Enhance the handling of dividend withholding tax within the platform. Users will be provided with ...

Currently the benchmark to compare your portfolio and historical returns is limited to a list of ben...

Hello It would be great if the platform allowed for the logging of short transactions be it equit...

Currently, the ability to load a portfolio and view the dashboard as of a specific past date is avai...

Sync the broker IB is not working, no trades are imported. This functionality is in beta mode by Sna...

Have the ability to search for stocks based on fundamental and technical metrics...

When a transaction is sold, it would be nice to gain or loss for that transaction....

Currently the upcoming events card includes earnings and dividends for shares in the portfolio. We w...

In the Stock Performance view, users can see all assets in their portfolio but cannot view the perce...

Add a fee column in the Excel file....

Revise the cash account logic to show transactions like a bank statement. This will simplify the us...

In the Dividend Log, under Dividends tab: Add the ability to display dividend subtotals for each cur...

Is it possible to add a feature that automatically calculated automatically reinvested dividends? I ...

Will be good to have heatmaps with the annualized percentage. Thanks in advanced....

It would be helpful if we could adjust the dates on the Net Worth Projection. As things stand by def...

For etf add list of holdings with columns : symbole, name, isin, sector, location, exchange, pondéra...

When importing from transactions (eg. exported from Interactive Brokers) the data typically contains...

Hello Is it possible to transfer funds between accounts? I am in the process of moving funds out ...

Add the 3 years and 2 years view to the graphs seccion...

Will be good to know the maximun portofolio drowdown and the drowdown duration. With the possibility...

I am only able to successfully input and save up to 5 decimal places - Anything beyond this is eithe...

We should have the ability to select combined portfolios in the Reports. Currently, we can only sel...

When an ETF has a distribution type of accumulation the dividends are still being tracked as separat...

In the import page, we only have one currency. It would be good to see both currencies: the stock de...

Please add in-app notifications to keep users updated on new platform features, especially for featu...

Being able to see different SMAs on the stock chart....

Hi, When bulk importing new positions sometimes the system throws exceptions from the import. The ...

As a dividend investor, I would like to be able to see a graphic of my monthly historical dividends,...

We need data at any point during the year which shows Capital Gains so far realised (partly to work ...

The broker sync functionality only import stocks (or equity in general) but does not import Options ...

Currently, the portfolio metrics display the Internal Rate of Return (IRR) by default. While IRR is ...

Custom assets should have an underlying base type of stock, bond, etf, mutial fund or fixed asset to...

Hi, I attempted to bulk upload my IBKR transactions and got an error message that the asset IYRI...

I am familiar with how to use the new allocation feature as I was able to successfully set it up for...

It would be amazing if we could use stock screening criteria (e.g. P/E ratio less than 20, RSI below...

If there is a provision to setup a category under sector, where we can move some of the stocks to se...

Allow users to save their preferred settings — such as number of entries per page, active filters in...

I am unable to find JMD in the "Currency" drop-down list for the asset type "Custom Asset"...

Add the ability to filter the dashboard view by category so that users can see performance, allocati...

There appears to be a discrepancy between GBX listings and their display on the platform. In some ca...

I cannot find the following bonds CUSIP 90262Y760 06055HAB9 172967PM7 17327CBC6 172967KM2 2605...

I noticed that a Custom Assets has default values even though these fields were not available when a...

In the dashboard view, the Net Worth Projection graph is good, but every time, I have to adjust the ...

In trade activity seccion inside the graphic. Could be possible to have the buys in green and sells ...

"Dashboard" - https://www.allinvestview.com/dashboard/ "Manage Portfolio" - https://www.allinvestvi...

If I set a date range, it should remain unless I actively set it. Currently, everytime I navigate aw...

FX rate and stock denominated currency does not appear when selecting a different transaction curren...

I tried creating a new portfolio with just custom assets but the dashboard kept reflecting dummy dat...

Would be Great to be able to Sync Revolut´s investment account and Crypto.com...

As a long-term mutual fund investor, I would like the ability to track tax-deferred fund transfers w...

As a crypto investor, I wanted to add cryptocurrencies to my portfolio but noticed there's currently...

I would like to have my wealth management department to manage the investments and funds of our clie...

Seems assets traded in Germany are not supported, e.g. WKN 847428...

Hi guys Please make it possible to make subcategories in allocations. It’s imperative to be able...

I generated an All Transaction Report (to try and figure out realised gains) for a period (financial...

When using Average Price as the cost basis method, the system should reset the average cost per shar...

Hi Rob! :) I want to be able to add crypto coins and track for CAD currency in a different portfo...

Portseido has RBC and TD by using some other connector, is it possible to add these additional conne...

SG1DB9000009 (Phillip SGX APAC Dividend Leaders REIT ETF / BYJ) is traded in SGD not in USD if I und...

In Australia dividends can be franked (or unfranked). For franked dividends (in accordance of the p...

This would be a Game changer. An all in one app where i could manage my both my Investments and my...

Currently, user-configured settings on the dashboard — such as selected time periods, toggles like “...

When using the rebalance tool for asset allocations if selling is enabled it tries to suggest sellin...

The portfolio growth chart's time series (x-axis) is not equal....

Many UK investors build bond ladders using UK Gilts (eg TG27, TS27, TE28, T29, TS29, T30, T30I etc) ...

Whilst some investments show up with an easily recognisable code (eg ERNS), others have no such code...

Is it possible to see a return page, where you can see Current value, Capital gain, realized profits...

Currently, AllInvestView provides a responsive web app that can also be installed as a Progressive W...

Would be great to see a bar chart of portfolio return which can be broken to weekly, monthly or year...

Request to enhance the bond and fixed income module by expanding the scope of bonds available and im...

AllInvestView currently operates exclusively in English, which limits accessibility for non-English ...

Currently, the dashboard layout is fixed, with all users viewing the same predefined arrangement of ...

It would be great to have the ability to use both the virtual cash account and broker synchronizatio...

Planned future development to incorporate options trading and option pricing strategies into the pla...

Currently we can organize the portfolio based on different criterias on Allocations, and Rebalance b...

in the case of fraction stocks performance currently doesn´t allow to show the complete fraction , r...

The upcoming events are only from the stocks in our portfolio, it would be good to include the stock...

As a dividend investor I would like to be able to compare my total return (that would include the di...

Since this is not an accounting platform many users may have a need to export data on a regular basi...

Is it possible to add post market or pre market price under daily price daily%...

Add a financial discounted model to the stock details page using Discounted Cash Flow (DCF) analysis...

Support for amortized bonds - Bonds with principal payments...

AIV doesn't allow adding assets from my country's stock exchange. I've added them as a custom asset....

Add a new column in the "Stock Performance" section to display the currency conversion return for st...

Hi, I would like to use my own currency, for example when buying shares, so that I can easily choose...

Functionlaity for importing transactions from TradeRepublic Broker, and syncronization...

Bonds that price at par and only pay at the end (also known as bullet payment bonds). Note this is d...

It'll be great if easy update to the existing portfolio is feasible. A feature to update all holding...

Currently, users can set price alerts for individual stocks in their portfolio when prices go above ...

Include quotes for the Jamaica Stock Exchange to Market Data https://www.jamstockex.com/listings/...

Add the ability to display the total number of assets within the portfolio directly on the asset all...

Implement a feature to allow users to track expenses that are not directly tied to a specific stock ...