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

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

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

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

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

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

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

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

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

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

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

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....

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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