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.
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AllInvestView Customer Reviews
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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 2024SummaryVery 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.
PositiveDashboard 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.NegativeI encounter a small bug but the support team fixed it very quickly.
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