Since this is not an accounting platform many users may have a need to export data on a regular basis to accounting systems like Quickbooks.
Dividend payment history for stocks is available.
Mark to market
Thanks for the suggestion! We’ll work on this alongside broader enhancements to the bond module, as well as have the possibility to customize bond payments in case there are small differences in the exact flow amount.
Looking ahead, we plan to develop accounting and specific tax reporting features within AllInvestView. Feel free to share any ideas or needs you might have in this area, as we aim to build an accounting platform tailored to our users over time. Thanks again for your input!
This is great news. Yes, bond payments aren't always straightforward so having the ability to make changes to the flow would be very much welcome.
Good to know re: accounting - I keep the suggestions flowing.
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