Community Feature Requests

Is it possible to add a feature that automatically calculated automatically reinvested dividends? I have this for a number of holdings and without thi...

Enhance the handling of dividend withholding tax within the platform. Users will be provided with a customizable table to input the logic for taxati...

Currently the benchmark to compare your portfolio and historical returns is limited to a list of benchmarks. User should select any asset to use as b...

The current screener is very comprehensive and useful; however, it would be much more useful if users could save specific predefined templates, since ...

For etf add list of holdings with columns : symbole, name, isin, sector, location, exchange, pondération %, amount invest based on portfolio for this ...

Currently, the ability to load a portfolio and view the dashboard as of a specific past date is available. To enhance user experience, we should also ...

Hello It would be great if the platform allowed for the logging of short transactions be it equity or options positions. E.g. Sell to Open CSP o...

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

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

In the import page, we only have one currency. It would be good to see both currencies: the stock denominated currency and the transaction currency si...

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

Use Case: I want to quickly identify Long Term tax lots as candidate for potential sell. I do not want to have to look at everything and manually mak...

Add a fee column in the Excel file.

Currently the upcoming events card includes earnings and dividends for shares in the portfolio. We would like to see the upcoming corporate actions su...

In the Stock Performance view, users can see all assets in their portfolio but cannot view the percentage weight each asset holds in the overall portf...

In the Dividend Log, under Dividends tab: Add the ability to display dividend subtotals for each currency separately before converting and summing the...

Revise the cash account logic to show transactions like a bank statement. This will simplify the user experience and improve accuracy. i.e Stock pu...

Will be good to know the maximun portofolio drowdown and the drowdown duration. With the possibility to select the dates.

Would be Great to be able to Sync Revolut´s investment account and Crypto.com

It would be helpful if we could adjust the dates on the Net Worth Projection. As things stand by default the graph extends to 2080 or so which makes t...

Being able to see different SMAs on the stock chart.

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

This would be a Game changer. An all in one app where i could manage my both my Investments and my Financial day to Day.

The broker sync functionality only import stocks (or equity in general) but does not import Options that we buy/sell in the broker. We should sync ...

I am only able to successfully input and save up to 5 decimal places - Anything beyond this is either rounded up/down. To accurately track assets s...

Hi, When bulk importing new positions sometimes the system throws exceptions from the import. The platform allows you to remove those positions but ...

Add the 3 years and 2 years view to the graphs seccion

If there is a provision to setup a category under sector, where we can move some of the stocks to see results of that category. It is important to see...

Could a score be created to assess the security of a company's dividend? For example, something like this, by applying the following formula: Th...

Add a chart on the per-ticker stock detail page showing cumulative position P&L (or position value) over time, including option legs on the same under...

When importing from transactions (eg. exported from Interactive Brokers) the data typically contains the as-at-price and number of shares. There shoul...

We should have the ability to select combined portfolios in the Reports. Currently, we can only select single Portfolios (i.e Dividend Report) Rai...

Hello Is it possible to transfer funds between accounts? I am in the process of moving funds out of one brokerage account and I would like to move ...

We need data at any point during the year which shows Capital Gains so far realised (partly to work out Capital Gains Tax - but also to plan for end o...

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

It would be amazing if we could use stock screening criteria (e.g. P/E ratio less than 20, RSI below 40) and apply it retrospectively to try to fine t...

In trade activity seccion inside the graphic. Could be possible to have the buys in green and sells in red? Thanks in advanced.

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

Add a financial discounted model to the stock details page using Discounted Cash Flow (DCF) analysis. This feature would provide users with a more com...

Hi, I attempted to bulk upload my IBKR transactions and got an error message that the asset IYRI could not be found - I am certain the symbol is c...

It would be very useful to show on the dashboard a graphical display of overall portfolio value over time. I cannot see how to find this - it should b...

Currently, the portfolio metrics display the Internal Rate of Return (IRR) by default. While IRR is a great indicator of performance for long-term por...

Add PDF downloads, Is there ability to download a PDF instead of excel. It makes more sense for presentation. Also,are the indices like Nairobi St...

If it is possible, I think will be usefull to have a view in the insighs secction that compare each indivual trade with bench you selected. Thanks a l...

