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	162	May 6, 2024
Tracking cash balances / Double-entry bookkeeping Released early-access	31	874	June 24, 2025
Real, Inflation discounted returns Released math	7	203	April 20, 2026
Interest-based assets Released math , fixed-income , early-access	21	597	August 6, 2025
Portfolio rebalancing tool Later strategies	1	304	December 2, 2024
Two factor authentication Later security	2	226	December 5, 2024
Static portfolio strategies Later strategies	0	218	May 9, 2024
Support for Liabilities Released math , liabilities	0	208	May 9, 2024
Allow multiple users to securely access the project Later security , users	0	267	May 9, 2024
Underlying asset allocation Now taxonomies	9	358	April 22, 2026
Support for tracking Stock Options Released math , options	68	854	November 20, 2025
Safety & Risk metrics Next reports , charts , math	0	195	May 9, 2024
Future value / retirement forecast / FIRE calculator Later	0	149	June 28, 2024
Recurring transactions Later transactions , backtesting , forecasting	7	232	July 6, 2026
Passkeys authentication Later security	2	195	January 6, 2026
Editable Dashboards Later	1	130	December 19, 2024
Support for tracking Private Equity Released math , private-equity	10	264	March 19, 2026
Monthly calendar view Later	4	137	October 29, 2025
Automatic imports Later imports	0	126	November 30, 2024
External price data sources Next	0	243	May 9, 2024
AI Assistant - Chat with your portfolio Next	2	177	July 12, 2025
Number and dates formatting settings Released	4	209	June 26, 2025
Improved Dividends support Released dividends , fixed-income , forecasting , early-access	12	501	August 7, 2024
Arbitrary goals tracking Later	0	148	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	251	January 15, 2025
Portfolio export Later	12	278	March 5, 2026
News feeds relating to assets Later	0	100	July 3, 2024
Add simple trend line to charts Later charts	0	67	April 26, 2025