Roadmap
What we're shipping, building, and planning next.
0 shipped·0 in progress·0 planned
Now live for everyone.
- Most requested0
·v1.45.0
Your dividend income plotted on a month-by-month timeline, right in the portfolio - including payments companies have declared but not yet paid, clearly labelled. Nothing is booked before its ex-date, payers held at two brokers count once, and everything is FX-converted to your workspace currency. Plan cash flow around real payouts instead of guessing which month runs heavy. - Most requested0
·v1.45.0
The numbers every prospectus quotes, now on your own portfolio. Time-weighted return (TWR) shows how the portfolio performed independent of when you added or pulled cash; return volatility shows how bumpy the ride is; max drawdown shows the worst stretch you survived; and MOIC shows the multiple on the capital you put in. Sitting next to the MWR, ROI, and Sharpe pills you already had. - 0
·v1.45.0
Yield on Cost on the portfolio income view, side-by-side with current yield - the effective dividend yield on what you actually paid, not today's market price. Joined by trailing 12-month and indicated annual income, each with a tooltip explaining exactly how it's calculated. - Most requested0
·v1.41.0
Decide what your money does before the month starts. Assign the money you have into spending envelopes, watch spending draw them down, and move what's left between categories when plans change - Available to Assign keeps the unallocated pot honest. Month by month, built on your existing accounts and categories, and encrypted on your device like everything else. Your budget travels with your data: it's part of the full backup and the Excel export, and comes back on restore. - 0
·v1.41.0
New workspaces start with a simple question: what do you want to track? Everything, Money and budgeting, or Investments - and investors can pick performance-only or full broker tracking. The app shows only the surfaces that fit, and a Getting Started guide walks you through the first steps. It's a preference, not a commitment - switch modes whenever your needs change. - 0
·v1.41.0
Open a new workspace and find SPY, VOO, IWDA, EUNL, and BTC already wired up as benchmark candidates - no manual setup. The mirror-trade benchmark engine gives every workspace a one-click apples-to-apples comparison against the S&P 500, MSCI World, and Bitcoin from day one. - 0
·v1.40.1
Native support for the major crypto assets - BTC, ETH, and the rest of the top market caps - alongside stocks and ETFs in the same portfolio, with the same cost-basis, MWR, and FX-aware return calculations. Find any coin by its ticker, price it live, and measure yourself against a pre-seeded Bitcoin benchmark from day one. - Most requested0
·v1.40.0
See exactly where your money is concentrated - by sector, industry, geography, or asset class. Interactive donut charts with amounts and percentages side by side, powered by official sector and industry classification per ticker. Spot "I'm 38% Technology" before it bites you. Disagree with a label? Reclassify any asset yourself - your overrides stay encrypted on your device. - 0
·v1.39.0
Open any asset and see the company behind the ticker: sector, industry, profile, CEO, employees, and website, loaded automatically the first time you look. Below the chart, the earnings track record shows each quarter's EPS estimate versus actual - beats and misses - plus the next upcoming report date. - 0
·v1.23.0
Instantly toggle between global currencies to view your portfolio and transaction values in your preferred currency. Features instant conversion using current exchange rates across all portfolio views, transaction histories, and performance metrics without requiring page reloads. - Most requested0
·v1.19.0
Drop a file from your broker or bank and we recognise the format instantly. No more hand-mapping columns, no more dragging dropdowns to figure out which field is the quantity. Pick your source on a new step, drop the file, and we fill in the columns, transaction types, brokers, and assets for you - all you do is review what's about to be imported. Supported on day one: Interactive Brokers, XTB, TradeVille, ING Bank, Raiffeisen Bank, and Revolut cash. The Generic CSV flow is still there if your source is not on the list. Files are parsed entirely in your browser - they never leave your device. - 0
·v1.8.0
Your daily, monthly, and yearly numbers no longer drift when you fly across timezones or when daylight savings flips. A position you bought on Tuesday stays on Tuesday whether you check it from London or Tokyo. The missing exchange rate banner also got clearer wording about which rate is missing, with one-click ways to fix it from the same screen. - 0
·v1.7.0
A complete pass over the portfolio screen with a denser, calmer layout that puts performance, allocation, and positions in front of you at the same time. Tables now support multi-criteria filters, favorites, a proper date range picker, and a shareable URL for any view you set up - send the link to a friend and they see the exact same filtered table. The numbers underneath got an honesty pass: when a currency rate is missing, the affected metric now says so instead of silently showing zero, and transactions can no longer go quietly missing if there is a hiccup pulling your data. Sign in and checkout flows were redesigned to match. - Most requested0
·v1.6.0
Know exactly how much cash is sitting in each brokerage account, where it came from, and where it went. Tracks every deposit, withdrawal, buy, sell, dividend, fee, and interest payment with a consolidated cash-flow chart on top. Combined with wallet balances it's a single dashboard for everything liquid - no more flipping between broker portals and your own spreadsheet to figure out what's actually available to invest. - 0
·v1.5.0
Centralized overview combining wallet balances and portfolio performance data in a single, comprehensive view. Access consolidated insights including total asset values, portfolio returns, wallet holdings, and performance metrics across all connected accounts and platforms. Features integrated charts and analytics that provide a complete picture of your financial position, eliminating the need to navigate between separate wallet and portfolio sections to understand your overall investment landscape. - 0
·v1.4.0
Compare portfolio performance against market benchmarks (S&P 500, NASDAQ, etc.) by mirroring every buy and sell transaction at the exact same moments and amounts. Tracks benchmark dividends and splits to provide a fair, apples-to-apples performance comparison showing true outperformance or underperformance. - 0
·v1.3.3
Complete mobile optimization with touch-first interactions, responsive layouts, and native-like gestures across all iOS and Android browsers. - Most requested0
·v1.2.0
Slice your portfolio performance any way you want. Drill from the whole portfolio down into a single broker account, asset, or custom tag - and returns, MWR, allocation, and volatility stay consistent at every level. Tag a position "Dividend stocks" and you have an instant dividend-only view; tag "Speculative" and you can see exactly how your bets are doing without the rest of the portfolio diluting the picture. One engine, every dimension. - 0
·v1.1.0
Transform raw transaction data into meaningful insights with automatic percentage calculations that show the relative impact of each trade on your portfolio. Whether viewing individual transactions or filtered subsets, instantly see what percentage of your total holdings or original transaction amounts you're analyzing, making it easier to evaluate your investment strategy and decision-making patterns. - 0
·v1.0.1
Major speed improvements and resource optimization.
