New features

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.

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

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.

Currently I see that all my crypto asset older than 3y has still in the tax report and the field tax exemption written as: "NO" even thought the Czech law was changed (15.02.2025) and the Iaw conditions were fullfiled.

I would appreciate the integration of other platforms, especially Zonky. Due to the complexity of Zonky loans, this would probably technically only go through the import of tables, as with brokers and not as with Investown. Other suggestions are P2P platforms like Bondster, or Rondainvest

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.

Adding a tax report for Slovaks, I think many people from Slovakia pay Monery, so the function of tax report could be added for us

Hello, I would appreciate if there would be visible in the each company summary, how many dividens I have already collected from them.