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	181	May 6, 2024
Tracking cash balances / Double-entry bookkeeping Released early-access	31	1214	June 24, 2025
Real, Inflation discounted returns Released math	7	284	April 20, 2026
Interest-based assets Released math , fixed-income , early-access	21	674	August 6, 2025
Portfolio rebalancing tool Later strategies	1	350	December 2, 2024
Two factor authentication Later security	2	261	December 5, 2024
Static portfolio strategies Later strategies	0	237	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	295	May 9, 2024
Safety & Risk metrics Next reports , charts , math	0	230	May 9, 2024
Underlying asset allocation Now taxonomies	9	476	April 22, 2026
Support for tracking Stock Options Released math , options	68	1375	November 20, 2025
Future value / retirement forecast / FIRE calculator Later	0	164	June 28, 2024
Recurring transactions Later transactions , backtesting , forecasting	7	324	July 6, 2026
Passkeys authentication Later security	2	239	January 6, 2026
Editable Dashboards Later	1	159	December 19, 2024
Support for tracking Private Equity Released math , private-equity	10	360	March 19, 2026
Monthly calendar view Later	4	211	October 29, 2025
Automatic imports Later imports	0	154	November 30, 2024
AI Assistant - Chat with your portfolio Next	2	225	July 12, 2025
External price data sources Next	0	272	May 9, 2024
Number and dates formatting settings Released	4	257	June 26, 2025
Improved Dividends support Released dividends , fixed-income , forecasting , early-access	12	623	August 7, 2024
Arbitrary goals tracking Later	0	171	May 10, 2024
Alpha & Beta calculations Later	0	88	December 1, 2025
Dark interface colors option Released early-access	3	184	April 14, 2025
Position ownership taxonomy Later taxonomies	14	381	January 15, 2025
Portfolio export Later	12	369	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