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

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...

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

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

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

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

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

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...

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

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....

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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...

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

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

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

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

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

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

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

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

Enable the possibility of saving the desired configuration....

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

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

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

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 ...

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

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

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

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

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

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

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....

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

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

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

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

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

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

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

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

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