Roadmap

Now We’re working on it as we speak! Expect it really soon! Proposals Features proposed by you, the community (and us). Next Features planned to be worked-on within 1-3 months. 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	125	May 6, 2024
Tracking cash balances / Double-entry bookkeeping Released early-access	31	613	June 24, 2025
Interest-based assets Released math , fixed-income , early-access	21	465	August 6, 2025
Real, Inflation discounted returns Later math	4	113	October 9, 2025
Portfolio rebalancing tool Later strategies	1	181	December 2, 2024
Support for Liabilities Released math , liabilities	0	175	May 9, 2024
Two factor authentication Later security	2	146	December 5, 2024
Support for tracking Stock Options Now math , options	47	511	November 6, 2025
Underlying asset allocation Next taxonomies	8	184	February 2, 2025
Static portfolio strategies Later strategies	0	139	May 9, 2024
Future value / retirement forecast / FIRE calculator Later	0	80	June 28, 2024
Passkeys authentication Later security	0	101	May 9, 2024
Support for tracking Private Equity Next math , private-equity	7	126	November 3, 2025
Recurring transactions Later transactions , backtesting , forecasting	4	96	September 1, 2025
Allow multiple users to securely access the project Later security , users	0	126	May 9, 2024
Automatic imports Later imports	0	73	November 30, 2024
Number and dates formatting settings Released	4	154	June 26, 2025
Editable Dashboards Later	1	62	December 19, 2024
Improved Dividends support Released dividends , fixed-income , forecasting , early-access	12	392	August 7, 2024
Safety & Risk metrics Later reports , charts , math	0	84	May 9, 2024
External price data sources Next	0	148	May 9, 2024
AI Assistant - Chat with your portfolio Later	2	76	July 12, 2025
Dark interface colors option Released early-access	3	127	April 14, 2025
Position ownership taxonomy Later taxonomies	14	152	January 15, 2025
Monthly calendar view Proposals	4	30	October 29, 2025
News feeds relating to assets Later	0	47	July 3, 2024
Add simple trend line to charts Later charts	0	37	April 26, 2025
Option to mask amounts for screen sharing Released tables , charts	1	60	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	63	June 3, 2024