Roadmap

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

Topic	Replies	Views	Activity
About the Roadmap category Roadmap	0	192	May 6, 2024
Tracking cash balances / Double-entry bookkeeping Released early-access	31	1281	June 24, 2025
Real, Inflation discounted returns Released math	7	299	April 20, 2026
Interest-based assets Released math , fixed-income , early-access	21	699	August 6, 2025
Portfolio rebalancing tool Later strategies	1	378	December 2, 2024
Two factor authentication Later security	2	277	December 5, 2024
Static portfolio strategies Later strategies	0	249	May 9, 2024
Safety & Risk metrics Released reports , charts , math	2	275	September 30, 2026
Support for Liabilities Released math , liabilities	0	228	May 9, 2024
Allow multiple users to securely access the project Later security , users	0	312	May 9, 2024
Underlying asset allocation Now taxonomies	9	517	April 22, 2026
Support for tracking Stock Options Released math , options	68	1459	November 20, 2025
Editable Dashboards Later	1	170	December 19, 2024
Future value / retirement forecast / FIRE calculator Later	0	188	June 28, 2024
Recurring transactions Later transactions , backtesting , forecasting	7	360	July 6, 2026
Passkeys authentication Later security	2	259	January 6, 2026
Automatic imports Later imports	0	160	November 30, 2024
Support for tracking Private Equity Released math , private-equity	10	372	March 19, 2026
Monthly calendar view Later	4	237	October 29, 2025
AI Assistant - Chat with your portfolio Next	2	255	July 12, 2025
External price data sources Next	0	287	May 9, 2024
Number and dates formatting settings Released	4	276	June 26, 2025
Improved Dividends support Released dividends , fixed-income , forecasting , early-access	12	648	August 7, 2024
Arbitrary goals tracking Later	0	189	May 10, 2024
News feeds relating to assets Later	1	137	October 14, 2026
Alpha & Beta calculations Released	1	115	October 10, 2026
Dark interface colors option Released early-access	3	205	April 14, 2025
Position ownership taxonomy Later taxonomies	14	398	January 15, 2025
Official support for formulas Later formulas	0	158	May 9, 2024
Portfolio export Later	12	400	March 5, 2026