Community Feature Requests

Is it possible to add a feature that automatically calculated automatically reinvested dividends? I have this for a number of holdings and without thi...

AllInvestView's native mobile apps are now available on iOS and Android. Sign in with the same AllInvestView account to access your portfolio on the ...

For etf add list of holdings with columns : symbole, name, isin, sector, location, exchange, pondération %, amount invest based on portfolio for this ...

The current screener is very comprehensive and useful; however, it would be much more useful if users could save specific predefined templates, since ...

Enhance the handling of dividend withholding tax within the platform. Users will be provided with a customizable table to input the logic for taxati...

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

It would be great to have the ability to use both the virtual cash account and broker synchronization functionalities together. Currently, when broker...

Currently the benchmark to compare your portfolio and historical returns is limited to a list of benchmarks. User should select any asset to use as b...

Add an automatic M1 Finance broker connection so users can securely sync their M1 holdings and transactions into AllInvestView.

Use Case: I want to quickly identify Long Term tax lots as candidate for potential sell. I do not want to have to look at everything and manually mak...

Planned future development to incorporate options trading and option pricing strategies into the platform. This feature will enable users to diversify...

Currently, the ability to load a portfolio and view the dashboard as of a specific past date is available. To enhance user experience, we should also ...

Hello It would be great if the platform allowed for the logging of short transactions be it equity or options positions. E.g. Sell to Open CSP o...

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

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

Hi how are you doing

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

It would be good to be able to compare holdings in a chart.

Add a chart on the per-ticker stock detail page showing cumulative position P&L (or position value) over time, including option legs on the same under...

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 would like to see the upcoming corporate actions su...

In the Stock Performance view, users can see all assets in their portfolio but cannot view the percentage weight each asset holds in the overall portf...

Add a fee column in the Excel file.

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

It would be very useful to show on the dashboard a graphical display of overall portfolio value over time. I cannot see how to find this - it should b...

Currently we can organize the portfolio based on different criterias on Allocations, and Rebalance based on the target allocations defined. We shou...

in the case of fraction stocks performance currently doesn´t allow to show the complete fraction , request to show the complete transaction quantity

In the Dividend Log, under Dividends tab: Add the ability to display dividend subtotals for each currency separately before converting and summing the...

Revise the cash account logic to show transactions like a bank statement. This will simplify the user experience and improve accuracy. i.e Stock pu...

Some countries tax only a portion of a dividend and then combine that taxable portion with other capital income before applying progressive brackets. ...

Add PDF downloads, Is there ability to download a PDF instead of excel. It makes more sense for presentation. Also,are the indices like Nairobi St...

It would be helpful if we could adjust the dates on the Net Worth Projection. As things stand by default the graph extends to 2080 or so which makes t...

If there is a provision to setup a category under sector, where we can move some of the stocks to see results of that category. It is important to see...

the benchmark could be based on a set of instruments with a % allocation for each. E.g. 20% iShares Global Aggregate Bond + 5% iShares Global Corp Bo...

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

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

It would be amazing if we could use stock screening criteria (e.g. P/E ratio less than 20, RSI below 40) and apply it retrospectively to try to fine t...

Being able to see different SMAs on the stock chart.

The broker sync functionality only import stocks (or equity in general) but does not import Options that we buy/sell in the broker. We should sync ...

Hello Is it possible to transfer funds between accounts? I am in the process of moving funds out of one brokerage account and I would like to move ...

In the UK Stocks and Shares ISA all gains are tax free. Zero Capital Gains and zero dividend tax . Add the ability to apply a different tax rule by p...

Earnings calendar with optional .ics Export or even calendar sync and selection of stocks in the list

Could a score be created to assess the security of a company's dividend? For example, something like this, by applying the following formula: Th...

Let investors classify each cash distribution as an ordinary dividend, a capital gain distribution, a return of capital, or interest. A single special...

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

The Portfolio Growth chart currently follows stock and ETF value, so an account focused on options can look flat even when its positions and profit or...

I am only able to successfully input and save up to 5 decimal places - Anything beyond this is either rounded up/down. To accurately track assets s...

We should have the ability to select combined portfolios in the Reports. Currently, we can only select single Portfolios (i.e Dividend Report) Rai...

When using Average Price as the cost basis method, the system should reset the average cost per share if a position has been completely sold and later...

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

It would be great to have an option to use some form of Multi Factor Authentication (MFA) to secure your account. What this means is that, in additio...

Add a YTD range to the mobile dashboard performance chart, showing results from the start of the current calendar year through today.

When importing from transactions (eg. exported from Interactive Brokers) the data typically contains the as-at-price and number of shares. There shoul...

