What is AllInvestView?
AllInvestView is a powerful, all-in-one platform designed to bring clarity and control to your investment journey. It solves the common challenge of managing dispersed assets across multiple brokers and spreadsheets by providing a single, unified view of your complete portfolio. Gain deep insights into your performance, diversification, and income streams, helping you make more informed decisions with confidence.
Key Features
📊 Unified Portfolio Tracking: Consolidate all your investments – including stocks, ETFs, mutual funds, bonds, crypto, and even custom assets – from over 80 global exchanges and 50 currencies into one intuitive dashboard. Say goodbye to juggling multiple accounts and gain a clear, comprehensive overview of your entire financial picture.
📈 Insightful Performance Analytics: Go beyond basic tracking. Analyze your real performance with detailed breakdowns of returns, volatility, and asset allocation. Leverage advanced tools like Efficient Frontier analysis to optimize your portfolio for risk and return, and use Correlation Matrix heatmaps to understand asset relationships and enhance diversification.
💰 Comprehensive Income Management: Master your passive income. Track upcoming and past dividends with a dedicated calendar, visualize earnings trends, and analyze yields. Utilize the specialized bond calculator to accurately price your fixed income assets, visualize coupon flows, and monitor overall bond portfolio metrics like yield and duration.
🔒 Your Data, Your Privacy: Invest with peace of mind knowing your financial data is protected. AllInvestView is a secure platform where your information is never shared with third parties. There are no ads or hidden upsells, and you retain full control with the ability to import and export your data anytime.
🤖 AI-Powered Portfolio Insights: Engage with your portfolio in a novel way. Our AI Assistance feature allows you to interactively "talk to your portfolio," providing a unique path to quickly access key information and potential insights.
How AllInvestView Solves Your Problems
AllInvestView is built to tackle the real challenges investors face daily:
Eliminate Complexity: If you hold assets across different brokers, exchanges, or even asset classes (like stocks and crypto), getting a complete picture is difficult. AllInvestView consolidates everything into one place, saving you time and reducing the risk of overlooking crucial details.
Gain True Performance Understanding: Simple tracking isn't enough. AllInvestView provides the analytics needed to understand why your portfolio is performing the way it is, identify areas for improvement, and measure performance accurately across all your holdings, including dividends and bond income.
Empower Strategic Decisions: Move from reactive tracking to proactive strategy. With tools for analyzing diversification, optimizing asset allocation, and forecasting income, you have the insights needed to align your portfolio with your long-term goals and risk tolerance.
Why Choose AllInvestView?
AllInvestView stands out by combining broad asset class support and global coverage with sophisticated, actionable analytics and a strong commitment to data privacy. It provides the depth of insight serious investors need, presented through an intuitive interface that makes complex analysis accessible.
Conclusion
Ready to take control of your investments with a unified view and powerful analytics? AllInvestView provides the clarity, tools, and security you need to track, analyze, and optimize your entire portfolio like a pro.
More information on AllInvestView
Launched
2023-09
Pricing Model
Freemium
Starting Price
€4.99/mo
Global Rank
1406004
Follow
Month Visit
15.9K
Tech used
Top 5 Countries
28.81%
25.7%
10.95%
9.38%
7.82%
United States
Australia
United Kingdom
Canada
Spain
Traffic Sources
11.76%
0.91%
0.36%
5.23%
58.43%
23.17%
social
paidReferrals
mail
referrals
search
direct
Source: Similarweb (Sep 25, 2025)
AllInvestView was manually vetted by our editorial team and was first featured on 2025-06-08.
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