AllInvestView vs. Sharesight Comparison


AllInvestView	Sharesight	+	+
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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 Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan).
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported		Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Investors		Audience Investors searching for a stock portfolio tracker solution to keep track of investments (including dividends).
Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported		Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported		API Offers API Supported
Screenshots and Videos View more images or videos		Screenshots and Videos View more images or videos
Pricing $5.99 Free Version Supported Free Trial Supported		Pricing $11.25 per month (annually) Price in USD, local pricing available in select markets. Free Version Supported Free Trial Supported
Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 4.0 / 5 design 4.0 / 5 support 5.0 / 5 Read all reviews		Reviews/Ratings Read all reviews
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.
Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported		Training Documentation Supported Webinars Supported Live Online Not Supported In Person Supported
Company Information AllInvestView Founded: 2023 Spain www.allinvestview.com		Company Information Sharesight Founded: 2007 New Zealand www.sharesight.com
Alternatives PSVTracker		Alternatives AllInvestView
MProfit Advisor MProfit Software		Finapolis Finapolis Inc
Pro Stock Tracker		InvestSMART
Snowball Analytics		Portseido
getquin View All		Snowball Analytics View All
Categories Stock Portfolio Management Supported		Categories Dividend Trackers Supported Investment Management Supported Portfolio Analysis Supported Stock Portfolio Management Supported
		Stock Portfolio Management Features Billing & Invoicing Not Supported Client Management Not Supported Data Warehousing Not Supported For Investment Advisors Supported For Traders Not Supported Order Management Not Supported Portfolio Accounting Not Supported Portfolio Rebalancing Not Supported Risk Management Not Supported Tax Management Supported Technical Analysis Not Supported Wash Sale Detection Not Supported Show More Features Investment Management Features Accounting Management Not Supported Benchmarking Not Supported Bonds / Stocks Supported Client Management Not Supported Commodities Not Supported Compliance Reporting Not Supported Data Import / Export Not Supported For Investment Advisors Supported For Investors & Traders Supported Fund Management Not Supported Modeling & Simulation Not Supported Payroll & Commissions Not Supported Performance Metrics Supported Portfolio Management Supported Risk Management Not Supported
Integrations Diversiview Not Supported Interactive Brokers Not Supported TaxTank Not Supported Xero Not Supported		Integrations Diversiview Supported Interactive Brokers Supported TaxTank Supported Xero Supported View All 4 Integrations
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