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	133	May 6, 2024
Tracking cash balances / Double-entry bookkeeping Released early-access	31	682	June 24, 2025
Interest-based assets Released math , fixed-income , early-access	21	518	August 6, 2025
Real, Inflation discounted returns Later math	4	135	October 9, 2025
Portfolio rebalancing tool Later strategies	1	210	December 2, 2024
Two factor authentication Later security	2	167	December 5, 2024
Support for Liabilities Released math , liabilities	0	184	May 9, 2024
Support for tracking Stock Options Released math , options	68	629	November 20, 2025
Underlying asset allocation Next taxonomies	8	214	February 2, 2025
Static portfolio strategies Later strategies	0	163	May 9, 2024
Future value / retirement forecast / FIRE calculator Later	0	104	June 28, 2024
Allow multiple users to securely access the project Later security , users	0	156	May 9, 2024
Passkeys authentication Later security	2	125	January 6, 2026
Recurring transactions Later transactions , backtesting , forecasting	4	124	September 1, 2025
Support for tracking Private Equity Now math , private-equity	7	164	November 3, 2025
Automatic imports Later imports	0	88	November 30, 2024
Editable Dashboards Later	1	90	December 19, 2024
Safety & Risk metrics Next reports , charts , math	0	106	May 9, 2024
Number and dates formatting settings Released	4	172	June 26, 2025
Improved Dividends support Released dividends , fixed-income , forecasting , early-access	12	417	August 7, 2024
Monthly calendar view Later	4	57	October 29, 2025
External price data sources Next	0	179	May 9, 2024
AI Assistant - Chat with your portfolio Later	2	87	July 12, 2025
Dark interface colors option Released early-access	3	136	April 14, 2025
Position ownership taxonomy Later taxonomies	14	200	January 15, 2025
Alpha & Beta calculations Proposals	0	23	December 1, 2025
News feeds relating to assets Later	0	61	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	72	December 20, 2024
Compare months over years on a chart Later charts	0	47	August 22, 2024