Support Forecasting Scenarios

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.

Interactive Re-Balancing

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:

Custom Time-Periods for Performance Sheets & Charts

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.

Extend InvMon to Cater for Financial Advisors

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.

Support Custom Asset Types

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.

AI Powered Import of Order Confirmations

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.

Support Additional Security Symbols

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.

Extend Instrument Types

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.

Import Yahoo Portfolio

Add an import feature for Yahoo portfolios (and possibly portfolios of other providers/brokers)

Auto Import Corporate Events

Detect and notify about (and possible import) corporate events like dividends and splits of instruments held in a portfolio.

Add option for base currency in performance charts (is account currency)

Offer a one-time-payment option for InvMon

InvMon’s current price model is subscription based. You can upvote or comment on this feature request if InvMon should have a one-time-payment option, so customers can pay once to get a perpetual license key with no expiration. To upvote or comment here, you’ll have to sign up. If you don’t want to sign up, you can let us know per e-mail to support@invmon.com. Thank you for your feedback!

Check License Key Online

Implement a feature that will automatically check the validity of the current license subscription online (eliminating the need to copy the current license key into the Manage Subscription text field).

Hide/Show Instruments

Consider adding a feature allowing to hide (and re-show) instrument monitors of the watchlist panel. Background: currently, instrument monitors can be deleted. However, this also deletes associated transactions and performance data. There is currently no way to hide an instrument while retaining its performance impact on the portfolio.

Support For Multiple Selections

Allow for multiple selections (and actions performed on them). This includes, but is not limited to: Select and drag and drop multiple Value Positions Select and move multiple instrument monitors Select and delete multiple transactions

Fix issue with cursor keys in Instrument Panels on the Mac

Cursor key scrolling doesn’t work for Instrument Panels on the Mac.

Info tool-tip appears with wrong colors (dark theme on Mac)

Enable entering of historic balances for provider accounts (IB)

This is important if you want to start your tracking at a certain time in the past. Entering past values for value positions is easy, but to have consistent historic total asset value over all accounts you need to be able to enter historic account balances for provider accounts as well.

Don't create instruction entries for instructions with no changes

Fix Swing setFocus (only if Window has focus)