AllInvestView
All-in-one portfolio tracker for stocks, bonds, crypto, real estate, and more with tax reporting and advanced analytics
About AllInvestView
AllInvestView is a comprehensive portfolio management platform that consolidates all your investments, stocks, bonds, ETFs, options, crypto, and real estate, into a single dashboard. It offers real-time tracking, tax reports tailored to your country, dividend analytics, and professional-grade tools like Monte Carlo simulations and Efficient Frontier analysis. Sync with 30+ brokers, import CSV files, or add trades manually. Secure, ad-free, and free to use with premium features available.
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
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