Roadmap

Next Features planned to be worked-on within 1-3 months. Proposals Features proposed by you, the community (and us). 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	161	May 6, 2024
Tracking cash balances / Double-entry bookkeeping Released early-access	31	867	June 24, 2025
Real, Inflation discounted returns Released math	7	197	April 20, 2026
Interest-based assets Released math , fixed-income , early-access	21	593	August 6, 2025
Portfolio rebalancing tool Later strategies	1	297	December 2, 2024
Two factor authentication Later security	2	223	December 5, 2024
Static portfolio strategies Later strategies	0	216	May 9, 2024
Support for Liabilities Released math , liabilities	0	207	May 9, 2024
Allow multiple users to securely access the project Later security , users	0	265	May 9, 2024
Underlying asset allocation Now taxonomies	9	354	April 22, 2026
Support for tracking Stock Options Released math , options	68	847	November 20, 2025
Safety & Risk metrics Next reports , charts , math	0	193	May 9, 2024
Future value / retirement forecast / FIRE calculator Later	0	146	June 28, 2024
Recurring transactions Later transactions , backtesting , forecasting	7	227	July 6, 2026
Passkeys authentication Later security	2	192	January 6, 2026
Editable Dashboards Later	1	130	December 19, 2024
Support for tracking Private Equity Released math , private-equity	10	261	March 19, 2026
Monthly calendar view Later	4	137	October 29, 2025
Automatic imports Later imports	0	123	November 30, 2024
External price data sources Next	0	243	May 9, 2024
AI Assistant - Chat with your portfolio Next	2	174	July 12, 2025
Number and dates formatting settings Released	4	207	June 26, 2025
Improved Dividends support Released dividends , fixed-income , forecasting , early-access	12	494	August 7, 2024
Arbitrary goals tracking Later	0	147	May 10, 2024
Alpha & Beta calculations Later	0	67	December 1, 2025
Dark interface colors option Released early-access	3	159	April 14, 2025
Position ownership taxonomy Later taxonomies	14	249	January 15, 2025
Portfolio export Later	12	268	March 5, 2026
News feeds relating to assets Later	0	99	July 3, 2024
Add simple trend line to charts Later charts	0	67	April 26, 2025