Backlog
4Under consideration
Add a PDF tax statement
It would be great if Revest could provide a downloadable PDF statement for tax declaration purposes, similar to what other platforms offer. The document should summarize the relevant annual account information in a clear format that can be used when preparing a tax declaration. Ideally, users should be able to select the relevant year and download the PDF directly from the Account statements section.
Sorting options under my claims
Users should be able to sort investments—for instance, by clicking on the remaining duration to sort the loans
Uninvested balance
Display the uninvested balance right at the start in the app.
Mark claims with cashback
Now that you introduced cashback deduction for claims sold on the secondary market, it would be great to instantly recognize these in “My claims” section, so that if I need to sell some of my claims I do not accidentally sell the ones eligible for cashback and lose part of it.
Next up
1Committed and queued
In Progress
Actively being built
No In Progress issues
Done
9Recently shipped
Secondary market for loan claims
Introduce a secondary market where users can list eligible loan claims for sale and purchase claims listed by others. This would provide greater flexibility for users who may want to exit a position before maturity.
Monthly interest payments for longer-term loans
For loans with a term longer than one month, pay accrued interest monthly while repaying the principal at maturity. This would provide investors with more regular returns and better visibility into portfolio cash flow.
Decimal portfolio size
Allow users to set Portfolio Size with decimal values, not only whole numbers. Users should be able to enter an exact amount such as €63.27, allowing them to reinvest a specific amount while keeping the remaining balance available.
Rename export file
The file name statement_trn_xxxx_27072026_31082026 does not include your company name. When combined with exports from other P2P platforms, it is therefore not possible to distinguish whether this statement is from Revest or another platform. Proposed file name: revest_statement_trn_xxxx_27072026_31082026
Email Notification Preferences
Allow users to manage email notifications from their profile, including disabling claim and portfolio-related emails while keeping cashback, promotional, and product update emails enabled.
Add the missing filter options at the Transactions Tab
At “Transactions” there is a filter option with a drop-down menu. However only “all” can be selected - others are missing. Please add the functionality to filter for Cashback bonuses, deposits, withdrawals and so on….
Partial reinvestment of repayments
Allow users to reinvest only part of the funds received from repaid claims. Users should be able to select either a percentage or fixed amount to reinvest, while the remaining funds are transferred to their available balance.
Add the Generate Statement Module to the transactions tab
When downloading the monthly statements for portfolio tracker like P2PDash we need the transactions included. In the “Transactions” tab a module to download a transaction statement is not available. It can be found at the “Account statement” and here you can select “statement with transactions”. It would be handy if you add the same element to the “Transactions” tab too.
Weekly portfolio update emails
Send users an optional weekly email summarising portfolio activity, including new allocations, repayments, interest received and available balance. This would make it easier to follow portfolio activity without logging in regularly.