PortfolioMetrics

Roadmap

Track the progress of upcoming features and improvements for PortfolioMetrics. Follow along as we build the future of investment tracking based on user feedback and industry trends.

In Progress

Features currently being worked on

Add Option to Input Custom Daily Returns

Import CSV file with custom daily returns and enable more customized backtesting

Backtesting Tool
Data Input

Planned Next

Features prioritized for upcoming work

PDF reports

Add option to download reports as PDF

Backtesting Tool
Optimization Tool

Backlog

Features that have been identified but not yet scheduled

Add Option for Transactional Input

Add portfolios using buy/sell transactions instead of static allocations

Backtesting Tool
Data Input

Add Asset Class Input Option

Input portfolios using asset classes instead of individual assets

Backtesting Tool
Optimization Tool
Data Input

Saving Portfolios

Save portfolios and use them in backtesting and optimization tools

Backtesting Tool
Optimization Tool

Portfolio Tracking and Rebalancing Tool

Tool for rebalancing saved portfolios

Rebalancing Tool

Completed

Features that have been finished

View our completed features and product history in the changelog

View Changelog

Missing Something?

Suggest new features to enhance the tool and help us prioritize what matters to you.