Show portfolio allocations by holding, currency, country, industry, etc...
Be able to import transactions via csv
Connect a Degiro account and automatically synchronize transactions
Show a page for each asset, be able to search stocks, ...
Calculate Discountthe fair value of stocks using Discounted Cash Flow (DCF)
Dividend calendar and automatically add transactions for user when dividend are paid
Calculate performance using annualized Time-Weighted return / IRR
Support more broker synchronizations via Plaid
Be able to export all transactions from the account
Have a watchlist of stocks and assets
Be able to create custom asset and add them in portfolio (usefull to have startup, real estate, etc...)
Features to help with tax reporting
Show portfolio's Peter Lynch allocation
Search stocks and find good value stocks
Share your portfolio, chats and comments, public feed, ...
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