New features

It would be nice to have option to connect claude or other AI tool to analyze my portoflio and import broker exports

In this tab, be able to chart at%, to be able to see individual years separately or to switch them.

Good day. It occurred to me that, especially for smaller older investors, the function of guarding the total amount of US property across all its portfolios might be interesting. Because of inheritance tax for foreigners over assets >60thousand USD... Thank you for tying it up. Libor

It would be great to add an “Earnings Calendar” section where one would see which companies and when they will have earnings. + I would add the option to link to the watchlist, where only the stocks I follow would be shown.

I would like to set up a ptf that I want to track personally and I don't want to have it included in the ptf total. Still, I think this sum of what's currently on monery is useless. I tack Stock ptf separately etf ptf too and then I have ptf which includes stocks and etf all it's the same assets just differently tracked. In the end, it shows me nonsense. But that doesn't bother me still my PTF which tracks stocks as well as the etf shows more information than what it offers

View the distribution of ETFs outside of individual stocks. This will allow traders to monitor how their ETF strategy evolves, buy to follow 80:10:10 very simply, and have stocks sideways without ETFs, which are most likely to be the most represented in portfolios.

The best I've seen so far, but I'm missing one functionality, which is to enable inflation-adjusted investment growth, because when investing, for example, 4,000 a month today and in 40 years, the numbers are different.

Proposal for other entities: Conbase Pro RB Revolut Birdwingo

I would like to add a 3 month and 6 month chart display offer.

Include options in the portfolio. Correctly estimate the purchase value at the time of purchase, change the possibility of the price adjustment at the time of expiration or sale before expiration.