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Generate a pre filled IRS declaration based on the transactions
Generate the annual IRS declaration (at least the annexes related to the foreign capital gains) based on the info tracked on the website
1
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planned

Add tutorial/explanation for adding broker transactions
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
1
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planned

Recurring transactions
Mark a transaction as recurrent. Use this as a filter to track subscriptions and others. Next step would be adding a calendar view for these types of transactions.
1
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planned

Aforros
Permitir adicionar aforros a um portfólio. Incluir dados sobre as séries
1
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planned

PPRs
Permitir adicionar PPRs a um portfólio.
2
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planned

Reports
1
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planned

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