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...
Founder Team
allinvestview
Jul 20, 2024
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.
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 ?
Founder Team
allinvestview
Jul 20, 2024
A: Yes, the import tool is available for all users including Tier 2. Happy investing!
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?
Founder Team
allinvestview
May 31, 2024
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)
Q: How exactly can I add specific crypto coins like TON, WIFDOG, etc?
Founder Team
allinvestview
May 15, 2024
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...
Founder Team
allinvestview
May 15, 2024
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,...
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...
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...
Share AllInvestView
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!
Share AllInvestView
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...
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,...
Share AllInvestView