AllInvestView 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.

Pricing

Pricing Starts At:
$5.99
Free Version:
Yes
Free Trial:
Yes

Integrations

No Integrations at this time

Reviews - 1 Verified Review

Total
ease
features
design
support
See More Reviews Write a Review

Company Details

Company:
AllInvestView
Year Founded:
2023
Headquarters:
Spain
Website:
www.allinvestview.com
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Media

AllInvestView - All your investment in one view

AllInvestView - All your investment in one view

AllInvestView - All your investment in one view Dividend Calendar Dividends Dividend tracking Efficient frontier of your portfolio Bond Calculator
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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Videos
Customer Support
Online

AllInvestView Features and Options

Stock Portfolio Management Software

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

AllInvestView User Reviews

Write a Review
  • Name: Anonymous (Verified)
    Job Title: Engineer
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User
    Organization Size: 20,000 or More
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great insight, easy to use. Simple yet powerful

    Date: Mar 09 2024

    Summary: Very pleased with the platform. I love the dashboard, is very complete and you can see an overview of your full investment portfolio in a single place.

    Positive: Dashboard is very complete, lots of information in a single page.
    Checking individually each stock is very simple and gives lots of individual info.
    You can also display every transaction or update it very easily and straightforward.
    It has a nice cash module to track all the yield money asset.

    Negative: I encounter a small bug but the support team fixed it very quickly.

    Read More...