AllInvestView
Comprehensive investment tracker for stocks, crypto, real estate, and more with tax reporting and analytics
About 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.
Pricing
Full pricing pageFree
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
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
Advanced
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
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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