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Description
AllInvestView is a comprehensive investment dashboard crafted to streamline the management of your complete investment portfolio. It caters to a wide range of investments, including stocks, bonds, mutual funds, and cryptocurrencies, offering a cohesive overview and detailed analytics. The platform is equipped with a fixed income module, automated dividend monitoring, and presents all these features through an intuitive interface.
AllInvestView differentiates itself by accommodating a diverse array of asset types along with unique tools tailored for monitoring fixed income and yields. It introduces an effective ticketing system for swift modifications and access to transaction specifics. Additionally, the platform enhances investment strategy with advanced asset allocation tools, such as efficient frontier analysis. Future enhancements include tax reporting support, simplifying financial management for our users further.
Description
You can now access your dividend and coupon payment schedule directly from your smartphone. The values of your securities are updated daily, ensuring you remain informed about the annual income your investments generate. With this tool, you can establish your own regular income sources, such as a salary or rental income from properties. The project team diligently tracks market trends every day, delivering timely information straight to you. Stay updated with the latest market movements through Divplan; simply add a company to your Portfolio and receive all relevant investment notifications right in your app. Take advantage of the dividend calculator to manage your payment schedule effectively, while also keeping an eye on market news and investment signals from Nasdaq, Frankfurt, Moex, and the London Stock Exchange. This comprehensive approach empowers you to make informed financial decisions and maximize your investment potential.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$5.99
Free Trial
Yes
Free Version
Yes
Pricing Details
Free
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
AllInvestView
Founded
2023
Country
Spain
Website
www.allinvestview.com
Vendor Details
Company Name
Invest Trade
Website
divplan.com
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No