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