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Portseido has RBC and TD by using some other connector, is it possible to add these additional conne...
Under ReviewWhen using the rebalance tool for asset allocations if selling is enabled it tries to suggest sellin...
Under ReviewWould be Great to be able to Sync Revolut´s investment account and Crypto.com...
Under ReviewThis would be a Game changer. An all in one app where i could manage my both my Investments and my...
Under ReviewIn 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 ReviewHello Is it possible to transfer funds between accounts? I am in the process of moving funds out ...
CompletedCustom assets should have an underlying base type of stock, bond, etf, mutial fund or fixed asset to...
Under ReviewCurrently, users can set price alerts for individual stocks in their portfolio when prices go above ...
PlannedImplement a feature to allow users to track expenses that are not directly tied to a specific stock ...
PlannedIs it possible to add a feature that automatically calculated automatically reinvested dividends? I ...
In ProgressAdd a new column in the "Stock Performance" section to display the currency conversion return for st...
PlannedIt'll be great if easy update to the existing portfolio is feasible. A feature to update all holding...
Plannedin the case of fraction stocks performance currently doesn´t allow to show the complete fraction , r...
PlannedHi Rob! :) I want to be able to add crypto coins and track for CAD currency in a different portfo...
CompletedHi, When bulk importing new positions sometimes the system throws exceptions from the import. The ...
In ProgressInclude quotes for the Jamaica Stock Exchange to Market Data https://www.jamstockex.com/listings/...
PlannedSince this is not an accounting platform many users may have a need to export data on a regular basi...
PlannedBonds that price at par and only pay at the end (also known as bullet payment bonds). Note this is d...
PlannedFunctionlaity for importing transactions from TradeRepublic Broker, and syncronization...
PlannedIn the Stock Performance view, users can see all assets in their portfolio but cannot view the perce...
In ProgressWill be good to know the maximun portofolio drowdown and the drowdown duration. With the possibility...
In ProgressHello It would be great if the platform allowed for the logging of short transactions be it equit...
In ProgressIn the import page, we only have one currency. It would be good to see both currencies: the stock de...
In ProgressI noticed that a Custom Assets has default values even though these fields were not available when a...
In Progress"Dashboard" - https://www.allinvestview.com/dashboard/ "Manage Portfolio" - https://www.allinvestvi...
In ProgressAIV 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....
CompletedAdd the ability to display the total number of assets within the portfolio directly on the asset all...
PlannedIn the Dividend Log, under Dividends tab: Add the ability to display dividend subtotals for each cur...
In ProgressThe upcoming events are only from the stocks in our portfolio, it would be good to include the stock...
PlannedCurrently, the portfolio metrics display the Internal Rate of Return (IRR) by default. While IRR is ...
CompletedWould 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...
CompletedWhen 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%...
PlannedIt 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...
CompletedCurrently, 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