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"Dashboard" - https://www.allinvestview.com/dashboard/ "Manage Portfolio" - https://www.allinvestvi...
Under ReviewAIV doesn't allow adding assets from my country's stock exchange. I've added them as a custom asset....
PlannedI tried creating a new portfolio with just custom assets but the dashboard kept reflecting dummy dat...
CompletedI am familiar with how to use the new allocation feature as I was able to successfully set it up for...
CompletedI am only able to successfully input and save up to 5 decimal places - Anything beyond this is eithe...
In ProgressI am unable to find JMD in the "Currency" drop-down list for the asset type "Custom Asset"...
CompletedWill be good to have heatmaps with the annualized percentage. Thanks in advanced....
Under ReviewAdd the ability to display the total number of assets within the portfolio directly on the asset all...
Under ReviewIn the Dividend Log, under Dividends tab: Add the ability to display dividend subtotals for each cur...
Under ReviewThe upcoming events are only from the stocks in our portfolio, it would be good to include the stock...
Under ReviewCurrently, the portfolio metrics display the Internal Rate of Return (IRR) by default. While IRR is ...
Under ReviewWould be great to see a bar chart of portfolio return which can be broken to weekly, monthly or year...
PlannedFX rate and stock denominated currency does not appear when selecting a different transaction curren...
CompletedSupport for amortized bonds - Bonds with principal payments...
Under ReviewWhen importing from transactions (eg. exported from Interactive Brokers) the data typically contains...
CompletedIs it possible to see a return page, where you can see Current value, Capital gain, realized profits...
CompletedPlease add in-app notifications to keep users updated on new platform features, especially for featu...
CompletedCurrently the upcoming events card includes earnings and dividends for shares in the portfolio. We w...
CompletedAllInvestView currently operates exclusively in English, which limits accessibility for non-English ...
PlannedCurrently, AllInvestView provides a responsive web app that can also be installed as a Progressive W...
PlannedCurrently, the dashboard layout is fixed, with all users viewing the same predefined arrangement of ...
PlannedCurrently the benchmark to compare your portfolio and historical returns is limited to a list of ben...
In ProgressIt would be great to have the ability to use both the virtual cash account and broker synchronizatio...
PlannedCurrently we can organize the portfolio based on different criterias on Allocations, and Rebalance b...
PlannedHave the ability to search for stocks based on fundamental and technical metrics...
CompletedWhen a transaction is sold, it would be nice to gain or loss for that transaction....
CompletedIs it possible to add post market or pre market price under daily price daily%...
Under ReviewIt would be helpful if we could adjust the dates on the Net Worth Projection. As things stand by def...
CompletedIf there is a provision to setup a category under sector, where we can move some of the stocks to se...
In ProgressPlanned future development to incorporate options trading and option pricing strategies into the pla...
PlannedEnhance the handling of dividend withholding tax within the platform. Users will be provided with ...
In ProgressWe should have the ability to select combined portfolios in the Reports. Currently, we can only sel...
PlannedCurrently, the ability to load a portfolio and view the dashboard as of a specific past date is avai...
CompletedRevise the cash account logic to show transactions like a bank statement. This will simplify the us...
CompletedAdd a financial discounted model to the stock details page using Discounted Cash Flow (DCF) analysis...
PlannedRequest to enhance the bond and fixed income module by expanding the scope of bonds available and im...
PlannedSync the broker IB is not working, no trades are imported. This functionality is in beta mode by Sna...
Completed