Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 2 Ratings

Total
ease
features
design
support

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

Launched in 1996, StockMaster has transformed into Australia's top-selling software for managing investment portfolios. Tailored for investors aiming to simplify investment management and tax reporting, it features a distinctive trade record system that facilitates the easy documentation and reporting of trade activities and dividends within a portfolio. Its online charting and query capabilities enable users to plot data and conduct on-the-fly queries regarding shares effortlessly. Beyond mere portfolio management, StockMaster encompasses cash book and property management tools, allowing users to monitor daily cash flows, as well as their income and expenses related to investment properties, creating a comprehensive investment management solution. The software also offers real-time tracking of shares, managed funds, warrants, options, CFDs, fixed interests, and more. Furthermore, it allows for in-depth analysis of anticipated dividend income cash flow and imputation credits over the next year, as well as detailed asset allocation insights within your portfolios. With StockMaster, investors have access to an all-encompassing platform that addresses various aspects of their financial management needs.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$5.99
Free Trial
Free Version

Pricing Details

$220 per year
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AllInvestView

Founded

2023

Country

Spain

Website

www.allinvestview.com

Vendor Details

Company Name

Supertech

Founded

1996

Country

Australia

Website

supertech.com.au/stockmaster.html

Product Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Product Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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