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.

Pricing

Price Starts At:
$5.99
Free Version:
Free Version available.
Free Trial Offered?:
Yes

Integrations

No integrations listed.

Screenshots and Video

AllInvestView - All your investment in one view

AllInvestView - All your investment in one view

Company Facts

Company Name:
AllInvestView
Date Founded:
2023
Company Location:
Spain
Company Website:
www.allinvestview.com
Edit This Page

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Video Library
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

AllInvestView Categories and Features

Stock Portfolio Management Software

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

AllInvestView Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: Engineer
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 20,000 or More
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great insight, easy to use. Simple yet powerful

    Date: Mar 09 2024
    Summary

    Very pleased with the platform. I love the dashboard, is very complete and you can see an overview of your full investment portfolio in a single place.

    Positive

    Dashboard is very complete, lots of information in a single page.
    Checking individually each stock is very simple and gives lots of individual info.
    You can also display every transaction or update it very easily and straightforward.
    It has a nice cash module to track all the yield money asset.

    Negative

    I encounter a small bug but the support team fixed it very quickly.

    Read More...
  • Previous
  • You're on page 1
  • Next