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...

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

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

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....

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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...

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

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

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

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

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

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

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

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

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

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

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