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)
Dividends
Dividend calendar and automatically add transactions for user when dividend are paid
Better performance calculation
Calculate performance using annualized Time-Weighted return / IRR
Broker synchronizations
Support more broker synchronizations via Plaid
Export transactions
Be able to export all transactions from the account
Watchlist
Have a watchlist of stocks and assets
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
Peter Lynch allocation
Show portfolio's Peter Lynch allocation
Stock Screener
Search stocks and find good value stocks
Social features
Share your portfolio, chats and comments, public feed, ...
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