|
About the Later category
|
|
0
|
67
|
May 6, 2024
|
|
Real, Inflation discounted returns
|
|
4
|
125
|
October 9, 2025
|
|
Two factor authentication
|
|
2
|
158
|
December 5, 2024
|
|
Portfolio rebalancing tool
|
|
1
|
194
|
December 2, 2024
|
|
Static portfolio strategies
|
|
0
|
155
|
May 9, 2024
|
|
Future value / retirement forecast / FIRE calculator
|
|
0
|
88
|
June 28, 2024
|
|
Recurring transactions
|
|
4
|
103
|
September 1, 2025
|
|
Allow multiple users to securely access the project
|
|
0
|
151
|
May 9, 2024
|
|
Passkeys authentication
|
|
0
|
108
|
May 9, 2024
|
|
Automatic imports
|
|
0
|
79
|
November 30, 2024
|
|
Editable Dashboards
|
|
1
|
84
|
December 19, 2024
|
|
Safety & Risk metrics
|
|
0
|
98
|
May 9, 2024
|
|
Monthly calendar view
|
|
4
|
49
|
October 29, 2025
|
|
AI Assistant - Chat with your portfolio
|
|
2
|
83
|
July 12, 2025
|
|
Position ownership taxonomy
|
|
14
|
172
|
January 15, 2025
|
|
News feeds relating to assets
|
|
0
|
60
|
July 3, 2024
|
|
Add simple trend line to charts
|
|
0
|
42
|
April 26, 2025
|
|
Compare months over years on a chart
|
|
0
|
44
|
August 22, 2024
|
|
Arbitrary goals tracking
|
|
0
|
100
|
May 10, 2024
|
|
Chart date annotations
|
|
0
|
60
|
June 8, 2024
|
|
Add optional notes to bookmarks, filters and charts
|
|
1
|
31
|
February 18, 2025
|
|
Portfolio export
|
|
8
|
169
|
November 30, 2024
|
|
Official support for formulas
|
|
0
|
105
|
May 9, 2024
|
|
Global object search
|
|
0
|
74
|
May 9, 2024
|
|
Desktop Mode Request
|
|
4
|
60
|
October 19, 2025
|
|
Image in the Notes field of a transaction
|
|
1
|
29
|
January 12, 2025
|
|
Totals for groups of rows in a table
|
|
2
|
67
|
June 9, 2024
|