Roadmap

Proposals Features proposed by you, the community (and us). Next Features planned to be worked-on within 1-3 months. Now We’re working on it as we speak! Expect it really soon! 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	163	May 6, 2024
Tracking cash balances / Double-entry bookkeeping Released early-access	31	920	June 24, 2025
Real, Inflation discounted returns Released math	7	206	April 20, 2026
Interest-based assets Released math , fixed-income , early-access	21	600	August 6, 2025
Portfolio rebalancing tool Later strategies	1	310	December 2, 2024
Two factor authentication Later security	2	228	December 5, 2024
Static portfolio strategies Later strategies	0	220	May 9, 2024
Support for Liabilities Released math , liabilities	0	210	May 9, 2024
Allow multiple users to securely access the project Later security , users	0	271	May 9, 2024
Underlying asset allocation Now taxonomies	9	367	April 22, 2026
Support for tracking Stock Options Released math , options	68	864	November 20, 2025
Safety & Risk metrics Next reports , charts , math	0	197	May 9, 2024
Future value / retirement forecast / FIRE calculator Later	0	149	June 28, 2024
Recurring transactions Later transactions , backtesting , forecasting	7	239	July 6, 2026
Passkeys authentication Later security	2	199	January 6, 2026
Editable Dashboards Later	1	134	December 19, 2024
Support for tracking Private Equity Released math , private-equity	10	269	March 19, 2026
Monthly calendar view Later	4	146	October 29, 2025
Automatic imports Later imports	0	128	November 30, 2024
External price data sources Next	0	249	May 9, 2024
AI Assistant - Chat with your portfolio Next	2	181	July 12, 2025
Number and dates formatting settings Released	4	213	June 26, 2025
Improved Dividends support Released dividends , fixed-income , forecasting , early-access	12	508	August 7, 2024
Arbitrary goals tracking Later	0	151	May 10, 2024
Alpha & Beta calculations Later	0	69	December 1, 2025
Dark interface colors option Released early-access	3	160	April 14, 2025
Position ownership taxonomy Later taxonomies	14	265	January 15, 2025
Portfolio export Later	12	286	March 5, 2026
News feeds relating to assets Later	0	101	July 3, 2024
Add simple trend line to charts Later charts	0	68	April 26, 2025