"Dashboard" - https://www.allinvestview.com/dashboard/ "Manage Portfolio" - https://www.allinvestview.com/manage_portfolios/ The incorrect amount ...

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

Hi, When bulk importing new positions sometimes the system throws exceptions from the import. The platform allows you to remove those positions but ...

Record dated transfers between portfolios or custody locations, preserve the original acquisition history, and deduct network fees paid in units of th...

We need data at any point during the year which shows Capital Gains so far realised (partly to work out Capital Gains Tax - but also to plan for end o...

In the Tax Report, unrealised gains currently show the live unrealised P&L of open positions measured from original purchase price, regardless of the ...

Problem: In Germany capital gains taxes are withheld directly at the point of sale by the broker (Kapitalertragsteuer, Solidaritätszuschlag). The pro...

Currently, the portfolio metrics display the Internal Rate of Return (IRR) by default. While IRR is a great indicator of performance for long-term por...

Add a dedicated way to record standalone realized foreign-exchange gains or losses (for example from currency conversions), and include them in the Ca...

Currently WEBULL Canada and US are supported but NOT Australia, can this be added please

Add a new column in the "Stock Performance" section to display the currency conversion return for stocks where transactions involve a different curren...

As a crypto investor, I wanted to add cryptocurrencies to my portfolio but noticed there's currently no dedicated option for this. I had to add them a...

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

Automatically refresh prices and portfolio values shown on the dashboard at a regular interval while the page stays open, without interrupting what th...

We want to be able to add real estate assets with metrics and wealth calculations: FCF, IRR, mortgages, rental yield, etc.

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

Show projected and upcoming dividend income net of withholding and dividend tax, using the account's dividend tax rules, in the 12-month projection an...

Currently, users can set price alerts for individual stocks in their portfolio when prices go above or below a specified value. However, there is no o...

AIV doesn't allow adding assets from my country's stock exchange. I've added them as a custom asset. I would like the ability to upload price history ...

this could be reversing the font for the current date, or a different colour for the date etc etc eg

Allow a user to assign a different recipient email address to each individual or combined portfolio's weekly summary. Recipient confirmation and per-r...

Allow portfolio goal projections to model planned annual withdrawals alongside an assumed growth rate, showing the resulting balance over time for ind...

Please add in-app notifications to keep users updated on new platform features, especially for feature requests they submitted or voted on. Notificati...

Combined portfolios currently display in the account default currency. This request adds an optional display currency per combined portfolio, so a hou...

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

Add an export of the raw historical price series that powers the analytics calculations (Sharpe, Monte Carlo, correlations), as a CSV per portfolio or...

In Portugal, for tax calculations, we need to apply a currency depreciation coefficient based on the acquisition year and the selling year. Each year...

Hi, I attempted to bulk upload my IBKR transactions and got an error message that the asset IYRI could not be found - I am certain the symbol is c...

Add a financial discounted model to the stock details page using Discounted Cash Flow (DCF) analysis. This feature would provide users with a more com...

Custom assets should have an underlying base type of stock, bond, etf, mutial fund or fixed asset to enable better tracking of the asset. Since cus...

It would be nice to see what % is allocated to each share or ETF as a % of the total in the portfolio and have the ability to order on this. or is the...

The dividend tax rules page can already show the dividend rows a rule matches. Allow adjusting those rows directly from that list, without navigating ...

Currently, user-configured settings on the dashboard — such as selected time periods, toggles like “Include Realised Gains,” and other view preference...

If it is possible, I think will be usefull to have a view in the insighs secction that compare each indivual trade with bench you selected. Thanks a l...

Allow users to save their preferred settings — such as number of entries per page, active filters in screeners, default chart range (e.g., 5Y), and vi...

I generated an All Transaction Report (to try and figure out realised gains) for a period (financial year) and there is no column for Transaction Type...

P2P investments can be monitored using P2P Dash - https://p2pdash.com/ A specific link to import data from this app would be a plus!

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

Target allocations are currently set per category and subcategory. To give a single holding its own target today you have to create a subcategory just...

Show current fundamental metrics for holdings and watchlist stocks in one table, and let investors view how those metrics change over time.

Hi guys Please make it possible to make subcategories in allocations. It’s imperative to be able to split, for example, corporate bonds and govern...

Hi Im having registering cash transactions into my cash account. There are no issues when i dont select the check box of "Add as Cash Account" but ...

Hi, do you provide an api, so openclaw or other bots can interact with it?

I would like to have my wealth management department to manage the investments and funds of our clients so they can be able to look at their updates f...

Allow users to view the annualized money-weighted return (XIRR/TIR) for each broker represented within a portfolio, based on the broker assigned to ea...

