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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

Utluna delivers valuable insights into your portfolio and performance and helps you mitigate behavioral biases. Join anonymously and sync your accounts held at different financial institutions in less than 5 minutes. Too good to be true? Play around with our demo account (view only, no setup required) or sign up for a free 30-day trial (no email, no credit card required). Effortlessly monitor all your financial assets, independently of where they are held and how (il)liquid they are. Any asset class, incl. equity, debt, currencies, commodities, real assets, digital assets, collectibles, etc. Any security type, incl. direct holdings, funds, derivatives, CFDs, etc. Any currency, G10, and beyond. Listed and non-listed, bankable and non-bankable assets. Understand what drives your portfolio thanks to intuitive composition, performance, and risk visualizations. Slice and dice your analysis according to your own view of the world thanks to customizable tags.

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

Traders interested in a solution to get insights into their portfolio and performance

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

$25 per month
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 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

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AllInvestView
Founded: 2023
Spain
www.allinvestview.com

Company Information

Utluna
United States
utluna.com

Alternatives

MProfit Advisor

MProfit Advisor

MProfit Software

Alternatives

StockMaster

StockMaster

Supertech
Dion Portfolio Tracker

Dion Portfolio Tracker

Dion Global Solutions

Categories

Categories

Integrations

Bitstamp
Acorns
Alight
Betterment
Binance
BoardWorks
E*TRADE
EquatePlus
HTX
Merrill Edge
Poloniex
Robinhood
Shareworks
SoFi
TD Ameritrade
Tangerine
TradeStation
Vanguard
Wealthfront
tastytrade

Integrations

Bitstamp
Acorns
Alight
Betterment
Binance
BoardWorks
E*TRADE
EquatePlus
HTX
Merrill Edge
Poloniex
Robinhood
Shareworks
SoFi
TD Ameritrade
Tangerine
TradeStation
Vanguard
Wealthfront
tastytrade
Claim AllInvestView and update features and information
Claim AllInvestView and update features and information
Claim Utluna and update features and information
Claim Utluna and update features and information