AllInvestView

    Lifetime deal

    AllInvestView is a web platform to track your investments in a single place

    5.00 stars
    5.00 stars
    1 reviews

    Manage your investment like the pros!

    You can manage many asset classes (stocks, ETFs, mutual funds, ETFs, bonds...).

    Enjoy a dedicated fixed income module, dividend tracking, advanced portfolio analytics tax reporting, etc.

    Take control of your wealth journey! 🛤️

    Our app simplifies managing your owned portfolio: track performance, assess transactions, and plan ahead with ease.

    Embrace a clearer path to long-term investment success.

    Introducing: AllInvestView.

    TL;DR

    too long didn't read
    Track your investments, anytime, anywhere
    Invest like the pros -- enjoy more insight, less effort

    At-a-glance

    Overview

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    View distributions by individual stocks, countries, industries, or brokers for a comprehensive understanding.

    Investment Control

    Bring all your investments under one roof.

    Say goodbye to the hassle of managing multiple platforms and spreadsheets.

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    See your investment allocations clearly.

    Insightful Analytics

    Explore your investments with personalized insights that reveal your performance, diversification, and much more.

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    From stocks to custom assets, AllInvestView supports a wide range of asset classes.

    Monitor any asset

    Track any stock, ETF, mutual funds or crypto from anywhere.

    Manage Dividends, money, and fixed income with our bond pricing module.

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    Accurately determine the value of your bonds using our advanced calculator.

    Your Data is Yours

    Your data's integrity is our top priority.

    Enjoy a secure platform where your information is protected and never shared.

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    Explore the depths of your investment strategy with cutting-edge portfolio analysis tools.

    Get access to AllInvestView today!

    Plan 1

    One-time purchase of

    $29$84
    • All features above included
    • 25 equities
    • 50 bonds
    • 5 watchlist
    • 3 portfolios
    • 10 year performance tracking
    • Advanced rebalancing
    • Advanced analytics

    Plan 2

    One-time purchase of

    $58$168
    • All features above included
    • 200 equities
    • 200 bonds
    • Unlimited watchlist
    • Unlimited portfolios
    • 30+ year performance tracking
    • Advanced rebalancing
    • Advanced analytics
    • Unlimited transactions
    • Individual stock insights
    • Email support
    • Priority support
    • Benchmarking

    From the founders

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    allinvestview

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    Helpful links

    A Message from the Founder of AllInvestView

    Hey Sumo-lings!

    I’m Rob, the brain behind AllInvestView, a platform born from a personal need to track my mixed portfolio of individual bonds and stocks.

    As a software engineer with a keen interest in investing, I embarked on a mission to create an investment tracking platform that serves every investor's strategy. What started as a personal project soon evolved into AllInvestView. Our platform is now a comprehensive tool for investors seeking a straightforward yet detailed dashboard for their portfolios


    AllInvestView excels in offering a seamless experience for managing diverse asset classes. From stocks and bonds to mutual funds and cryptocurrencies, our platform ensures that your entire investment landscape is at your fingertips. Our standout features include:

    • Automated dividend tracking for a hassle-free overview of your income streams.
    • Monitor all your holdings in a single dashboard.
    • Efficient ticketing system that allows you to easily access and modify every transaction detail. This system is invaluable not only for investment analysis but also for maintaining records essential for tax reporting.
    • Advanced asset allocation tools, like efficient frontier analysis, to refine your investment strategy.
    • Tax reporting functionalities integrated within the platform to simplify financial management and tax season preparation.


    Quick Q&A:

    How does AllInvestView simplify investment tracking?

    Thanks to our efficient ticketing system, users can quickly access and edit transaction details. This feature, coupled with our tax reporting capabilities, makes it easier to keep accurate records for both investment strategy adjustments and tax purposes.

    What makes AllInvestView different from other investment tracking platforms?

    AllInvestView stands out by offering a comprehensive suite of tools tailored for a wide range of investment strategies. From detailed fixed-income tracking to advanced analytics like efficient frontier analysis, the platform caters to both beginners and experienced investors. Our focus on user-friendly design and actionable insights sets us apart in helping users optimize their investment strategies.

    What new features can users expect?

    Continuous improvement is part of our ethos. We're always looking to enhance AllInvestView with features that make investing easier and more accessible for everyone.


    Questions or need to know more? Reach me at rob@allinvestview.com

    Cheers,

    Rob, Founder of AllInvestView

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