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