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AllInvestView

AllInvestView

Comprehensive investment tracker for stocks, crypto, real estate, and more with tax reporting and analytics

À propos de AllInvestView

AllInvestView is a powerful portfolio management tool that unifies investments across stocks, bonds, ETFs, options, crypto, and real estate in one dashboard. It provides real-time tracking, country-specific tax reports, dividend insights, and advanced analytics like Monte Carlo simulations and Efficient Frontier analysis. Connect to 30+ brokers, import CSV files, or manually add trades. The platform is secure, ad-free, and free to use with optional premium features.

AbonnementOption gratuite

Free

0 $US par mois

For Simple Investors. Everything you need to get started with portfolio tracking.

  • 10 Holdings
  • 5 Bonds & Cash
  • 5 Watchlist items
  • 1 Portfolio
  • Basic Rebalancing
  • Cash Account
  • Custom Assets
  • 5y Performance Tracking
  • AI Assistant
  • Email Support

Starter

10 $US par mois

For Casual Investors. Take your portfolio management to the next level.

  • Everything in Free, plus
  • 25 Holdings
  • 20 Bonds & Cash
  • Real Estate Tracking
  • Options Tracking
  • 5 Watchlist items
  • 2 Portfolios
  • Advanced Rebalancing
  • Earnings recap emails
  • Benchmarking
  • Advanced Analytics
  • Brokerage sync
  • 15y Performance Tracking
  • Weekly summary emails
Populaire

Advanced

20 $US par mois

For Active Investors. Unlimited everything for serious portfolio management.

  • Everything in Starter, plus
  • Unlimited Equities
  • Unlimited Bonds & Cash
  • Unlimited Transactions
  • Unlimited Real Estate Tracking
  • Unlimited Custom Assets
  • Unlimited Options Tracking
  • Unlimited Watchlist
  • 15 Portfolios
  • +30y Performance Tracking
  • Custom Feature Requests
  • Priority Support

Pro

30 $US par mois

No Limits. Premium Service. Unlimited everything with personal support and dedicated assistance.

  • Everything in Advanced, plus
  • Unlimited Everything
  • Unlimited Portfolios
  • Personal setup assistance
  • Dedicated support
  • Personal account manager
  • Request personalized features
  • Early Access to Features

FAQ

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Résumé des tarifs

Modèle
Abonnement
Offre gratuite disponible
À partir de
Free plan available, Starter plan starts at $10/month

Catégories

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