A glimpse into the exciting features and enhancements we're crafting for your future experience.
Completed - September 01, 2023
CSV import enables automated transaction uploads using CSV files for automatic and ease of data entry.
Completed - October 10, 2023
Streamline bond investment with a suite of tools for pricing, management, and metrics visualization, coupled with a comprehensive bond database and detailed coupon flow charts.
Completed - October 05, 2023
Portfolio analysis tools introduced, including risk-return optimization, correlation matrix, and allocation strategies.
Completed - October 01, 2023
Dashboard now features direct stock searches, facilitating quicker access to stock details directly from the portfolio interface..
Completed - October 20, 2023
Users can now view a combined summary of their entire portfolio value with the option to examine single or aggregated portfolio details within the Dashboard.
Completed - November 08, 2023
Enhancing portfolio visualization to display allocations by asset type, sector, geography, and broker, including a drill-down feature for detailed analysis.
Completed - November 20, 2023
Adding allocations to each holding allows the user to customize, optimize and display the allocation of each category (e.g categorizing as "Bond" to individual bonds, bond funds, etc allows to better track and rebalance the allocation to bonds).
Completed - December 28, 2023
Introducing a dedicated watchlist feature, directly accessible from the dashboard. This new functionality will allow users to easily track and analyze stocks of interest without needing to create a separate portfolio. This streamlined approach will offer a more efficient and user-friendly experience for monitoring potential investment opportunities.
Completed - January 15, 2025
Developing comprehensive dividend tools including charts, yield calculations, historical data tracking, and a dividend calendar.
Completed - February 20, 2024
Introducing the capability to include and manage a diverse range of custom assets within the portfolio. Also add and maintain a history of market values for each custom asset transaction to track and visualize the current value and performance over time directly on the dashboard.
Completed - April 20, 2024
CSV import for automatic entry from different brokers, apps or free format files. For all asset classes, including bonds, also allowing to easily enter bonds that are not currently in our database.
Completed - April 25, 2024
Tool to easily explore the dividends received and expected to be received in the future for the user (including projection of future dividends).
Completed - April 27, 2024
Include a Help page with best practices on how to use the platform and short videos with tutorials of how best to use AIV.
Completed - May 15, 2024
Precise portfolio asset allocation adjustments and strategic rebalancing based on personal investment goals and recommendation based on current stock price. Includes functionality for regular portfolio reviews to maintain target asset allocation.
Completed - May 27, 2024
Planned enhancement to provide users with the option to receive notifications about dividends and custom price changes directly through Email.
Completed - June 10, 2024
Added the possibility to toggle between realized and unrealized for Portfolio Growth, Annual Returns and Portfolio Returns charts.
Completed - July 17, 2024
Handle selling of transactions per portfolio using different liquidation modes. Functionality available for the Tax Report.
In Progress - Expected completion date July 25 2024
Support broker synchronizations for automatic import of transactions.
Currently Under Development
Working to upgrade our market data sources to increase the scope and provide better and broader bond pricing, international upcoming dividend information, and real-time stock prices.
In Development
Introducing features to account for foreign exchange rates in trade tracking to measure performance accurately in multi-currency portfolios.
Currently Under Development
Improve the Asset Allocations per Sector & Country to include the percentage of the ETF's assets that are invested in each country/sector.
Currently Under Development
Tool to easily explore the stocks in the market that have recently paid or will pay soon dividends. This feature is already available for user's stocks.
In Progress - Expected completion date TBD
Add the ability to perform What-If analyses and simulate hypothetical scenarios directly in the Dashboard. Additionally, provide the option to view the Dashboard as of a past date.
Planned - Completion Timing To Be Determined
Upcoming features designed to simplify and assist with tax reporting.
Planned - Completion Timing To Be Determined
Proposed social features to foster community engagement, share and search public user portfolios, and share valuable investment insights.
Planned - Completion Timing To Be Determined
Advanced search tools to identify and evaluate stocks with strong value propositions.
In Progress - Expected completion date TBD
Handle cash accounts for all portfolios.
Planned - Completion Timing To Be Determined
Future integration of financial statements, balance sheet insights, and DCF valuation metrics for a deeper investment analysis.
Upcoming - Completion Timing To Be Determined
Upcoming enhancement to include inflation tracking, enabling users to view real after-inflation returns on investments.
Upcoming - Completion Timing To Be Determined
Include an after-tax returns calculation feature. This will allow investors to assess the net profitability of their investments, considering tax implications. The feature is designed to provide a more accurate and realistic view of investment performance, taking into account various tax rates and regulations.
Upcoming - Completion Timing To Be Determined
Planned future development to incorporate options trading and option pricing strategies into the platform. This feature will enable users to diversify their investment strategies with options, providing tools for sophisticated option trade analysis, pricing strategies, and risk assessment.
Under discussion
Initiative to allow trading directly from AIV platform using Write rights access from synced broker.
Under discussion
Future initiative to develop a mobile application, offering a seamless and convenient experience for users on-the-go. This development will focus on bringing the full functionality of our platform to a mobile APP in Google Play/Apple Store.
Have a feature you'd love to see? Let us know by filling out the form below!