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	113	May 6, 2024
Tracking cash balances / Double-entry bookkeeping Now	6	366	April 29, 2025
Interest-based assets Next math , fixed-income	3	254	May 10, 2024
Support for Liabilities Next math , liabilities	0	144	May 9, 2024
Support for tracking options Later math , options	11	269	February 17, 2025
Static portfolio strategies Later strategies	0	120	May 9, 2024
Support for tracking Private Equity Later math , private-equity	2	55	April 28, 2025
Underlying asset allocation Later taxonomies	8	120	February 2, 2025
Two factor authentication Later security	2	123	December 5, 2024
Portfolio rebalancing tool Later strategies	1	153	December 2, 2024
Future value / retirement forecast / FIRE calculator Later	0	65	June 28, 2024
Real, Inflation discounted returns Later math	0	80	May 31, 2024
Number and dates formatting settings Next	3	130	November 23, 2024
Improved Dividends support Released dividends , fixed-income , forecasting , early-access	12	370	August 7, 2024
Dark interface colors option Released early-access	3	116	April 14, 2025
External price data sources Later	0	110	May 9, 2024
Allow multiple users to securely access the project Later security , users	0	97	May 9, 2024
Passkeys authentication Later security	0	84	May 9, 2024
Add position ownership taxonomy Later taxonomies	14	90	January 15, 2025
Option to mask amounts for screen sharing Released tables , charts	1	53	December 20, 2024
Editable Dashboards Proposals	1	44	December 19, 2024
Automatic imports Proposals imports	0	40	November 30, 2024
Compare months over years on a chart Later charts	0	38	August 22, 2024
News feeds relating to assets Proposals	0	17	July 3, 2024
Recurring transactions Later transactions , backtesting , forecasting	0	83	May 9, 2024
Safety & Risk metrics Later reports , charts , math	0	77	May 9, 2024
Add simple trend line to charts Proposals charts	0	11	April 26, 2025
Chart date annotations Proposals charts	0	50	June 8, 2024
Portfolio export Later	8	126	November 30, 2024
Original currency displayed everywhere Proposals	4	39	October 12, 2024