# Roadmap **URL:** https://community.mycapitally.com/c/roadmap/6.md [Latest](https://community.mycapitally.com/latest.md) · [Categories](https://community.mycapitally.com/categories.md) · [Tags](https://community.mycapitally.com/tags.md) --- ## [About the Roadmap category](https://community.mycapitally.com/t/about-the-roadmap-category/12)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 0
Want to know what’s coming next? Here, you’ll find our planned features, divided into Roadmap \> Now, Roadmap \> Next and Roadmap \> Later which is hopefully pretty self-explanatory. Take a look at what’s in store for Capi… --- ## [Tracking cash balances / Double-entry bookkeeping](https://community.mycapitally.com/t/tracking-cash-balances-double-entry-bookkeeping/38)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 31\ **Last updated:** [June 24, 2025, 3:45pm UTC](https://community.mycapitally.com/t/tracking-cash-balances-double-entry-bookkeeping/38 "2025-06-24T15:45:28Z")
App should automatically track cash balances for selected accounts. This is known as double-entry bookkeeping. This means that: Whenever you add a transaction where you Buy, Sell, pay fees or taxes, a Transfer transa… --- ## [Real, Inflation discounted returns](https://community.mycapitally.com/t/real-inflation-discounted-returns/106)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 7\ **Last updated:** [April 20, 2026, 8:51am UTC](https://community.mycapitally.com/t/real-inflation-discounted-returns/106 "2026-04-20T08:51:05Z")
Similarly to how benchmarks work, allow to choose an index (e.g. inflation), benchmark, asset or filter to discount the return with. When inflation index is chosen - it gives you the Real Return. If a benchmark is chos… --- ## [Interest-based assets](https://community.mycapitally.com/t/interest-based-assets/39)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 21\ **Last updated:** [August 6, 2025, 6:48pm UTC](https://community.mycapitally.com/t/interest-based-assets/39 "2025-08-06T18:48:21Z")
Full support for interest-based assets like bonds, deposits or loans (once liabilities are supported). You have the option to choose “interest” as the price source for an asset - bonds and deposits would use it be def… --- ## [Portfolio rebalancing tool](https://community.mycapitally.com/t/portfolio-rebalancing-tool/45)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 1\ **Last updated:** [December 2, 2024, 6:17pm UTC](https://community.mycapitally.com/t/portfolio-rebalancing-tool/45 "2024-12-02T18:17:18Z")
Once I have a strategy defined, it would be great to get recommended ways to rebalance portfolio to achieve the planned weights. As there are multiple ways a complex portfolio can be rebalanced, app should give a dynami… --- ## [Two factor authentication](https://community.mycapitally.com/t/two-factor-authentication/46)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 2\ **Last updated:** [December 5, 2024, 12:46pm UTC](https://community.mycapitally.com/t/two-factor-authentication/46 "2024-12-05T12:46:09Z")
Require two-factor authentication in the form of TOTP (Google Authenticator, Authy), email or SMS to be able to login. It does not include Google social sign-in, as it provides 2FA already. --- ## [Static portfolio strategies](https://community.mycapitally.com/t/static-portfolio-strategies/44)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 0\ **Last updated:** [May 9, 2024, 4:09pm UTC](https://community.mycapitally.com/t/static-portfolio-strategies/44 "2024-05-09T16:09:47Z")
Most of us employ one or more strategies in our portfolios, consciously or not. I would like to know the following: Before employing a strategy - how it performed historically. What traits I expect from it and where t… --- ## [Safety & Risk metrics](https://community.mycapitally.com/t/safety-risk-metrics/43)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 1\ **Last updated:** [September 25, 2026, 4:49pm UTC](https://community.mycapitally.com/t/safety-risk-metrics/43 "2026-09-25T16:49:36Z")
Add safety & risk metrics, like maximum drawdown, sortino ratio, variance. Because such metrics mostly don’t make sense when measured in short time-spans, present them on a separate Report instead of Portfolio. It shou… --- ## [Support for Liabilities](https://community.mycapitally.com/t/support-for-liabilities/40)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 0\ **Last updated:** [May 9, 2024, 2:41pm UTC](https://community.mycapitally.com/t/support-for-liabilities/40 "2024-05-09T14:41:29Z")
Add support for different kinds of liabilities, like mortgages, cash credits, etc. Liabilities should be tracked together or separately from the rest of portfolio. Whenever a quantity on the position is negative it be… --- ## [Allow multiple users to securely access the project](https://community.mycapitally.com/t/allow-multiple-users-to-securely-access-the-project/48)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 0\ **Last updated:** [May 9, 2024, 4:32pm UTC](https://community.mycapitally.com/t/allow-multiple-users-to-securely-access-the-project/48 "2024-05-09T16:32:11Z")
