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! 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	179	May 6, 2024
Tracking cash balances / Double-entry bookkeeping Released early-access	31	1140	June 24, 2025
Real, Inflation discounted returns Released math	7	270	April 20, 2026
Interest-based assets Released math , fixed-income , early-access	21	663	August 6, 2025
Portfolio rebalancing tool Later strategies	1	339	December 2, 2024
Two factor authentication Later security	2	255	December 5, 2024
Static portfolio strategies Later strategies	0	231	May 9, 2024
Support for Liabilities Released math , liabilities	0	224	May 9, 2024
Allow multiple users to securely access the project Later security , users	0	292	May 9, 2024
Underlying asset allocation Now taxonomies	9	449	April 22, 2026
Support for tracking Stock Options Released math , options	68	1295	November 20, 2025
Safety & Risk metrics Next reports , charts , math	0	221	May 9, 2024
Future value / retirement forecast / FIRE calculator Later	0	154	June 28, 2024
Recurring transactions Later transactions , backtesting , forecasting	7	310	July 6, 2026
Passkeys authentication Later security	2	235	January 6, 2026
Editable Dashboards Later	1	154	December 19, 2024
Support for tracking Private Equity Released math , private-equity	10	345	March 19, 2026
Monthly calendar view Later	4	203	October 29, 2025
Automatic imports Later imports	0	147	November 30, 2024
External price data sources Next	0	263	May 9, 2024
AI Assistant - Chat with your portfolio Next	2	212	July 12, 2025
Number and dates formatting settings Released	4	253	June 26, 2025
Improved Dividends support Released dividends , fixed-income , forecasting , early-access	12	599	August 7, 2024
Arbitrary goals tracking Later	0	169	May 10, 2024
Alpha & Beta calculations Later	0	88	December 1, 2025
Dark interface colors option Released early-access	3	182	April 14, 2025
Position ownership taxonomy Later taxonomies	14	373	January 15, 2025
Portfolio export Later	12	353	March 5, 2026
News feeds relating to assets Later	0	113	July 3, 2024
Add simple trend line to charts Later charts	0	79	April 26, 2025