Roadmap

Proposals Features proposed by you, the community (and us). Now We’re working on it as we speak! Expect it really soon! Next Features planned to be worked-on within 1-3 months. 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	116	May 6, 2024
Tracking cash balances / Double-entry bookkeeping Released early-access	31	554	June 24, 2025
Interest-based assets Now math , fixed-income , early-access	15	354	July 29, 2025
Support for Liabilities Released math , liabilities	0	169	May 9, 2024
Support for tracking options Next math , options	12	323	June 24, 2025
Underlying asset allocation Next taxonomies	8	160	February 2, 2025
Two factor authentication Later security	2	127	December 5, 2024
Portfolio rebalancing tool Later strategies	1	167	December 2, 2024
Future value / retirement forecast / FIRE calculator Later	0	76	June 28, 2024
Static portfolio strategies Later strategies	0	131	May 9, 2024
Support for tracking Private Equity Later math , private-equity	2	84	April 28, 2025
Real, Inflation discounted returns Later math	0	83	May 31, 2024
Passkeys authentication Later security	0	91	May 9, 2024
Number and dates formatting settings Released	4	149	June 26, 2025
Improved Dividends support Released dividends , fixed-income , forecasting , early-access	12	374	August 7, 2024
Allow multiple users to securely access the project Later security , users	0	103	May 9, 2024
Dark interface colors option Released early-access	3	124	April 14, 2025
Position ownership taxonomy Later taxonomies	14	117	January 15, 2025
Editable Dashboards Later	1	51	December 19, 2024
Automatic imports Proposals imports	0	45	November 30, 2024
External price data sources Later	0	113	May 9, 2024
Option to mask amounts for screen sharing Released tables , charts	1	56	December 20, 2024
Compare months over years on a chart Later charts	0	39	August 22, 2024
News feeds relating to assets Proposals	0	17	July 3, 2024
Recurring transactions Later transactions , backtesting , forecasting	0	84	May 9, 2024
Safety & Risk metrics Later reports , charts , math	0	78	May 9, 2024
AI Assistant - Chat with your portfolio Later	2	47	July 12, 2025
Add simple trend line to charts Proposals charts	0	23	April 26, 2025
Chart date annotations Proposals charts	0	50	June 8, 2024
Portfolio export Later	8	135	November 30, 2024