Roadmap
Here are some of the things that will be added in future versions
Allocation charts
Show portfolio allocations by holding, currency, country, industry, etc...
CSV Import
Be able to import transactions via csv
Degiro synchronization
Connect a Degiro account and automatically synchronize transactions
Asset pages
Show a page for each asset, be able to search stocks, ...
Discounted Cash Flow calculator
Calculate Discountthe fair value of stocks using Discounted Cash Flow (DCF)
Custom Views
Create multiple views for your portfolio
Better performance calculation
Calculate historical portfolio performance
Dividends
Dividend calendar and automatically add transactions for user when dividend are paid
Broker synchronizations
Support more broker synchronizations
Cash account
Handle cash accounts in the portfolio
Custom asset
Be able to create custom asset and add them in portfolio (usefull to have startup, real estate, etc...)
Tax reporting
Features to help with tax reporting
Stock Screener
Search stocks and find good value stocks
Social features
Share your portfolio, chats and comments, public feed, ...
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