Choose between read-only and read-write permissions. Allow to revoke the user’s access and re-encrypt the project. Make the changes history more prominent and show who did the last changes. Notify users about … --- ## [Underlying asset allocation](https://community.mycapitally.com/t/underlying-asset-allocation/113)
**Author:** [@TKK](https://community.mycapitally.com/u/TKK)\ **Replies:** 9\ **Last updated:** [April 22, 2026, 4:24am UTC](https://community.mycapitally.com/t/underlying-asset-allocation/113 "2026-04-22T04:24:56Z")
Explore my holdings and show look through exposure. For example if I own 100 share of Nvidia as well as SPY and QQQ - what’s my Nvidia exposure? --- ## [Support for tracking Stock Options](https://community.mycapitally.com/t/support-for-tracking-stock-options/41)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 68\ **Last updated:** [November 20, 2025, 7:58pm UTC](https://community.mycapitally.com/t/support-for-tracking-stock-options/41 "2025-11-20T19:58:14Z")
Although Capitally is geared toward long-term investors, some of them generate important part of their wealth from options trading. Tracking returns and value of option positions is cumbersome without the built-in suppor… --- ## [Future value / retirement forecast / FIRE calculator](https://community.mycapitally.com/t/future-value-retirement-forecast-fire-calculator/147)
**Author:** [@Stuart\_Davidson](https://community.mycapitally.com/u/Stuart_Davidson)\ **Replies:** 0\ **Last updated:** [June 28, 2024, 6:47am UTC](https://community.mycapitally.com/t/future-value-retirement-forecast-fire-calculator/147 "2024-06-28T06:47:24Z")
The tool should have a separate forecast module where you enter the range of yearly % returns for each asset (MAX & MIN) and the tool runs a Monte Carlo simulation to find a probabilistic future value of your portfolio. … --- ## [Recurring transactions](https://community.mycapitally.com/t/recurring-transactions/52)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 7\ **Last updated:** [July 6, 2026, 7:27am UTC](https://community.mycapitally.com/t/recurring-transactions/52 "2026-07-06T07:27:44Z")
An option to repeat a transaction on a recurring basis, like buying N-amount of stock every month at the market value, or paying a constant fee each quarter, or adding money to the account once a month. For those who do… --- ## [Passkeys authentication](https://community.mycapitally.com/t/passkeys-authentication/47)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 2\ **Last updated:** [January 6, 2026, 4:04pm UTC](https://community.mycapitally.com/t/passkeys-authentication/47 "2026-01-06T16:04:28Z")
Passkeys are starting to get traction as a great replacement for passwords. Capitally relies on passwords to make the data encryption both convenient and secure. There’s a standard’s extension that allows to embed an en… --- ## [Editable Dashboards](https://community.mycapitally.com/t/editable-dashboards/158)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 1\ **Last updated:** [December 19, 2024, 1:03am UTC](https://community.mycapitally.com/t/editable-dashboards/158 "2024-12-19T01:03:03Z")
Being able to create your own dashboard, with chosen charts and/or simple tables. Charts, metrics and tables from portfolio would have an option to add to a chosen (or new) dashboard. Some current or future reports (eg… --- ## [Support for tracking Private Equity](https://community.mycapitally.com/t/support-for-tracking-private-equity/159)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 10\ **Last updated:** [March 19, 2026, 3:08pm UTC](https://community.mycapitally.com/t/support-for-tracking-private-equity/159 "2026-03-19T15:08:22Z")
Users can track their participation in P.E. funds, startup investments and similar. Specific transaction types are needed, like Capital Call, Return of Capital, and others. Some reference: Modeling limited partnership … --- ## [Monthly calendar view](https://community.mycapitally.com/t/monthly-calendar-view/715)
**Author:** [@Claudio](https://community.mycapitally.com/u/Claudio)\ **Replies:** 4\ **Last updated:** [October 29, 2025, 1:32pm UTC](https://community.mycapitally.com/t/monthly-calendar-view/715 "2025-10-29T13:32:24Z")
It would be nice to have a monthly calendar view. This would be nice to see dividends / gains during a week in each day. --- ## [Automatic imports](https://community.mycapitally.com/t/automatic-imports/338)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 0\ **Last updated:** [November 30, 2024, 6:32am UTC](https://community.mycapitally.com/t/automatic-imports/338 "2024-11-30T06:32:30Z")
Ability to link to brokerage accounts to automatically import data. Either directly (eg IBKR) or through 3rd party. To keep things as private as possible, server would use a public key encryption to secure the data pack… --- ## [AI Assistant - Chat with your portfolio](https://community.mycapitally.com/t/ai-assistant-chat-with-your-portfolio/618)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 2\ **Last updated:** [July 12, 2025, 6:38am UTC](https://community.mycapitally.com/t/ai-assistant-chat-with-your-portfolio/618 "2025-07-12T06:38:29Z")
