AllInvestView

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Q: Hello, 1.

What do you mean by 200 equities and 200 bonds, so I can choose any number of Bond and Equities and look at their past performance, if yes which markets do you cater to. I live in USA so are you US markets covered and if yes at what level, for example municipal bonds.

2. What do you mean by 30+ year performance tracking and advance rebalncing?

3. What do you mean by advance analytics and unlimited transactions? Can I buy and sell assets like Robindhood on this platform?

4. How are your stock insights different from publicly available information?

5. Where are you based, team size and years in business?

6. What about options? Is there any education, simulator included?

Thanks

VK_2018PLUSMay 9, 2024
Founder Team
allinvestview

allinvestview

May 15, 2024

A: Hi!
Thank you for reaching out with your questions! I’m happy to clarify:

Holdings and Market Coverage: Initially, we had a limit of 200 distinct equities and 200 bonds per account, but this limit has now been removed, allowing you to hold an unlimited number of stocks and bonds. Our platform supports global market data. If you hold any equity or bond that you cannot find on AllInvestView, please let us know, and we will do our best to add it. Regarding bond market data, we are still negotiating with market data vendors for comprehensive bond market data, including municipal bonds, so our current coverage is still limited.

30+ Year Performance Tracking and Advanced Rebalancing: This feature allows you to track the historical performance of your portfolio for over 30 years, in the Portfolio Growth, Portfolio Returns and Annual Returns charts. Advanced rebalancing tools help you maintain your desired asset allocation by automatically adjusting your portfolio based on your preferences.

Advanced Analytics and Unlimited Transactions: Our platform offers detailed analytics tools to help you understand market trends and portfolio performance, as well as powerful statistical tools like efficient frontier or correlation matrix. While we provide unlimited tracking and analysis of transactions, currently we do not facilitate the direct buying and selling of assets like Robinhood. Instead, our platform is designed for portfolio management and analysis. Nonetheless, trading by automatically connecting with your broker is a functionality that is planned on our roadmap.

Stock Insights: Our stock insights are enhanced by proprietary analytics and algorithms, which is based on publicly available information. This is a feature that's still ongoing.

Company Information: We are based in Europe, with a dedicated team of 2 professionals. AllInvestView is recently launched but it has been developed for 2 years.

Options and Educational Tools: Currently, we do not support options trading, but it's also a functionality on our roadmap, as well as education resources.

For our roadmap, check out:
https://www.allinvestview.com/roadmap/

Note that to thank our early adopters, users that buys through LDT in Appsumo gets all the new features developed in the future as well free of cost.

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