There appears to be a discrepancy between GBX listings and their display on the platform. In some cases, they convert into GBP, while at other times, ...

I cannot find the following bonds CUSIP 90262Y760 06055HAB9 172967PM7 17327CBC6 172967KM2 260543DC4 26441CBT1 81369Y506 46090F100 48128BAQ4 ...

Add market-data coverage for the CGS Fullgoal Singapore Next 50 Active ETF, listed on SGX under ticker Q50 and traded in SGD.

Compare the performance of realized (closed) positions against open holdings, so investors who mix swing trading with buy and hold can see how each ap...

FX rate and stock denominated currency does not appear when selecting a different transaction currency from the stock currency in the stock details pa...

Add a per-portfolio option that automatically records a matching cash withdrawal for every dividend received, for investors who extract all dividend i...

As a long-term mutual fund investor, I would like the ability to track tax-deferred fund transfers within the platform, which are common in some juris...

So with the software autopopulating the dividends it would be helpful to have some sort of checkbox or something to mark as a confirmation that the di...

Let investors attach a factsheet or other document link to a holding and open it while reviewing the holding or comparing allocations. The link could ...

Apply a default franking percentage per holding automatically to new dividends, remember the last percentage used for each holding, and add a setting ...

Add a per-user compact display option that shows portfolio totals and large monetary summaries as whole numbers while preserving full stored and calcu...

In a combined portfolio, treat each underlying portfolio as an allocation bucket with its own target percentage, so you can define what share of the c...

Connect Moomoo Australia accounts directly for automatic sync. Today the Moomoo connection covers Moomoo US and Canada only; Australian accounts can b...

Allow manually associating already-owned shares (not acquired via a put assignment) with a Wheel Strategy cycle in the options tracker, so covered cal...

If I set a date range, it should remain unless I actively set it. Currently, everytime I navigate away from the main portfolio page and come back I ha...

Many UK investors build bond ladders using UK Gilts (eg TG27, TS27, TE28, T29, TS29, T30, T30I etc) and need to track regular dividends on these as a ...

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

Support user-defined NAV rules for dashboards and return calculations, for example: NAV = cash + market value of equities, excluding the market value ...

Add holding-level and portfolio-level analytics showing distance from 52-week highs and lows, distance from 50-day and 200-day moving averages, and th...

Conggratulations first, because you're doinf a very good job here, lot of good improvements in last months. Carry on! Will be good, I don't know if...

Since this is not an accounting platform many users may have a need to export data on a regular basis to accounting systems like Quickbooks. Dividend...

Portfolio X-Ray looks through a fund using the constituent list published for that exact listing. Some funds never publish one because they are wrappe...

Add searchable Nigerian Exchange listed equities with NGN pricing and daily market data updates across portfolio workflows.

Add the ability to filter the dashboard view by category so that users can see performance, allocations, and transactions only for assets in the selec...

Please add support for brokered CDs. These are fixed income. CDs that are bought/sold in a brokerage account.

When the transaction or holding get sync auto recognize Cash Secured Puts and track them under Put options.

Allow users to record dated positive or negative cost-basis adjustments against existing open lots without changing quantity, with proportional lot al...

Add a delta dollar value for every holding across the portfolios. This is a total value of delta including stock, puts, calls * underlying market valu...

Let users add currency pairs (against their base currency, or any two currencies) to the watchlist shown on the dashboard, with the current rate and t...

Add a user preference for the date display format (for example UK style DD/MM/YYYY) applied consistently across tables, reports and exports. Dates are...

Add the ability to display the total number of assets within the portfolio directly on the asset allocation graphs in the dashboard. For example, show...

Add optional constraints to the portfolio optimizer, such as maximum weight per holding or per sector and a minimum number of positions, so optimized ...

Last 4 or 5 used currency selection options to appear topmost in the currency selector dropdown. My assets are held in mainly 3 different currencies a...

I noticed that a Custom Assets has default values even though these fields were not available when adding a transaction of this asset type: Maturit...

Please support RSU (Restricted Stock Units) as an asset class. These are typically awarded to employees of High Tech Companies. Some important items ...

Can you please add automated pricing for WisdomTree Aluminium ETC (https://sg.finance.yahoo.com/quote/ALUM.L/)?

The ability to add fixed deposit (or term deposit) would be great. Currently, in the cash section, I cannot define a maturity and in the bond section,...

Add a year-by-year portfolio report that separates capital growth, dividend income, and Australian franking credits, with a chart, exportable data, an...

Expand Portfolio X-Ray and sector allocation coverage beyond currently supported ETFs to UK OEICs, unit trusts and listed investment trusts. Use relia...