As a dividend investor, I would like to be able to see a graphic of my monthly historical dividends, a graphic with the historical dividends per stock...

this could be reversing the font for the current date, or a different colour for the date etc etc eg

When an ETF has a distribution type of accumulation the dividends are still being tracked as separate income.

Allow users to save their preferred settings — such as number of entries per page, active filters in screeners, default chart range (e.g., 5Y), and vi...

AIV doesn't allow adding assets from my country's stock exchange. I've added them as a custom asset. I would like the ability to upload price history ...

Earnings calendar with optional .ics Export or even calendar sync and selection of stocks in the list

Please add in-app notifications to keep users updated on new platform features, especially for feature requests they submitted or voted on. Notificati...

We want to be able to add real estate assets with metrics and wealth calculations: FCF, IRR, mortgages, rental yield, etc.

As a crypto investor, I wanted to add cryptocurrencies to my portfolio but noticed there's currently no dedicated option for this. I had to add them a...

Custom assets should have an underlying base type of stock, bond, etf, mutial fund or fixed asset to enable better tracking of the asset. Since cus...

Today every cash distribution captured into accounts_dividend lands in one bucket. ETFs that distribute realized capital gains (common for SMICHA and ...

Please add to Market Data: https://spotlightstockmarket.com/en/ Popular among Scandinavian investors.

Currently, user-configured settings on the dashboard — such as selected time periods, toggles like “Include Realised Gains,” and other view preference...

I noticed that a Custom Assets has default values even though these fields were not available when adding a transaction of this asset type: Maturit...

I tried creating a new portfolio with just custom assets but the dashboard kept reflecting dummy data. As a workaround, I added a stock/ETF asset a...

Please add support for brokered CDs. These are fixed income. CDs that are bought/sold in a brokerage account.

Please support RSU (Restricted Stock Units) as an asset class. These are typically awarded to employees of High Tech Companies. Some important items ...

Can you please add automated pricing for WisdomTree Aluminium ETC (https://sg.finance.yahoo.com/quote/ALUM.L/)?

SEK and NOK are already available, but DKK is missing. Thanks.

Add the ability to filter the dashboard view by category so that users can see performance, allocations, and transactions only for assets in the selec...

"Dashboard" - https://www.allinvestview.com/dashboard/ "Manage Portfolio" - https://www.allinvestview.com/manage_portfolios/ The incorrect amount ...

In the dashboard view, the Net Worth Projection graph is good, but every time, I have to adjust the parameters such as the growth rate. Would be good ...

I cannot find the following bonds CUSIP 90262Y760 06055HAB9 172967PM7 17327CBC6 172967KM2 260543DC4 26441CBT1 81369Y506 46090F100 48128BAQ4 ...

I generated an All Transaction Report (to try and figure out realised gains) for a period (financial year) and there is no column for Transaction Type...

There appears to be a discrepancy between GBX listings and their display on the platform. In some cases, they convert into GBP, while at other times, ...

It would be nice to see what % is allocated to each share or ETF as a % of the total in the portfolio and have the ability to order on this. or is the...

When using Average Price as the cost basis method, the system should reset the average cost per share if a position has been completely sold and later...

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

I would like to have my wealth management department to manage the investments and funds of our clients so they can be able to look at their updates f...

Hi Im having registering cash transactions into my cash account. There are no issues when i dont select the check box of "Add as Cash Account" but ...

Hi guys Please make it possible to make subcategories in allocations. It’s imperative to be able to split, for example, corporate bonds and govern...

FX rate and stock denominated currency does not appear when selecting a different transaction currency from the stock currency in the stock details pa...

Whilst some investments show up with an easily recognisable code (eg ERNS), others have no such code and instead appear with an unfamiliar identifier ...

Add a delta dollar value for every holding across the portfolios. This is a total value of delta including stock, puts, calls * underlying market valu...

If I set a date range, it should remain unless I actively set it. Currently, everytime I navigate away from the main portfolio page and come back I ha...

As a long-term mutual fund investor, I would like the ability to track tax-deferred fund transfers within the platform, which are common in some juris...

Hi, do you provide an api, so openclaw or other bots can interact with it?

Conggratulations first, because you're doinf a very good job here, lot of good improvements in last months. Carry on! Will be good, I don't know if...

Currently WEBULL Canada and US are supported but NOT Australia, can this be added please

Add a UI to manually group imported (or already-entered) option legs under a strategy label, so a user can say 'these two legs are my Bull Put Spread'...