What we’re building now.
- Every position gets a fundamentals snapshot: P/E, forward P/E, PEG, payout ratio, dividend yield, market cap, P/B, P/S. Refreshed weekly. Hover to see how each metric has moved versus 90 days ago, without leaving the portfolio view.Active development
- The analyst consensus per holding: low / median / high price targets versus current price, plus the rolling buy / hold / sell trend month over month. Useful signal, never advice - shown as one card you can collapse if you don't care.Active development
- See recent insider transactions for each holding - which executives are buying or selling, in what size - and the top institutional holders with their position changes. The same context that pro investors check, surfaced inline.Active development
Up next on our list.
- Most requestedOne-click year-end export of every realized gain, dividend, and interest payment, grouped by year, broker, and currency, with FX conversion done at the actual trade date - not today's rate. One sheet per broker, ready to hand to your accountant. The kind of export competitors charge a premium for, included from the start.Upcoming
- Access to a dedicated forum platform where users can ask questions, report bugs, propose new features, and share knowledge with other community members. Features organized discussion categories for different topics including technical support, feature requests, bug reports, and general discussions. Users can create posts, reply to threads, search existing discussions, and engage with other members to collaborate on platform improvements and share investment insights and best practices.Upcoming
- Calculate and visualize the potential returns you missed by holding cash or underperforming assets instead of investing in benchmark alternatives. Compare your actual investment performance against market indices, alternative asset classes, or specific investments over the same time periods. Features historical analysis showing what your returns would have been if funds were allocated differently, helping you understand the true cost of investment decisions and identify areas for portfolio optimization.Upcoming
- Adding support for more languagesUpcoming
- Support for multiple cost basis calculation methods including LIFO (Last In, First Out) and Average Cost, in addition to the default FIFO method. Choose the appropriate accounting method per asset or globally to optimize tax calculations and accurately track capital gains and losses based on your preferred or required cost basis methodology.Upcoming
- Project your dividend income across the next 30, 90, and 365 days based on declared upcoming dividends and recurring patterns. Currency-normalized, broker-grouped, with a running comparison against the same window a year ago.Upcoming
- A traffic-light safety score per dividend payer based on free-cash-flow coverage and payout ratio. Surfaces dividend cuts before they happen and flags positions where the dividend is at risk relative to operating cash flow.Upcoming
- Define a recurrence rule once - “Spotify, €11.99, monthly on the 5th” - and let the wallet auto-materialize the future entries. Salary, rent, subscriptions, loan payments. Edit the rule and every future occurrence updates; past entries stay exactly as they were.Upcoming
- Categorize a transaction once and the wallet remembers. Next time "Carrefour" shows up it's already tagged Groceries. Learns from your past choices on-device - no cloud lookup, no third-party merchant database.Upcoming
- Get notified when a category spikes against its trailing 3-month average ("Dining is +47% this month"). Pure on-device statistics over your existing wallet history; no new data to upload.Upcoming
- Define financial goals (€100k portfolio, 12 months of runway, FI by 2035) and watch progress in a single view. Pulls from existing FI projection, runway, and savings-rate calculations - just gives them a unified scoreboard.Upcoming
- See your real returns net of inflation. CPI and HICP series plotted alongside your portfolio so you know whether you're actually growing in purchasing power, not just in nominal terms.Upcoming
- Country and region breakdowns currently count a fund where the fund itself is based, so an Ireland-domiciled world tracker reads as Ireland. Look-through replaces that one slice with the countries the fund actually holds, blended with the shares you own directly so the whole portfolio reads as one picture.Upcoming
Have a feature request? Email us