Hi there, thank you for making this deal available. As I'm navigating the platform, I've noticed discrepancies in historical closing prices, especially with the stock Williams-Sonoma, Inc. (WSM) compared to Yahoo Finance or TradingView. Could this be due to a recent stock split? How should we address this when inputting historical trade data, and does it affect other calculations within the platform that would be mindful of?
Thank you for the custom asset feature. How should I record the most recent market value assessment so I can visually see the value and compare it with the acquisition value? I would like to plan to invest in tax deeds, personal notes, and similar instruments. I want to fully utilize the custom asset feature and track the value fluctuations for these assets manually or hopefully also see how they might be incorporated with the view of their performance on the analytics page.
Upon examining the roadmap, it appears that I can use a trade journal to record notes on trades or missed opportunities, schedule follow-ups, develop options strategies, and perform overall portfolio planning by simulating hypothetical scenarios to enhance my risk management. Am I understanding this correctly?
Also, I must applaud you for the prompt implementation of new features. My most anticipated feature is the Option Trades and Pricing Strategies, that's a game changer given the void in other platforms.
Thanks again for taking the time to review my questions.
A: Thanks for pointing the issue with WSM, there was a bug in the algorithm when importing the stock split. We have just fixed the algorithm and fixed the market data. Note the prices will include the stock split once it's added and a synthetic trade can be automatically created to account for the stock split, you can check the corporate action page.
We've enhanced the custom asset feature to meet your requirements. You can now add and maintain a history of market values for each custom asset transaction. This allows you to track and visualize the current value and performance over time directly on the dashboard in the "Stock Performance" table. You can handle the history directly on the dashboard by clicking the Custom Asset or on the Transactions page.
You are right! we are also very happy to hear suggestions and make the platform customizable for each user (by implementing new requested features quick). For example, what would you like to have for simulating hypothetical scenarios?
We'll try to prioritize the dev on Options, although it will take some time as it's a big development.
haven’t tested yet but I like it . With tier 2 will it allow me to auto import trade details for my clients if needed ? Manually updating is cumbersome . What brokers have you Integrated for USA, Canada and India ?
Could you respond to my queries on point ? I did not understand your response. I asked (1) With tier 2 will it allow me to auto import trade details for my clients if needed ? Manually updating is cumbersome . (2) What brokers have you Integrated for USA, Canada and India ?
Hi! Apologies I missed your message. Yes, Tier 2 allows you to auto import. Also, we have implemented so far brokers from USA, Canada and Europe, we are planning to integrate more brokers also taking into account the user needs. Please let us know if there is any broker that you would like integration too. Cheers
Q: Hello,
I noticed your mention of text analytics for taxes.
Could this feature generate a tax report for my cryptocurrency holdings for my tax declaration? Also, does it support the German tax declaration process, including adherence to the one-year holding period where taxes are due if cashed out within that timeframe?
A: Hi! Indeed, we are working to create a tax tool that is extensive and flexible enough to support many use cases, including generating tax reports for cryptocurrency holdings. For now, it only supports average price / LIFO / FIFO reporting for the tax year of your choice. This will improve further in the future (free and accessible for all current appsumo subscribers)
A: Hi! You can find the cryptocurrencies by adding the currency after the name: i.e TONUSD You can find more info in: https://www.allinvestview.com/help/
What do you mean by 200 equities and 200 bonds, so I can choose any number of Bond and Equities and look at their past performance, if yes which markets do you cater to. I live in USA so are you US markets covered and if yes at what level, for example municipal bonds.
2. What do you mean by 30+ year performance tracking and advance rebalncing?
3. What do you mean by advance analytics and unlimited transactions? Can I buy and sell assets like Robindhood on this platform?
