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Ability to load the dashboard as of a period

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

Completed
7 Votes
Improve Bond & Fixed Income module

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

Planned
7 Votes
Option Trades and Pricing Strategies

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

Planned
6 Votes
Multilingual Support for AllInvestView

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

Planned
6 Votes
Add Stock screener in dashboard

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

Completed
5 Votes
Interactive Broker syncronization not importing

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

Completed
5 Votes
Add Customizable Dividend Withholding Tax Calculation

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

In Progress
5 Votes
Add Upcoming corporate actions in the Upcoming events card

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

Completed
5 Votes
Mobile App Development

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

Planned
5 Votes
Transaction details

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

Completed
4 Votes
Supporting Shorting and Options Income

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

In Progress
4 Votes
Adjust Parameters of Net Worth Projection

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

Completed
4 Votes
[HeatMap] - Week, Month, Year

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

Completed
4 Votes
Ability to Customize Dashboard Layout

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

Planned
4 Votes
Improve Cash Account functionality

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

Completed
3 Votes
Ability to have Allocations & Rebalance also for Combined Portfolios

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

Planned
3 Votes
Ability to select any benchmark

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

In Progress
3 Votes
Ability to select combined portfolios in the Reports

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

Planned
3 Votes
Imports to take historical stock split into consideration

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

Completed
2 Votes
Numerical Fields (Quantity) - 8 Decimal Places

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

In Progress
2 Votes
Asset Allocation

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

In Progress
2 Votes
Custom Asset Type - New Allocation Disappears

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

Completed
2 Votes
Dividend Log Currency Subtotals

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

In Progress
2 Votes
Syncing Cash Account with Broker Balance

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

Planned
2 Votes
Option to Display Simple Return or IRR in Portfolio Metrics

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

Completed
2 Votes
In-App Notifications for Platform Updates & Feature Requests

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

Completed
2 Votes
FX rate does not appear when selecting a different transaction currency in the stock details

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

Completed
1 Votes
Ability to export bond payment history

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

Under Review
1 Votes
JMD Currency - Not Listed Under Custom Asset

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

Completed
1 Votes
Include Upcoming events also from stocks in the watchlist

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

Planned
1 Votes
Portfolio return

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

Planned
1 Votes
show complete fraction stocks

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

Under Review
1 Votes
Bug: Incorrect Amount Under "Manage Portfolio" But "Dashboard" Reflects Correct Amount

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

In Progress
1 Votes
Add a financial discounted model to the stock details

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

Planned
1 Votes
Unable To Create New Portfolio With Just Custom Asset Type

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

Completed
1 Votes
Support for amortized bonds

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

Planned
1 Votes
Remove Lines from Bulk Import of Positions

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

Under Review
1 Votes
[Drowdown] - Max and Duration

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

In Progress
0 Votes
Add Jamaica Stock Exchange to Market Data

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

Planned
0 Votes
Support Dividend Reinvestment Program (DRP)

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

Under Review
0 Votes
Currency Conversion Return Column in Stock Performance

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

Under Review
0 Votes
Manual portfolio update

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

Under Review
0 Votes
Unable to Input Maturity Date & Yield For Custom Asset

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

In Progress
0 Votes
Ability to upload price history for custom assets

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

Planned
0 Votes
Not Able To Add Crypto Coin For CAD Currency

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

Completed
0 Votes
Return Tab

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

Completed
0 Votes
Add TradeRepublic Broker into Import and Sync functionality

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

Planned
0 Votes
Import page: Add Stock Currency & Transaction currency

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

In Progress
0 Votes
Display % weight for all assets in a complete view

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

In Progress
0 Votes
Support for bonds with bullet payments

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

Under Review
0 Votes
Post Market price

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

Planned
0 Votes
Portfolio Expense Tracking

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

Under Review
0 Votes
Display Number of Assets in Asset Allocation Graph

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

Planned
0 Votes