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About

AllInvestView is an investment dashboard designed to simplify the tracking of your entire investment portfolio. From stocks to bonds to mutual funds to cryptos, the platform provides a unified view, insightful analytics, fixed income moduleand automated dividend tracking, all through a user-friendly interface. What sets AllInvestView apart from its competitors? AllInvestView stands out by offering support for various asset classes and specialized tools for fixed income and yield tracking. It features an efficient ticketing system, allowing quick access and edits to every transaction details. We also provide advanced tools for optimal asset allocation, including efficient frontier analysis, and plan to offer next support for tax reporting, making financial management easier for our user

About

OnePortfolio is an all-in-one investment management platform that transforms how you track and analyze your portfolio. By bringing all your investments from multiple brokers into a single dashboard, OnePortfolio eliminates the complexity of monitoring across different platforms and currencies. OnePortfolio's Portfolio Visualizer offers interactive tools that turn financial data into clear insights. Color-coded charts show your distribution across sectors, asset classes, and regions. Our visualization maps reveal global exposure, making it simple to spot risks and opportunities For income investors, the Dividend Tracker provides complete visibility into your passive income. The dividend calendar ensures you never miss a payment by displaying upcoming distributions in one organized view. Track schedules, monitor yields, and analyze payment patterns easily.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investors

Audience

Investors and traders looking for an intuitive, all-in-one platform to track, analyze, and manage their diverse investment portfolios across multiple brokers and asset classes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$5.99
Free Version
Free Trial

Pricing

$6 per month (annually)
Free, Standard and Pro Pricing plans available. Prices in USD and EUR
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 4.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.5 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • 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.

Cons

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

Pros & Cons from Real Users

Pros

  • Friendly interface that makes portfolio tracking actually enjoyable. Excellent value for the features offered.
  • Very complete dashboard with just the information that I need and I want. Excellent dividend tracker with automatic paid dividends notifications on payment date. Product is updated regularly since they add new features.
  • Easy to use stock portfolio tracker that makes portfolio management simple and efficient. If you have brokers with different currencies it makes everything much easier. Clean, intuitive interface.
  • Well, this portfolio tracker got itself a real clean setup - no frills, just works. Drag and drop your trades is super convenient - assuming your broker's supported. No fuss, no mess. Mobile version is actually pretty decent.
  • Lovely bit of kit with a modern interface that's easy on the eyes. Cuts straight to the point with handpicked simple return and risk KPIs. The dividend tracker does the job well enough.

Cons

  • Automatic trades updates would be really nice to have.
  • I encountered a small bug but the support team fixed it very fast.
  • While it offers a free tier, It could be cheaper....
  • As a few other reviews say, while simplicity is great, I'd like to see a few more detailed metrics sometimes but i get the point.
  • Mind if you are not a retail investor you'll probably find yourself wanting a few more KPIS

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AllInvestView
Founded: 2023
Spain
www.allinvestview.com

Company Information

OnePortfolio
Founded: 2025
Switzerland
oneportfolio.io

Alternatives

MProfit Advisor

MProfit Advisor

MProfit Software

Alternatives

Categories

Categories

Stock Portfolio Management Features

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

Integrations

No info available.

Integrations

No info available.
Claim AllInvestView and update features and information
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