AllInvestView

AllInvestView

5.0 out of 5 stars
AllInvestView StockFly

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AllInvestView:

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
StockFly:

About

StockFly shows your whole portfolio in any currency you choose, switched in one click. Every buy, sell and dividend is rebuilt at the exchange rate of its own date, so the return stays correct in whichever currency you are reading it, rather than a dollar figure converted at today's rate. Import your history in one upload, see money-weighted returns, compare against indexes and ETFs, and track dividends net of withholding tax. Explorer explains each holding in plain language, including which metrics matter and how to read the chart. Build what-if scenarios, set target allocations, and export tax summaries as PDF or Excel. The whole dashboard is free with no limit on holdings, and Pro is $4.99 a month after 30 days free with no card.
AllInvestView:

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
StockFly:

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 Supported
AllInvestView:

Audience

Investors
StockFly:

Audience

Individual investors who hold stocks and ETFs across more than one currency or broker, and want their real return rather than the number their broker app shows.
AllInvestView:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
StockFly:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
AllInvestView:

API

Offers API Not Supported
StockFly:

API

Offers API Not Supported
AllInvestView:

Screenshots and Videos

StockFly:

Screenshots and Videos

AllInvestView:

Pricing

$5.99
Free Version Supported
Free Trial Supported
StockFly:

Pricing

$0
The entire dashboard is free permanently, with no limit on the number of holdings. Portfolio tracking, money-weighted returns, automatic dividend recording net of withholding tax, benchmark comparison and the broker file import are all on the free tier.

Every new account gets 30 days of Pro with no card required.

Pro is $4.99 per month or $49 per year (save 18%). Pro adds the year-end tax summary as PDF or Excel, target allocations, what-if scenarios, the plain-language insight cards in Explorer, the AI news brief, and the Value vs Invested and Winners & Losers reports.

Nothing is deleted or hidden when a trial or a subscription ends.
Free Version Supported
Free Trial Supported
AllInvestView:

Reviews/Ratings

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

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
AllInvestView:

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.
AllInvestView:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
StockFly:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
AllInvestView:

Company Information

AllInvestView
Founded: 2023
Spain
www.allinvestview.com
StockFly:

Company Information

StockFly
Founded: 2026
United Arab Emirates
stockfly.app
AllInvestView:

Alternatives

StockFly:

Alternatives

AllInvestView:
MProfit Advisor

MProfit Advisor

MProfit Software
StockFly:
Sharesight

Sharesight

4.0 out of 5 stars
AllInvestView:
StockFly:
Digrin

Digrin

4.3 out of 5 stars
AllInvestView:
StockFly:
Vestiio

Vestiio

Vestiio GmbH
AllInvestView:
getquin

getquin

4.0 out of 5 stars
StockFly:
AllInvestView:

Categories

StockFly:

Categories

StockFly:

Stock Portfolio Management Features

Billing & Invoicing Not Supported
Client Management Not Supported
Data Warehousing Not Supported
For Investment Advisors Not Supported
For Traders Not Supported
Order Management Not Supported
Portfolio Accounting Not Supported
Portfolio Rebalancing Not Supported
Risk Management Not Supported
Tax Management Not Supported
Technical Analysis Supported
Wash Sale Detection Not Supported
AllInvestView:

Integrations

Gemini Not Supported
Google Not Supported
Microsoft Excel Not Supported
Yahoo Finance Not Supported
StockFly:

Integrations

Gemini Supported
Google Supported
Microsoft Excel Supported
Yahoo Finance Supported
AllInvestView:
Claim AllInvestView and update features and information
Claim AllInvestView and update features and information
StockFly:
Claim StockFly and update features and information
Claim StockFly and update features and information