Feature Roadmap
View our development roadmap and feature updates
Released Features
Multi-Dimensional Portfolio Analytics
View and analyze your investment performance across multiple organizational dimensions with comprehensive drill-down capabilities. Access portfolio metrics organized by individual assets,broker accounts,custom tags . Each view displays consistent performance metrics including returns, money-weighted returns (MWR), total values, allocation percentages, and volatility measures. Navigate seamlessly between different organizational levels - from total portfolio overview to specific asset details - with correlation analysis, and portfolio composition breakdowns that maintain context across all drill-down levels.
Smart Transaction Analytics
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.
Performance Optimization
Major speed improvements and resource optimization.