|
About the Roadmap category
|
|
0
|
125
|
May 6, 2024
|
|
Tracking cash balances / Double-entry bookkeeping
|
|
31
|
613
|
June 24, 2025
|
|
Interest-based assets
|
|
21
|
465
|
August 6, 2025
|
|
Real, Inflation discounted returns
|
|
4
|
113
|
October 9, 2025
|
|
Portfolio rebalancing tool
|
|
1
|
181
|
December 2, 2024
|
|
Support for Liabilities
|
|
0
|
175
|
May 9, 2024
|
|
Two factor authentication
|
|
2
|
146
|
December 5, 2024
|
|
Support for tracking Stock Options
|
|
47
|
511
|
November 6, 2025
|
|
Underlying asset allocation
|
|
8
|
184
|
February 2, 2025
|
|
Static portfolio strategies
|
|
0
|
139
|
May 9, 2024
|
|
Future value / retirement forecast / FIRE calculator
|
|
0
|
80
|
June 28, 2024
|
|
Passkeys authentication
|
|
0
|
101
|
May 9, 2024
|
|
Support for tracking Private Equity
|
|
7
|
126
|
November 3, 2025
|
|
Recurring transactions
|
|
4
|
96
|
September 1, 2025
|
|
Allow multiple users to securely access the project
|
|
0
|
126
|
May 9, 2024
|
|
Automatic imports
|
|
0
|
73
|
November 30, 2024
|
|
Number and dates formatting settings
|
|
4
|
154
|
June 26, 2025
|
|
Editable Dashboards
|
|
1
|
62
|
December 19, 2024
|
|
Improved Dividends support
|
|
12
|
392
|
August 7, 2024
|
|
Safety & Risk metrics
|
|
0
|
84
|
May 9, 2024
|
|
External price data sources
|
|
0
|
148
|
May 9, 2024
|
|
AI Assistant - Chat with your portfolio
|
|
2
|
76
|
July 12, 2025
|
|
Dark interface colors option
|
|
3
|
127
|
April 14, 2025
|
|
Position ownership taxonomy
|
|
14
|
152
|
January 15, 2025
|
|
Monthly calendar view
|
|
4
|
30
|
October 29, 2025
|
|
News feeds relating to assets
|
|
0
|
47
|
July 3, 2024
|
|
Add simple trend line to charts
|
|
0
|
37
|
April 26, 2025
|
|
Option to mask amounts for screen sharing
|
|
1
|
60
|
December 20, 2024
|
|
Compare months over years on a chart
|
|
0
|
40
|
August 22, 2024
|
|
Send price alerts whenever asset's price crosses a certain threshold
|
|
0
|
63
|
June 3, 2024
|