Audience

Investors

About AllInvestView

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

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Pricing

Starting Price:
$5.99
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews - 1 User Review

Overall 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 4.0 / 5
support 5.0 / 5
More Reviews Write a Review

Company Information

AllInvestView
Founded: 2023
Spain
www.allinvestview.com

Videos and Screen Captures

AllInvestView - All your investment in one view

AllInvestView - All your investment in one view

AllInvestView - All your investment in one view Dividend Calendar Dividends Dividend tracking Efficient frontier of your portfolio Bond Calculator
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Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
Videos
Support
Online

AllInvestView Frequently Asked Questions

Q: What kinds of users and organization types does AllInvestView work with?
Q: What languages does AllInvestView support in their product?
Q: What kind of support options does AllInvestView offer?
Q: What type of training does AllInvestView provide?
Q: Does AllInvestView offer a free trial?
Q: How much does AllInvestView cost?
Q: What pricing for support is available for AllInvestView?
Q: What pricing for training is available for AllInvestView?

AllInvestView Product Features

Stock Portfolio Management

Order Management
For Traders
Billing & Invoicing
Client Management
Wash Sale Detection
Portfolio Rebalancing
Technical Analysis
For Investment Advisors
Data Warehousing
Portfolio Accounting
Tax Management
Risk Management

AllInvestView Reviews

Write a Review
  • An AllInvestView User
    Engineer
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 20,000 or More
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great insight, easy to use. Simple yet powerful"

    Posted 2024-03-09

    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.

    Overall: Very pleased with the platform. I love the dashboard, is very complete and you can see an overview of your full investment portfolio in a single place.

    Read More...
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