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	137	May 6, 2024
Tracking cash balances / Double-entry bookkeeping Released early-access	31	695	June 24, 2025
Real, Inflation discounted returns Later math	4	143	October 9, 2025
Interest-based assets Released math , fixed-income , early-access	21	525	August 6, 2025
Portfolio rebalancing tool Later strategies	1	228	December 2, 2024
Two factor authentication Later security	2	174	December 5, 2024
Support for Liabilities Released math , liabilities	0	186	May 9, 2024
Static portfolio strategies Later strategies	0	172	May 9, 2024
Support for tracking Stock Options Released math , options	68	680	November 20, 2025
Underlying asset allocation Next taxonomies	8	241	February 2, 2025
Allow multiple users to securely access the project Later security , users	0	181	May 9, 2024
Future value / retirement forecast / FIRE calculator Later	0	108	June 28, 2024
Safety & Risk metrics Next reports , charts , math	0	135	May 9, 2024
Passkeys authentication Later security	2	133	January 6, 2026
Recurring transactions Later transactions , backtesting , forecasting	4	132	September 1, 2025
Editable Dashboards Later	1	96	December 19, 2024
Support for tracking Private Equity Now math , private-equity	8	191	March 3, 2026
Automatic imports Later imports	0	90	November 30, 2024
External price data sources Next	0	196	May 9, 2024
Number and dates formatting settings Released	4	173	June 26, 2025
Improved Dividends support Released dividends , fixed-income , forecasting , early-access	12	421	August 7, 2024
Alpha & Beta calculations Proposals	0	29	December 1, 2025
Monthly calendar view Later	4	68	October 29, 2025
AI Assistant - Chat with your portfolio Later	2	93	July 12, 2025
Dark interface colors option Released early-access	3	136	April 14, 2025
Position ownership taxonomy Later taxonomies	14	202	January 15, 2025
Portfolio export Later	12	193	March 5, 2026
News feeds relating to assets Later	0	72	July 3, 2024
Add simple trend line to charts Later charts	0	44	April 26, 2025
Option to mask amounts for screen sharing Released tables , charts	1	73	December 20, 2024