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Bug: Incorrect Amount Under "Manage Portfolio" But "Dashboard" Reflects Correct Amount

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

Under Review
0 Votes
Ability to upload price history for custom assets

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

Planned
0 Votes
Unable To Create New Portfolio With Just Custom Asset Type

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

Completed
1 Votes
Custom Asset Type - New Allocation Disappears

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

Completed
2 Votes
Numerical Fields (Quantity) - 8 Decimal Places

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

In Progress
1 Votes
JMD Currency - Not Listed Under Custom Asset

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

Completed
1 Votes
[HeatMap] - Week, Month, Year

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

Under Review
0 Votes
Display Number of Assets in Asset Allocation Graph

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

Under Review
0 Votes
Dividend Log Currency Subtotals

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

Under Review
0 Votes
Include Upcoming events also from stocks in the watchlist

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

Under Review
1 Votes
Option to Display Simple Return or IRR in Portfolio Metrics

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

Under Review
0 Votes
Portfolio return

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

Planned
1 Votes
FX rate does not appear when selecting a different transaction currency in the stock details

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

Completed
1 Votes
Support for amortized bonds

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

Under Review
1 Votes
Imports to take historical stock split into consideration

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

Completed
2 Votes
Return Tab

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

Completed
0 Votes
In-App Notifications for Platform Updates & Feature Requests

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

Completed
2 Votes
Add Upcoming corporate actions in the Upcoming events card

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

Completed
4 Votes
Multilingual Support for AllInvestView

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

Planned
4 Votes
Mobile App Development

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

Planned
4 Votes
Ability to Customize Dashboard Layout

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

Planned
4 Votes
Ability to select any benchmark

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

In Progress
3 Votes
Syncing Cash Account with Broker Balance

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

Planned
2 Votes
Ability to have Allocations & Rebalance also for Combined Portfolios

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

Planned
2 Votes
Add Stock screener in dashboard

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

Completed
5 Votes
Transaction details

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

Completed
4 Votes
Post Market price

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

Under Review
0 Votes
Adjust Parameters of Net Worth Projection

It would be helpful if we could adjust the dates on the Net Worth Projection. As things stand by def...

Completed
4 Votes
Asset Allocation

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

In Progress
2 Votes
Option Trades and Pricing Strategies

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

Planned
3 Votes
Add Customizable Dividend Withholding Tax Calculation

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

In Progress
4 Votes
Ability to select combined portfolios in the Reports

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

Planned
2 Votes
Ability to load the dashboard as of a period

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

Completed
6 Votes
Improve Cash Account functionality

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

Completed
3 Votes
Add a financial discounted model to the stock details

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

Planned
0 Votes
Improve Bond & Fixed Income module

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

Planned
5 Votes
Interactive Broker syncronization not importing

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

Completed
4 Votes