4. How are your stock insights different from publicly available information?
5. Where are you based, team size and years in business?
6. What about options? Is there any education, simulator included?
A: Hi! Thank you for reaching out with your questions! I’m happy to clarify:
Holdings and Market Coverage: Initially, we had a limit of 200 distinct equities and 200 bonds per account, but this limit has now been removed, allowing you to hold an unlimited number of stocks and bonds. Our platform supports global market data. If you hold any equity or bond that you cannot find on AllInvestView, please let us know, and we will do our best to add it. Regarding bond market data, we are still negotiating with market data vendors for comprehensive bond market data, including municipal bonds, so our current coverage is still limited.
30+ Year Performance Tracking and Advanced Rebalancing: This feature allows you to track the historical performance of your portfolio for over 30 years, in the Portfolio Growth, Portfolio Returns and Annual Returns charts. Advanced rebalancing tools help you maintain your desired asset allocation by automatically adjusting your portfolio based on your preferences.
Advanced Analytics and Unlimited Transactions: Our platform offers detailed analytics tools to help you understand market trends and portfolio performance, as well as powerful statistical tools like efficient frontier or correlation matrix. While we provide unlimited tracking and analysis of transactions, currently we do not facilitate the direct buying and selling of assets like Robinhood. Instead, our platform is designed for portfolio management and analysis. Nonetheless, trading by automatically connecting with your broker is a functionality that is planned on our roadmap.
Stock Insights: Our stock insights are enhanced by proprietary analytics and algorithms, which is based on publicly available information. This is a feature that's still ongoing.
Company Information: We are based in Europe, with a dedicated team of 2 professionals. AllInvestView is recently launched but it has been developed for 2 years.
Options and Educational Tools: Currently, we do not support options trading, but it's also a functionality on our roadmap, as well as education resources.
For our roadmap, check out: https://www.allinvestview.com/roadmap/
Note that to thank our early adopters, users that buys through LDT in Appsumo gets all the new features developed in the future as well free of cost.
Q: Clarity on data and functionality.
Hi there, thank you for making this deal available. As I'm navigating the platform, I've noticed discrepancies in historical closing prices, especially with the stock Williams-Sonoma, Inc. (WSM) compared to Yahoo Finance or TradingView. Could this be due to a recent stock split? How should we address this when inputting historical trade data, and does it affect other calculations within the platform that would be mindful of?
Thank you for the custom asset feature. How should I record the most recent market value assessment so I can visually see the value and compare it with the acquisition value? I would like to plan to invest in tax deeds, personal notes, and similar instruments. I want to fully utilize the custom asset feature and track the value fluctuations for these assets manually or hopefully also see how they might be incorporated with the view of their performance on the analytics page.
Upon examining the roadmap, it appears that I can use a trade journal to record notes on trades or missed opportunities, schedule follow-ups, develop options strategies, and perform overall portfolio planning by simulating hypothetical scenarios to enhance my risk management. Am I understanding this correctly?
Also, I must applaud you for the prompt implementation of new features. My most anticipated feature is the Option Trades and Pricing Strategies, that's a game changer given the void in other platforms.
Thanks again for taking the time to review my questions.
allinvestview
Jul 20, 2024A: Thanks for pointing the issue with WSM, there was a bug in the algorithm when importing the stock split. We have just fixed the algorithm and fixed the market data.
Note the prices will include the stock split once it's added and a synthetic trade can be automatically created to account for the stock split, you can check the corporate action page.
We've enhanced the custom asset feature to meet your requirements. You can now add and maintain a history of market values for each custom asset transaction. This allows you to track and visualize the current value and performance over time directly on the dashboard in the "Stock Performance" table.
You can handle the history directly on the dashboard by clicking the Custom Asset or on the Transactions page.
You are right! we are also very happy to hear suggestions and make the platform customizable for each user (by implementing new requested features quick).
For example, what would you like to have for simulating hypothetical scenarios?
We'll try to prioritize the dev on Options, although it will take some time as it's a big development.
Happy to hear your comments!
Warm regards,
Rob
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Q: Hell team, Your tool looks promising.
haven’t tested yet but I like it . With tier 2 will it allow me to auto import trade details for my clients if needed ? Manually updating is cumbersome . What brokers have you Integrated for USA, Canada and India ?
allinvestview
Jul 20, 2024A: Yes, the import tool is available for all users including Tier 2.
