Extend InvMon to allow for forecasting and to visualize various future asset development scenarios: Allow to enter expected future account changes (absolute value or deltas). Allow to define recurring future value changes for accounts. Allow to enter a new tax position type that can forecast expected future tax liabilities (supporting recurring fixed amounts or calculated amounts based on percentages). Allow to select from pre-set tax percentage regression models or to define custom ones. Allow to associate above input with one or more named scenarios and freely switch between them. Extend the dashboard chart’s time axis into the future by a configurable number of months or years. Calculate future chart data according to the input from the bullet points above.
Create a trade execution in InvMon by simply pasting a trade confirmation in text format (e.g. obtained through an order confirmation e-mail or via text-copy from an application). Given the clipboard text, InvMon will contact an LLM to determine the size, execution price and currency of the transaction and then create a trade execution record in InvMon.
Up-vote this ticket and possibly leave a comment if you are a professional investor and would like to use InvMon to support your business. Let us know of particular features that might be interesting for you in this context.
InvMon supports a big range of security symbols of the types stocks, ETFs, currencies, cryptocurrencies and options (options only for IB accounts). In rare cases, a particular security symbol may be missing. This ticket can be used to add requests to include any additional symbols. We’ll include them in the future if possible.
The currently supported instrument types include: stocks and ETFs currencies cryptocurrencies options (IB) and for IB, only via portfolio synchronization, bonds, funds and futures. Consider extending this lists, allowing to create new candidate/watchlist entries for instruments of type: bonds funds futures, warrants and other derivatives Background: bonds, funds and futures can currently only be tracked using Custom Instrument entries, which is sub-optimal for any instrument type for which current market data can be obtained.
Add an import feature for Yahoo portfolios (and possibly portfolios of other providers/brokers)
Detect and notify about (and possible import) corporate events like dividends and splits of instruments held in a portfolio.
Implement a general undo feature for actions (entries in the action log), effectively allowing to undo any action performed by the user in InvMon. (Current undo feature is limited to undoing text changes in text input boxes)
Consider implementing the following features: Introduce a general data panel to CSV/Excel export feature. Support exporting performance sheets as PDF. Support exporting charts as PDF and/or PNG. Possibly provide direct printing functionality for charts, performance sheets and data panels.
Currently, the set of asset and liability types that can be chosen from and set on a value position is fixed. The goal of this feature is to provide an editor for the existing types and also allow to add new custom types. The new UI to support this should also provide options to sort the order of entries and possibly to hide unwanted options. Extend chart data break-down options as necessary to support any new asset types.
Introduce interactive dragging of targets for instruments, portfolios Introduce Locking of instruments and portfolios Consider allowing interactive dragging of Portfolio Group target exposure (how to integrate in current UI?) Consider implementing a solution that can be implemented without introducing too much UI overhead:
Most data panels (tables) in InvMon support automatic filtering / drill-down of entries based on the current selection. Consider adding additional filtering features (e.g. by text search). Add support for table sorting by column
At the moment, historic time-series charts, as well as the cumulative values shown in the performance sheets, always include the complete data history recorded in InvMon. Provide a way for users to specify a specific time period (from date / to date) for the above two use-cases.