Roadmap

Now We’re working on it as we speak! Expect it really soon! Next Features planned to be worked-on within 1-3 months. 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	132	May 6, 2024
Tracking cash balances / Double-entry bookkeeping Released early-access	31	630	June 24, 2025
Interest-based assets Released math , fixed-income , early-access	21	493	August 6, 2025
Real, Inflation discounted returns Later math	4	120	October 9, 2025
Two factor authentication Later security	2	156	December 5, 2024
Portfolio rebalancing tool Later strategies	1	191	December 2, 2024
Support for Liabilities Released math , liabilities	0	179	May 9, 2024
Support for tracking Stock Options Released math , options	68	586	November 20, 2025
Underlying asset allocation Next taxonomies	8	198	February 2, 2025
Static portfolio strategies Later strategies	0	152	May 9, 2024
Future value / retirement forecast / FIRE calculator Later	0	86	June 28, 2024
Allow multiple users to securely access the project Later security , users	0	148	May 9, 2024
Passkeys authentication Later security	0	105	May 9, 2024
Support for tracking Private Equity Next math , private-equity	7	138	November 3, 2025
Recurring transactions Later transactions , backtesting , forecasting	4	102	September 1, 2025
Editable Dashboards Later	1	74	December 19, 2024
Safety & Risk metrics Later reports , charts , math	0	96	May 9, 2024
Automatic imports Later imports	0	77	November 30, 2024
Number and dates formatting settings Released	4	161	June 26, 2025
Improved Dividends support Released dividends , fixed-income , forecasting , early-access	12	406	August 7, 2024
External price data sources Next	0	165	May 9, 2024
AI Assistant - Chat with your portfolio Later	2	83	July 12, 2025
Dark interface colors option Released early-access	3	128	April 14, 2025
Position ownership taxonomy Later taxonomies	14	170	January 15, 2025
Alpha & Beta calculations Proposals	0	16	December 1, 2025
Monthly calendar view Later	4	47	October 29, 2025
News feeds relating to assets Later	0	59	July 3, 2024
Add simple trend line to charts Later charts	0	41	April 26, 2025
Option to mask amounts for screen sharing Released tables , charts	1	68	December 20, 2024
Compare months over years on a chart Later charts	0	43	August 22, 2024