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Roadmap

What we're building

Last updated: March 2026

A look at what we recently shipped, what is in progress, and what is coming next. Have a feature request? Email us at support@investtracker.app

We build in the open. This roadmap reflects our current priorities and is updated as features ship. Development is driven by real user feedback and the features that matter most to the investing community.

Have an idea for a feature you would like to see? We would love to hear from you. Send your suggestions to support@investtracker.app and help shape the future of InvestTracker.

Ready to start tracking your investments? View our plans and pricing to get started today.

Recently Shipped

5
Portfolio analytics dashboard

Sharpe ratio, maximum drawdown, volatility, and daily return calculations with interactive charts.

Tax reporting engine

Generate capital gains reports using FIFO, LIFO, or HIFO cost-basis methods with CSV export.

CSV import

Bulk-import holdings and transactions from CSV files for fast portfolio setup and historical data migration.

Price alerts

Configurable email price alerts powered by Resend with customizable thresholds and conditions.

Asset correlation matrix

Interactive visual heatmap showing pairwise asset correlations for portfolio diversification analysis.

In Progress

3
Multi-currency support

Display portfolio values in EUR, GBP, JPY, and other fiat currencies with automatic conversion rates.

Email notifications

Scheduled portfolio summary emails with daily or weekly digests of performance, alerts, and market moves.

Mobile optimization

Responsive improvements for checking portfolio performance on phones and tablets, including touch-friendly charts.

Planned

4
Brokerage integrations

Connect to brokerages and exchanges to automatically import trades and sync holdings in real time.

Advanced analytics (XIRR / TWR)

Time-weighted and money-weighted return calculations for accurate performance measurement across deposits and withdrawals.

Real-time price streaming

WebSocket-based live price feeds for instant portfolio value updates without page refreshes.

Benchmark comparison

Compare portfolio performance against S&P 500, NASDAQ, and custom benchmark allocations over any time period.

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