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 for AllInvestView 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
Cloud
Training
Documentation
Live Online
Videos
Support
Online

AllInvestView Frequently Asked Questions

Q: What kinds of users and organization types does AllInvestView work with?
AllInvestView works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does AllInvestView support in their product?
AllInvestView supports these languages: English.
Q: What kind of support options does AllInvestView offer?
AllInvestView offers support via online.
Q: What type of training does AllInvestView provide?
AllInvestView provides training in the form of documentation, live online, and videos.
Q: Does AllInvestView offer a free trial?
Yes, AllInvestView offers a free trial.
Q: How much does AllInvestView cost?
Pricing for AllInvestView starts at $5.99.
Q: What pricing for support is available for AllInvestView?
AllInvestView offers support included with purchase.
Q: What pricing for training is available for AllInvestView?
AllInvestView offers training included with purchase.

AllInvestView Product Features

Stock Portfolio Management

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

AllInvestView Verified User 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 4 out of 5 stars
    Ease 5 out of 5 stars
    Features 4 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Probability You Would Recommend? 10 out of 10

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

    5 out of 5 stars 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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