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
Planned Next
Features prioritized for upcoming work
Improve AI Summary
Improve AI Summary and add chat functionality
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
Add Asset Class Input Option
Input portfolios using asset classes instead of individual assets
Add Option to Save Portfolios
Save portfolios and use them in backtesting and optimization tools
Completed
Features that have been finished
View our completed features and product history in the changelog
View ChangelogMissing Something?
Suggest new features to enhance the tool and help us prioritize what matters to you.