AllInvestView icon
AllInvestView icon

AllInvestView

AllInvestView is a web platform to track your investments in a single place that can handle many assets and provide useful insights in a user friendly dashboard.

AIV

Cost / License

  • Freemium (Subscription)
  • Proprietary

Application type

Platforms

  • Online
  • Software as a Service (SaaS)
Assets
Bond Calculator
+5
Dashboard
Alternatives  
2likes
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Features

Properties

  1.  Privacy focused

Features

  1.  Support for multiple currencies
  2.  Cash Flow Analysis
  3.  Currency Conversion
  4.  Import CSV Data
  5.  No Coding Required
  6.  Cloud Sync
  7.  Dark Mode
  8.  Ad-free
  9.  Investment Tracking

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AllInvestView information

  • Developed by

    AllInvestView

  • Licensing

    Proprietary and Freemium product.

  • Pricing

    Subscription ranging between $5 and $15 per month + free version with limited functionality.

  • Alternatives

    60 alternatives listed

  • Badge

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  • Supported Languages

    • English

AlternativeTo Category

Business & Commerce

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What is AllInvestView?

AllInvestView is a web platform to track your investments in a single place that can handle many assets and provide useful insights in a user friendly dashboard. Managing your investment like the pros. Here's a quick rundown of AllInvestView features:

One Unified Dashboard: All your investments displayed on one simple screen with friendly graphs and metrics to track your performance easily (i.e historical performance chart, annual returns, IRR, daily P&L, allocation by country, industry, asset, broker..., dividend management graphs, advanced analytics such as efficient frontier, correlation matrix, and much more!)

Multiple Portfolios: you can create as many portfolio as strategies you have and track them separately or test new ideas.

Support for Many Assets: Bonds, ETFs, stocks, funds, cryptocurrencies - you name it.

Bond Features: An advanced bond calculator and management tools to help you track individual bonds such as bond ladder graphs, weighted yield to maturity, portfolio duration, coupon tracking, etc.

Booking System: A simple ticketing system that allows to view all details of each transaction at any time. Currently we have a nice manual booking system and Automatic CSV import.

Automatic Dividends and Corporate Actions: Your dividends and Corporate Actions (e.g Splits) are automatically added to your portfolio and you can easily track them. You can also track your historical and upcoming dividends in nice charts. Nice dividend features are coming next too.