Support bonds whose coupon resets against a benchmark (SOFR, Euribor, SONIA) plus a spread: enter the index and spread once, have each coupon period u...

Add New Zealand tax treatment for AllInvestView, so NZ investors get country-appropriate reporting for dividends, capital gains and foreign investment...

SEK and NOK are already available, but DKK is missing. Thanks.

Track interest-bearing cash held as part of a portfolio (savings, PIE and similar accounts) as an investment rather than a funding account: rate chang...

Add distribution-aware analytics for income portfolios. Risk and allocation metrics should use a consistent total-return basis that includes cash dist...

I tried creating a new portfolio with just custom assets but the dashboard kept reflecting dummy data. As a workaround, I added a stock/ETF asset a...

Add native CFD support, including stock and ETF CFDs from Interactive Brokers, with leveraged exposure, underlying-based valuation, daily financing co...

In the dashboard view, the Net Worth Projection graph is good, but every time, I have to adjust the parameters such as the growth rate. Would be good ...

Please add to Market Data: https://spotlightstockmarket.com/en/ Popular among Scandinavian investors.

Bring the bond and options risk information investors already use into the portfolio review in Analytics. For bonds, show value-weighted modified dura...

I would like AllInvestView to provide secure, read-only API or MCP access to a user's own portfolio data for use with external AI assistants such as C...

In Australia dividends can be franked (or unfranked). For franked dividends (in accordance of the proportion of dividends which are franked) the divi...

Custom assets, anything you track manually such as a private fund, a startup stake, a collectible, or an asset we do not list yet, currently show a ge...

The Options Dashboard can group some open multi-leg positions automatically, but closed strategies and legs with different expiries can still appear s...

CH0042630043 CH0002772397 iShares MSCI World CHF Hedged UCITS ETF (Acc) iShares MSCI EM UCITS ETF USD (Acc) look-through Is missing . Could you ...

Hi Rob! :) I want to be able to add crypto coins and track for CAD currency in a different portfolio from my existing USD currency ones. For exa...

Add Effective Tax rate % next to Net divididend Income in Dividend report

The ability to update my brokerage account assets to match my allinvestview assets since my assets are depositories on book entry so i can not actual...

Please allow users to choose the default Asset Allocation tab on the Dashboard (By Stock, By Category, By Asset, By Country, etc.). For portfolios con...

AJBell broker sync does not work. Just getting an error and can't connect to it.

Auto-sync with IG which is a major broker to allow consolidation of portfolios from different brokers.

I cannot find cryptocurrency Bitcoin. If possible would like the price in Euros

The Cash Account can estimate interest from a rate, but investors also need to enter the actual interest their broker paid. Record that payment as inc...

Allow the watch list to be manually sorted by dragging a ticker and the ability to have a few watch lists in the one portfolio

Is it possible to see a return page, where you can see Current value, Capital gain, realized profits, total profits for each invested stock?

SG1DB9000009 (Phillip SGX APAC Dividend Leaders REIT ETF / BYJ) is traded in SGD not in USD if I understand it correctly. The transaction requires the...

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

Let investors try a stock or ETF purchase or switch against their own portfolio without recording a real trade. Start from a stock detail or research ...

Track prices manually for several years and want to upload a historical dataset to correctly display valuations over time. -Scope: -Allow CSV uploa...

Add tax by selecting a divided from the calendar and adding the tax there and including the ability to edit if you make a date entry mistake

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

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

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

Track futures as contracts instead of ordinary share holdings. Record the contract multiplier, month and expiry, distinguish margin from the contract'...

AllInvestView currently operates exclusively in English, which limits accessibility for non-English speaking users. To provide a more inclusive and us...

Would be great to see a bar chart of portfolio return which can be broken to weekly, monthly or yearly. A profit bar above the line, or loss bar below...

Currently, the dashboard layout is fixed, with all users viewing the same predefined arrangement of metrics and visualizations. To improve user experi...

Request to enhance the bond and fixed income module by expanding the scope of bonds available and improving market data. Additionally, I'd like to see...

As a dividend investor I would like to be able to compare my total return (that would include the dividend) with Benchmarks. I would also like to be a...

Implement a feature to allow users to track expenses that are not directly tied to a specific stock or transaction but impact the overall portfolio's ...

Functionlaity for importing transactions from TradeRepublic Broker, and syncronization

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

Support for amortized bonds - Bonds with principal payments

It'll be great if easy update to the existing portfolio is feasible. A feature to update all holdings on a single page/tabular way would be great.

Hi, I would like to use my own currency, for example when buying shares, so that I can easily choose (eur/usd) and the like. I would also like to be a...

Bonds that price at par and only pay at the end (also known as bullet payment bonds). Note this is different from zero-coupon bonds.

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