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Currently, AllInvestView provides a responsive web app that can also be installed as a Progressive W...
PlannedRequest to enhance the bond and fixed income module by expanding the scope of bonds available and im...
PlannedEnhance the handling of dividend withholding tax within the platform. Users will be provided with ...
In ProgressSync the broker IB is not working, no trades are imported. This functionality is in beta mode by Sna...
CompletedCurrently, the ability to load a portfolio and view the dashboard as of a specific past date is avai...
CompletedAllInvestView currently operates exclusively in English, which limits accessibility for non-English ...
PlannedHello It would be great if the platform allowed for the logging of short transactions be it equit...
In ProgressCurrently, the dashboard layout is fixed, with all users viewing the same predefined arrangement of ...
PlannedHave the ability to search for stocks based on fundamental and technical metrics...
CompletedWould be great to see a bar chart of portfolio return which can be broken to weekly, monthly or year...
PlannedPlanned future development to incorporate options trading and option pricing strategies into the pla...
PlannedCurrently the upcoming events card includes earnings and dividends for shares in the portfolio. We w...
CompletedCurrently the benchmark to compare your portfolio and historical returns is limited to a list of ben...
In ProgressWhen a transaction is sold, it would be nice to gain or loss for that transaction....
CompletedIt would be helpful if we could adjust the dates on the Net Worth Projection. As things stand by def...
CompletedWill be good to have heatmaps with the annualized percentage. Thanks in advanced....
CompletedIt would be great to have the ability to use both the virtual cash account and broker synchronizatio...
PlannedRevise the cash account logic to show transactions like a bank statement. This will simplify the us...
CompletedIn the Dividend Log, under Dividends tab: Add the ability to display dividend subtotals for each cur...
In ProgressI am only able to successfully input and save up to 5 decimal places - Anything beyond this is eithe...
In ProgressWe should have the ability to select combined portfolios in the Reports. Currently, we can only sel...
CompletedHello Is it possible to transfer funds between accounts? I am in the process of moving funds out ...
CompletedCurrently we can organize the portfolio based on different criterias on Allocations, and Rebalance b...
PlannedWill be good to know the maximun portofolio drowdown and the drowdown duration. With the possibility...
In ProgressIf there is a provision to setup a category under sector, where we can move some of the stocks to se...
In ProgressI am familiar with how to use the new allocation feature as I was able to successfully set it up for...
CompletedWhen importing from transactions (eg. exported from Interactive Brokers) the data typically contains...
CompletedCustom assets should have an underlying base type of stock, bond, etf, mutial fund or fixed asset to...
Under ReviewCurrently, the portfolio metrics display the Internal Rate of Return (IRR) by default. While IRR is ...
CompletedPlease add in-app notifications to keep users updated on new platform features, especially for featu...
CompletedIn the Stock Performance view, users can see all assets in their portfolio but cannot view the perce...
In ProgressHi, When bulk importing new positions sometimes the system throws exceptions from the import. The ...
In ProgressAIV doesn't allow adding assets from my country's stock exchange. I've added them as a custom asset....
PlannedIn the dashboard view, the Net Worth Projection graph is good, but every time, I have to adjust the ...
Under ReviewWhen an ETF has a distribution type of accumulation the dividends are still being tracked as separat...
Under ReviewAdd a financial discounted model to the stock details page using Discounted Cash Flow (DCF) analysis...
PlannedI tried creating a new portfolio with just custom assets but the dashboard kept reflecting dummy dat...
CompletedFX rate and stock denominated currency does not appear when selecting a different transaction curren...
CompletedIs it possible to add a feature that automatically calculated automatically reinvested dividends? I ...
In ProgressSince this is not an accounting platform many users may have a need to export data on a regular basi...
PlannedI am unable to find JMD in the "Currency" drop-down list for the asset type "Custom Asset"...
CompletedThe upcoming events are only from the stocks in our portfolio, it would be good to include the stock...
PlannedIn the import page, we only have one currency. It would be good to see both currencies: the stock de...
In Progressin the case of fraction stocks performance currently doesn´t allow to show the complete fraction , r...
Planned"Dashboard" - https://www.allinvestview.com/dashboard/ "Manage Portfolio" - https://www.allinvestvi...
In ProgressThis would be a Game changer. An all in one app where i could manage my both my Investments and my...
Under ReviewI noticed that a Custom Assets has default values even though these fields were not available when a...
In ProgressPortseido has RBC and TD by using some other connector, is it possible to add these additional conne...
Under ReviewAdd the ability to display the total number of assets within the portfolio directly on the asset all...
PlannedHi Rob! :) I want to be able to add crypto coins and track for CAD currency in a different portfo...
CompletedIs it possible to add post market or pre market price under daily price daily%...
PlannedIs it possible to see a return page, where you can see Current value, Capital gain, realized profits...
CompletedWould be Great to be able to Sync Revolut´s investment account and Crypto.com...
Under ReviewBonds that price at par and only pay at the end (also known as bullet payment bonds). Note this is d...
PlannedIt'll be great if easy update to the existing portfolio is feasible. A feature to update all holding...
PlannedFunctionlaity for importing transactions from TradeRepublic Broker, and syncronization...
PlannedImplement a feature to allow users to track expenses that are not directly tied to a specific stock ...
PlannedInclude quotes for the Jamaica Stock Exchange to Market Data https://www.jamstockex.com/listings/...
PlannedCurrently, users can set price alerts for individual stocks in their portfolio when prices go above ...
PlannedWhen using the rebalance tool for asset allocations if selling is enabled it tries to suggest sellin...
Under ReviewAdd a new column in the "Stock Performance" section to display the currency conversion return for st...
Planned