Happy investing!
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Verified purchaser
Could you respond to my queries on point ? I did not understand your response. I asked (1) With tier 2 will it allow me to auto import trade details for my clients if needed ? Manually updating is cumbersome . (2) What brokers have you Integrated for USA, Canada and India ?
Hi! Apologies I missed your message. Yes, Tier 2 allows you to auto import. Also, we have implemented so far brokers from USA, Canada and Europe, we are planning to integrate more brokers also taking into account the user needs. Please let us know if there is any broker that you would like integration too. Cheers
Q: Hello, I noticed your mention of text analytics for taxes.
Could this feature generate a tax report for my cryptocurrency holdings for my tax declaration? Also, does it support the German tax declaration process, including adherence to the one-year holding period where taxes are due if cashed out within that timeframe?
allinvestview
May 31, 2024A: Hi!
Indeed, we are working to create a tax tool that is extensive and flexible enough to support many use cases, including generating tax reports for cryptocurrency holdings.
For now, it only supports average price / LIFO / FIFO reporting for the tax year of your choice. This will improve further in the future (free and accessible for all current appsumo subscribers)
Share AllInvestView
Q: How exactly can I add specific crypto coins like TON, WIFDOG, etc?
allinvestview
May 15, 2024A: Hi! You can find the cryptocurrencies by adding the currency after the name: i.e TONUSD
You can find more info in:
https://www.allinvestview.com/help/
Share AllInvestView
Q: Hello, 1.
What do you mean by 200 equities and 200 bonds, so I can choose any number of Bond and Equities and look at their past performance, if yes which markets do you cater to. I live in USA so are you US markets covered and if yes at what level, for example municipal bonds.
2. What do you mean by 30+ year performance tracking and advance rebalncing?
3. What do you mean by advance analytics and unlimited transactions? Can I buy and sell assets like Robindhood on this platform?
4. How are your stock insights different from publicly available information?
5. Where are you based, team size and years in business?
6. What about options? Is there any education, simulator included?
Thanks
allinvestview
May 15, 2024A: Hi!
Thank you for reaching out with your questions! I’m happy to clarify:
Holdings and Market Coverage: Initially, we had a limit of 200 distinct equities and 200 bonds per account, but this limit has now been removed, allowing you to hold an unlimited number of stocks and bonds. Our platform supports global market data. If you hold any equity or bond that you cannot find on AllInvestView, please let us know, and we will do our best to add it. Regarding bond market data, we are still negotiating with market data vendors for comprehensive bond market data, including municipal bonds, so our current coverage is still limited.
30+ Year Performance Tracking and Advanced Rebalancing: This feature allows you to track the historical performance of your portfolio for over 30 years, in the Portfolio Growth, Portfolio Returns and Annual Returns charts. Advanced rebalancing tools help you maintain your desired asset allocation by automatically adjusting your portfolio based on your preferences.
Advanced Analytics and Unlimited Transactions: Our platform offers detailed analytics tools to help you understand market trends and portfolio performance, as well as powerful statistical tools like efficient frontier or correlation matrix. While we provide unlimited tracking and analysis of transactions, currently we do not facilitate the direct buying and selling of assets like Robinhood. Instead, our platform is designed for portfolio management and analysis. Nonetheless, trading by automatically connecting with your broker is a functionality that is planned on our roadmap.
Stock Insights: Our stock insights are enhanced by proprietary analytics and algorithms, which is based on publicly available information. This is a feature that's still ongoing.
Company Information: We are based in Europe, with a dedicated team of 2 professionals. AllInvestView is recently launched but it has been developed for 2 years.
Options and Educational Tools: Currently, we do not support options trading, but it's also a functionality on our roadmap, as well as education resources.
For our roadmap, check out:
https://www.allinvestview.com/roadmap/
Note that to thank our early adopters, users that buys through LDT in Appsumo gets all the new features developed in the future as well free of cost.
Share AllInvestView