Ideas

When creating a portfolio for the first time it's hard to know where to get the right file to import the transactions. Adding an explanation for each broker would help when setting up the account

Give the possibility to add a broker account (like bank accounts) to track the transactions instead of importing from a file. The advantage would be that the transaction will appear on the app automatically without the need to upload a file every time a transaction is done

Permitir adicionar aforros a um portfólio. Incluir dados sobre as séries

Permitir adicionar PPRs a um portfólio.

Import balance from crypto wallets. This is only useful if you don't want to import from CSV or manually, but it would be a nice to have

Allow adding loans, either manually or by categorizing them from the imported transactions. Show balance, payments, principal, interest, taxes, etc Next step, would be to simulate repayments, early payments, etc.