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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
Stay updated on dividend earnings, distribution timelines, and custody accounts at all times and in all locations. Receive notifications regarding your dividend payouts through push messages, ensuring you never miss a payment. After you input your shares into the divTimer app, it will accurately compute the expected dividend amount and payment date while providing a comprehensive yearly overview of your portfolio's income. The calculations also factor in taxes, allowances, and purchase history for a precise financial picture. Maintain clarity with the easy-to-navigate dividend calendar, which highlights specific distribution days and anticipated amounts. Within the detailed section of the divTimer calendar, you can discover the exact days when your invested companies will disburse dividends to you. Access your portfolio from major global indices and enjoy the straightforward setup of new portfolios and stocks. Even fractional shares managed through savings plans can be easily added. Additionally, our dedicated divTimer support team is available daily to assist customers with their inquiries and requirements. Your financial management has never been more streamlined and user-friendly.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$5.99
Free Trial
Free Version
Pricing Details
Free
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
divTimer
Country
Germany
Website
div-timer.de/
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