Roadmap

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

Topic	Replies	Views	Activity
About the Roadmap category Roadmap	0	134	May 6, 2024
Tracking cash balances / Double-entry bookkeeping Released early-access	31	690	June 24, 2025
Interest-based assets Released math , fixed-income , early-access	21	522	August 6, 2025
Real, Inflation discounted returns Later math	4	140	October 9, 2025
Portfolio rebalancing tool Later strategies	1	218	December 2, 2024
Two factor authentication Later security	2	171	December 5, 2024
Support for Liabilities Released math , liabilities	0	184	May 9, 2024
Support for tracking Stock Options Released math , options	68	648	November 20, 2025
Underlying asset allocation Next taxonomies	8	228	February 2, 2025
Static portfolio strategies Later strategies	0	166	May 9, 2024
Future value / retirement forecast / FIRE calculator Later	0	106	June 28, 2024
Allow multiple users to securely access the project Later security , users	0	161	May 9, 2024
Passkeys authentication Later security	2	129	January 6, 2026
Recurring transactions Later transactions , backtesting , forecasting	4	127	September 1, 2025
Support for tracking Private Equity Now math , private-equity	7	171	November 3, 2025
Automatic imports Later imports	0	89	November 30, 2024
Editable Dashboards Later	1	92	December 19, 2024
Safety & Risk metrics Next reports , charts , math	0	115	May 9, 2024
External price data sources Next	0	190	May 9, 2024
Number and dates formatting settings Released	4	173	June 26, 2025
Improved Dividends support Released dividends , fixed-income , forecasting , early-access	12	420	August 7, 2024
Monthly calendar view Later	4	65	October 29, 2025
AI Assistant - Chat with your portfolio Later	2	88	July 12, 2025
Dark interface colors option Released early-access	3	136	April 14, 2025
Position ownership taxonomy Later taxonomies	14	201	January 15, 2025
Alpha & Beta calculations Proposals	0	26	December 1, 2025
News feeds relating to assets Later	0	61	July 3, 2024
Add simple trend line to charts Later charts	0	44	April 26, 2025
Option to mask amounts for screen sharing Released tables , charts	1	72	December 20, 2024
Compare months over years on a chart Later charts	0	47	August 22, 2024