expenses and investment capacity
    • Visual indicators when expenses exceed budget thresholds

  2. Expense Reporting

    • Monthly expense summary report
    • Category breakdown (food, transport, entertainment, etc.)
    • Comparison vs previous months
    • Export to CSV/PDF

  3. Pro Feature Definition

    • Identify 2-3 premium features for paid tier
    • Example: Advanced metrics, custom reports, multi-currency support
    • Set up in-app purchase infrastructure

P1 - High Value Post-Launch

  1. QR Code Expense Entry (MVP)

    • Scan receipt QR codes to auto-fill expense details
    • Basic OCR for extracting amount/date from receipt images

  2. IBKR Integration

    • Connect to Interactive Brokers for automatic trade/import
    • Sync portfolio positions and transactions

  3. Crypto Tracking

    • Support for major cryptocurrencies (BTC, ETH, SOL)
    • Price tracking and portfolio integration

P2 - Future Enhancements

  1. Bank Feed Integration

    • Plaid or Yodlee integration for automatic transaction import
    • Categorization rules engine

  2. Advanced Analytics

    • Predictive cash flow based on expense trends
    • Investment scenario modeling with expense variables

Technical Considerations

Data Model

User {
  id: UUID
  email: string
  subscription_tier: free | pro | trial
}

Expense {
  id: UUID
  user_id: UUID
  amount: decimal
  category: string (food, transport, entertainment, etc.)
  date: datetime
  description: string
  receipt_image_url: string (optional)
}

StockPosition {
  id: UUID
  user_id: UUID
  symbol: string
  quantity: decimal
  avg_cost: decimal
  current_price: decimal
}

PortfolioSnapshot {
  id: UUID
  user_id: UUID
  date: datetime
  total_value: decimal
  expense_total: decimal
  investment_returns: decimal
}

Architecture

  • Client: SwiftUI iOS app
  • Backend: Vapor (Swift on Server) with PostgreSQL
  • Storage: Local CoreData for offline, sync with server
  • Images: Store receipt images in S3 or similar

UI/UX Priorities

Dashboard (P0)

  • Clean, minimalist design with clear metrics
  • Expense vs Investment dual-axis chart
  • Color coding for budget warnings
  • Quick add expense button from dashboard

Expense Entry (P0)

  • Simple form: amount, category, date, description
  • Recent categories autocomplete
  • Receipt photo attachment
  • Save and add another option

Reports (P1)

  • Monthly summary card
  • Category pie chart
  • Trend line chart (last 6 months)
  • Export button

Marketing Preparation

App Store Assets

  • Screenshots highlighting:
    • Dashboard with expense/investment integration
    • Expense entry simplicity
    • Reports and insights
  • App icon (professional, clean design)
  • App preview video (show key workflows)

Description

  • Lead with the unique value proposition: "Track expenses and investments in one place"
  • Emphasize simplicity and personal use case
  • Mention pro features and trial

Launch Checklist

  • [ ] Final QA on expense tracking
  • [ ] Dashboard integration complete
  • [ ] Reports functionality working
  • [ ] App Store screenshots prepared
  • [ ] App preview video recorded
  • [ ] Description and keywords optimized
  • [ ] In-app purchase setup configured
  • [ ] TestFlight beta testing completed

Success Metrics

  • User activation rate (complete first expense entry)
  • Dashboard usage frequency
  • Conversion to pro tier
  • App Store rating (target 4.5+)

Document created: 2026-05-07 Next: HermiesVault MVP specification