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AllInvestView icon

AllInvestView

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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

License model

  • FreemiumProprietary

Application type

Platforms

  • Online
  • Software as a Service (SaaS)
5 / 5 Avg rating (1)
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Features

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Properties

  1.  Privacy focused

Features

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

    39 alternatives listed
  • Supported Languages

    • English

AlternativeTo Category

Business & Commerce

Our users have written 0 comments and reviews about AllInvestView, and it has gotten 1 likes

AllInvestView was added to AlternativeTo by AllInvestView Platform on Oct 26, 2023 and this page was last updated Feb 8, 2024.
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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.

Official Links