Today CombinedPortfolio has no display-currency field. When a combined portfolio is the active scope, the dashboard and every downstream view falls ba...

Hi Rob! :) I want to be able to add crypto coins and track for CAD currency in a different portfolio from my existing USD currency ones. For exa...

In the UK Stocks and Shares ISA all gains are tax free. Zero Capital Gains and zero dividend tax . Add the ability to apply a different tax rule by p...

Portseido has RBC and TD by using some other connector, is it possible to add these additional connectors?

Auto-sync with IG which is a major broker to allow consolidation of portfolios from different brokers.

Allow the watch list to be manually sorted by dragging a ticker and the ability to have a few watch lists in the one portfolio

I cannot find cryptocurrency Bitcoin. If possible would like the price in Euros

The ability to update my brokerage account assets to match my allinvestview assets since my assets are depositories on book entry so i can not actual...

Add an optional factsheet / document URL field to fund holdings, so users can attach the official factsheet (or a self-hosted Dropbox/Drive copy) and ...

SG1DB9000009 (Phillip SGX APAC Dividend Leaders REIT ETF / BYJ) is traded in SGD not in USD if I understand it correctly. The transaction requires the...

In Australia dividends can be franked (or unfranked). For franked dividends (in accordance of the proportion of dividends which are franked) the divi...

Seems assets traded in Germany are not supported, e.g. WKN 847428

Add tax by selecting a divided from the calendar and adding the tax there and including the ability to edit if you make a date entry mistake

Track prices manually for several years and want to upload a historical dataset to correctly display valuations over time. -Scope: -Allow CSV uploa...

When using the rebalance tool for asset allocations if selling is enabled it tries to suggest selling closed positions.

The portfolio growth chart's time series (x-axis) is not equal.

Many UK investors build bond ladders using UK Gilts (eg TG27, TS27, TE28, T29, TS29, T30, T30I etc) and need to track regular dividends on these as a ...

Is it possible to see a return page, where you can see Current value, Capital gain, realized profits, total profits for each invested stock?

Currently, AllInvestView provides a responsive web app that can also be installed as a Progressive Web App (PWA) on mobile devices. However, to enhanc...

AllInvestView currently operates exclusively in English, which limits accessibility for non-English speaking users. To provide a more inclusive and us...

Would be great to see a bar chart of portfolio return which can be broken to weekly, monthly or yearly. A profit bar above the line, or loss bar below...

Currently, the dashboard layout is fixed, with all users viewing the same predefined arrangement of metrics and visualizations. To improve user experi...

Planned future development to incorporate options trading and option pricing strategies into the platform. This feature will enable users to diversify...

It would be great to have the ability to use both the virtual cash account and broker synchronization functionalities together. Currently, when broker...

Request to enhance the bond and fixed income module by expanding the scope of bonds available and improving market data. Additionally, I'd like to see...

As a dividend investor I would like to be able to compare my total return (that would include the dividend) with Benchmarks. I would also like to be a...

Currently we can organize the portfolio based on different criterias on Allocations, and Rebalance based on the target allocations defined. We shou...

in the case of fraction stocks performance currently doesn´t allow to show the complete fraction , request to show the complete transaction quantity

Currently, users can set price alerts for individual stocks in their portfolio when prices go above or below a specified value. However, there is no o...

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

Functionlaity for importing transactions from TradeRepublic Broker, and syncronization

Add a new column in the "Stock Performance" section to display the currency conversion return for stocks where transactions involve a different curren...

Implement a feature to allow users to track expenses that are not directly tied to a specific stock or transaction but impact the overall portfolio's ...

Add the ability to display the total number of assets within the portfolio directly on the asset allocation graphs in the dashboard. For example, show...

Support for amortized bonds - Bonds with principal payments

Hi, I would like to use my own currency, for example when buying shares, so that I can easily choose (eur/usd) and the like. I would also like to be a...

Since this is not an accounting platform many users may have a need to export data on a regular basis to accounting systems like Quickbooks. Dividend...

Bonds that price at par and only pay at the end (also known as bullet payment bonds). Note this is different from zero-coupon bonds.

Include quotes for the Jamaica Stock Exchange to Market Data https://www.jamstockex.com/listings/listed-companies/

It'll be great if easy update to the existing portfolio is feasible. A feature to update all holdings on a single page/tabular way would be great.