Roadmap

Next Features planned to be worked-on within 1-3 months. Proposals Features proposed by you, the community (and us). Now We’re working on it as we speak! Expect it really soon! Released Already released! Do you like it? Later Features we plan to implement a bit (or much) later…

Topic	Replies	Views	Activity
About the Roadmap category Roadmap	0	123	May 6, 2024
Tracking cash balances / Double-entry bookkeeping Released early-access	31	602	June 24, 2025
Interest-based assets Released math , fixed-income , early-access	21	446	August 6, 2025
Real, Inflation discounted returns Later math	2	97	August 29, 2025
Support for Liabilities Released math , liabilities	0	174	May 9, 2024
Two factor authentication Later security	2	140	December 5, 2024
Support for tracking options Now math , options	14	391	October 3, 2025
Underlying asset allocation Next taxonomies	8	181	February 2, 2025
Portfolio rebalancing tool Later strategies	1	174	December 2, 2024
Future value / retirement forecast / FIRE calculator Later	0	79	June 28, 2024
Static portfolio strategies Later strategies	0	134	May 9, 2024
Recurring transactions Later transactions , backtesting , forecasting	4	94	September 1, 2025
Support for tracking Private Equity Next math , private-equity	2	97	April 28, 2025
Allow multiple users to securely access the project Later security , users	0	113	May 9, 2024
Passkeys authentication Later security	0	98	May 9, 2024
Number and dates formatting settings Released	4	151	June 26, 2025
Improved Dividends support Released dividends , fixed-income , forecasting , early-access	12	382	August 7, 2024
Safety & Risk metrics Later reports , charts , math	0	83	May 9, 2024
Automatic imports Later imports	0	67	November 30, 2024
External price data sources Next	0	135	May 9, 2024
Dark interface colors option Released early-access	3	127	April 14, 2025
Position ownership taxonomy Later taxonomies	14	137	January 15, 2025
Editable Dashboards Later	1	58	December 19, 2024
News feeds relating to assets Later	0	30	July 3, 2024
Add simple trend line to charts Later charts	0	36	April 26, 2025
AI Assistant - Chat with your portfolio Later	2	70	July 12, 2025
Option to mask amounts for screen sharing Released tables , charts	1	59	December 20, 2024
Compare months over years on a chart Later charts	0	40	August 22, 2024
Send price alerts whenever asset's price crosses a certain threshold Proposals assets , notifications	0	49	June 3, 2024
Arbitrary goals tracking Later	0	85	May 10, 2024