Add AI chat, that would allow to: analyze data within the portfolio - with granular control of what is shared with AI (eg. only %, only currently visible data, filtered data, everything, etc.) research the web and avai… --- ## [External price data sources](https://community.mycapitally.com/t/external-price-data-sources/50)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 0\ **Last updated:** [May 9, 2024, 7:09pm UTC](https://community.mycapitally.com/t/external-price-data-sources/50 "2024-05-09T19:09:50Z")
Allow users to provide an external data source to fetch historical prices and optionally current prices, splits and dividends. This enables automated price tracking for assets that Capitally does not support and probabl… --- ## [Number and dates formatting settings](https://community.mycapitally.com/t/number-and-dates-formatting-settings/62)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 4\ **Last updated:** [June 26, 2025, 1:53pm UTC](https://community.mycapitally.com/t/number-and-dates-formatting-settings/62 "2025-06-26T13:53:14Z")
Add the option to separately change formatting of dates and numbers --- ## [Improved Dividends support](https://community.mycapitally.com/t/improved-dividends-support/35)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 12\ **Last updated:** [August 7, 2024, 12:39pm UTC](https://community.mycapitally.com/t/improved-dividends-support/35 "2024-08-07T12:39:18Z")
There’s a number of issues with the current implementation that I want to address: Importing dividends from a broker duplicates dividends created by the app. Because of that, you need to manually fix the automated divi… --- ## [Arbitrary goals tracking](https://community.mycapitally.com/t/arbitrary-goals-tracking/63)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 0\ **Last updated:** [May 10, 2024, 6:43am UTC](https://community.mycapitally.com/t/arbitrary-goals-tracking/63 "2024-05-10T06:43:49Z")
A way to track different kinds of goals. User should be able to: specify the goal by choosing metric, portfolio section through filter and a deadline see all the goals, their current metrics see the progress as % and a… --- ## [Alpha & Beta calculations](https://community.mycapitally.com/t/alpha-beta-calculations/736)
**Author:** [@Andries\_Zwikstra](https://community.mycapitally.com/u/Andries_Zwikstra)\ **Replies:** 0\ **Last updated:** [December 1, 2025, 12:22pm UTC](https://community.mycapitally.com/t/alpha-beta-calculations/736 "2025-12-01T12:22:54Z")
It would be cool if Capitally would calculate alpha and beta of individual investments and the portfolio as a whole against chosen benchmarks. Public websites provide beta’s for individual stocks already of course, but t… --- ## [Dark interface colors option](https://community.mycapitally.com/t/dark-interface-colors-option/60)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 3\ **Last updated:** [April 14, 2025, 8:12pm UTC](https://community.mycapitally.com/t/dark-interface-colors-option/60 "2025-04-14T20:12:22Z")
It’s pretty self-explanatory --- ## [Position ownership taxonomy](https://community.mycapitally.com/t/position-ownership-taxonomy/241)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 14\ **Last updated:** [January 15, 2025, 3:10pm UTC](https://community.mycapitally.com/t/position-ownership-taxonomy/241 "2025-01-15T15:10:38Z")
If I share an asset with someone else and we both have 50%, I want that to be reflected in my portfolio. It should possible to set it on Asset, Account and Position levels. It would behave and be presented the same as R… --- ## [Portfolio export](https://community.mycapitally.com/t/portfolio-export/90)
**Author:** [@Marcin](https://community.mycapitally.com/u/Marcin)\ **Replies:** 12\ **Last updated:** [March 5, 2026, 11:06am UTC](https://community.mycapitally.com/t/portfolio-export/90 "2026-03-05T11:06:44Z")
Hi, First of all, love the tool :slight\_smile: Did you think about adding export function to, let’s say, pdf? The use case I was thinking about would be periodically export my portoflio info and store it in secure pla… --- ## [News feeds relating to assets](https://community.mycapitally.com/t/news-feeds-relating-to-assets/160)
**Author:** [@Stuart\_Davidson](https://community.mycapitally.com/u/Stuart_Davidson)\ **Replies:** 0\ **Last updated:** [July 3, 2024, 5:32am UTC](https://community.mycapitally.com/t/news-feeds-relating-to-assets/160 "2024-07-03T05:32:24Z")
The tool should offer up a news feed of curated content related to your invested assets. This could be based on automatic search of feeds based on asset symbol or custom RSS feed at the asset edit view. --- ## [Add simple trend line to charts](https://community.mycapitally.com/t/add-simple-trend-line-to-charts/561)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 0\ **Last updated:** [April 26, 2025, 6:34am UTC](https://community.mycapitally.com/t/add-simple-trend-line-to-charts/561 "2025-04-26T06:34:37Z")
Would be nice to have an option to add a simple linear trend line to charts as an option - especially useful when the charted value is very volatile [Next page](https://community.mycapitally.com/c/roadmap/6.md?page=1)