AllInvestView Reviews & Ratings

AllInvestView

5.0 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 1 Rating

Total 5 out of 5 stars
ease 5 out of 5 stars
features 4 out of 5 stars
design 4 out of 5 stars
support 5 out of 5 stars

Alternatives to Consider

  • Sharesight Reviews & Ratings
    4.0 out of 5 stars 566 Ratings
    Company Website for Sharesight
  • Planview Portfolios Reviews & Ratings
    4.2 out of 5 stars 200 Ratings
    Company Website for Planview Portfolios
  • Monarch Money Reviews & Ratings
    4.9 out of 5 stars 139,855 Ratings
    Company Website for Monarch Money
  • eToro Reviews & Ratings
    4.0 out of 5 stars 32,417 Ratings
  • IUX Reviews & Ratings
    4.0 out of 5 stars 968 Ratings
    Company Website for IUX
  • SaaSify Reviews & Ratings
    4.8 out of 5 stars 122 Ratings
    Company Website for SaaSify
  • Mortgage Automator Reviews & Ratings
    4.9 out of 5 stars 198 Ratings
    Company Website for Mortgage Automator
  • Gemini Credit Card Reviews & Ratings
    5.0 out of 5 stars 2 Ratings
    Company Website for Gemini Credit Card
  • R3 Contract Management for GovCon Reviews & Ratings
    5.0 out of 5 stars 1 Rating
    Company Website for R3 Contract Management for GovCon
  • Capitalcore Reviews & Ratings
    5.0 out of 5 stars 91 Ratings
    Company Website for Capitalcore

What is Fund Manager?

Fund Manager is a powerful software tool specifically crafted for efficient portfolio management. It comes in various editions designed for different types of users, including personal investors, professional traders, and investment advisors, each with tailored features to suit their needs. Users can view various screenshots that display a wide range of graphs and reports illustrating the software's capabilities. To get started with Fund Manager, you can visit the download page and try out a fully functional trial version to see how it meets your investment needs. Comprehensive tutorials are available, including a quick-start guide aimed at helping new users efficiently navigate the software's features. After evaluating its offerings, you have the option to purchase a licensed version for ongoing use. The software excels in maintaining a thorough transaction history for an unlimited number of investments and portfolios. You can keep track of a wide variety of assets, such as stocks, mutual funds, options, bonds, cash, and more. Furthermore, it allows users to monitor their investment activities, including purchases, redemptions, distributions, transfers, and intricate transactions such as splits, re-combinations, mergers, and spin-offs, supporting both long and short investment positions. This all-encompassing approach guarantees that users have the tools they need to manage every facet of their portfolios effectively while adapting to the evolving landscape of investment management.

What is AllInvestView?

AllInvestView serves as a sophisticated investment dashboard designed to simplify the oversight of your entire investment portfolio. This platform supports a diverse set of investment types, encompassing stocks, bonds, mutual funds, and cryptocurrencies, providing users with both a comprehensive summary and in-depth analytics. It features a dedicated fixed income module and automated dividend tracking, all presented through a user-friendly interface that enhances usability. What sets AllInvestView apart is its ability to manage a wide variety of asset classes, coupled with specialized tools for monitoring fixed income and yield performance. An efficient ticketing system is also integrated, allowing for quick adjustments and easy access to transaction details. Furthermore, the platform enriches investment strategies with sophisticated asset allocation tools, including efficient frontier analysis, which empowers users to optimize their portfolios. Looking ahead, planned upgrades will introduce tax reporting capabilities, making financial management even more seamless for users as they navigate their investment journeys.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$129 per license
Free Trial Offered?

Pricing Information

$5.99
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Beiley Software

Date Founded

1993

Company Location

United States

Company Website

www.fundmanagersoftware.com

Company Facts

Organization Name

AllInvestView

Date Founded

2023

Company Location

Spain

Company Website

www.allinvestview.com

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
For Investment Advisors
For Traders
Technical Analysis
Wash Sale Detection

Categories and Features

Popular Alternatives

Fundy Reviews & Ratings

Fundy

Exquance Software

Popular Alternatives

MProfit Advisor Reviews & Ratings

MProfit Advisor

MProfit Software
MProfit Advisor Reviews & Ratings

MProfit Advisor

MProfit Software
VISE Reviews & Ratings

VISE

Vise