Roadmap

Next Features planned to be worked-on within 1-3 months. Now We’re working on it as we speak! Expect it really soon! Proposals Features proposed by you, the community (and us). 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	102	May 6, 2024
Tracking cash balances / Double-entry bookkeeping Next	2	243	June 29, 2024
Interest-based assets Next math , fixed-income	3	205	May 10, 2024
Support for Liabilities Next math , liabilities	0	112	May 9, 2024
Static portfolio strategies Later strategies	0	103	May 9, 2024
Two factor authentication Proposals security	2	109	December 5, 2024
Portfolio rebalancing tool Later strategies	1	128	December 2, 2024
Improved Dividends support Released dividends , fixed-income , forecasting , early-access	12	357	August 7, 2024
Future value / retirement forecast / FIRE calculator Later	0	51	June 28, 2024
Support for tracking options Later math , options	5	196	May 20, 2024
Underlying asset allocation Later taxonomies	7	75	November 28, 2024
Number and dates formatting settings Next	3	110	November 23, 2024
External price data sources Later	0	100	May 9, 2024
Allow multiple users to securely access the project Later security , users	0	91	May 9, 2024
Add position ownership taxonomy Later taxonomies	14	62	January 15, 2025
Option to mask amounts for screen sharing Released tables , charts	1	49	December 20, 2024
Compare months over years on a chart Later charts	0	34	August 22, 2024
News feeds relating to assets Proposals	0	16	July 3, 2024
Support for tracking Private Equity Later math , private-equity	0	33	July 2, 2024
Real, Inflation discounted returns Later math	0	64	May 31, 2024
Dark interface colors option Later	0	81	May 10, 2024
Recurring transactions Later transactions , backtesting , forecasting	0	78	May 9, 2024
Editable Dashboards Proposals	1	34	December 19, 2024
Portfolio export Later	8	109	November 30, 2024
Automatic imports Proposals imports	0	29	November 30, 2024
Original currency displayed everywhere Proposals	4	33	October 12, 2024
Position active/inactive filter Proposals	4	14	October 12, 2024
Show original currencies in portfolio/positions Proposals	1	23	July 8, 2024
Arbitrary goals tracking Later	0	71	May 10, 2024
Passkeys authentication Later security	0	79	May 9, 2024