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.
Cost / License
- Freemium (Subscription)
- Proprietary
Application type
Platforms
- Online
- Software as a Service (SaaS)
Features
Properties
- Privacy focused
Features
- Support for multiple currencies
- Cash Flow Analysis
- Currency Conversion
- Import CSV Data
- No Coding Required
- Cloud Sync
- Dark Mode
- Ad-free
- Investment Tracking
AllInvestView News & Activities
Recent activities
Swalance added AllInvestView as alternative to Swalance
cwfms added AllInvestView as alternative to CWFMS
OpenAll added AllInvestView as alternative to CompoundVision
Traders_Union added AllInvestView as alternative to Traders Union Widgets
ThomasTrackinV added AllInvestView as alternative to TrackinV
espinozahg added AllInvestView as alternative to MarketMonk
CitizenJ added AllInvestView as alternative to Tukhe
Danilo_Venom added AllInvestView as alternative to CryptoJournal.Wpf
Aleh added AllInvestView as alternative to FXRadar – AI Live Financial News Hub
greenline-sam added AllInvestView as alternative to Greenline
AllInvestView information
Developed by
AllInvestViewLicensing
Proprietary and Freemium product.Pricing
Subscription ranging between $5 and $15 per month + free version with limited functionality.Alternatives
52 alternatives listedSupported Languages
- English
AlternativeTo Category
Business & Commerce
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.