What is AllInvestView?
AllInvestView is a comprehensive investment tracker designed to simplify portfolio management. It offers lifetime access to real-time tracking, advanced analytics, and support for diverse asset classes like stocks, crypto, and bonds.
Features
Intuitive Interface
Track investments with clarity. Analyze distributions by stocks, countries, industries, or brokers for a complete portfolio overview.
Dividend Management
Use tools like the Dividend Calendar to track income and plan effectively, ensuring you never miss a dividend.
Portfolio Analytics
Leverage tools like Efficient Frontier and Correlation Matrix to optimize returns based on risk levels.
Diverse Asset Classes
Track stocks, ETFs, crypto, bonds, and even custom assets like real estate or collectibles.
Bond Calculator
Calculate bond metrics such as yield to maturity, duration, and convexity with precision.
FAQ
What is AllInvestView?
An all-in-one investment tracker for stocks, ETFs, bonds, crypto, and more, offering real-time analytics.
Can I sync with my brokerage account?
Yes, AllInvestView integrates with brokers via secure third parties like Snaptrade for real-time updates.
What assets can I track?
Stocks, ETFs, bonds, mutual funds, crypto, and custom assets like real estate.
Does it include tax tools?
Yes, it offers tax reports and optimization tools, with more advanced features in development.
Can I track specific crypto coins?
Yes, use currency codes like TONUSD to track cryptocurrencies.
Is intraday pricing available?
Yes, with a lag of up to 15 minutes.
Are updates included in the Lifetime Deal?
Yes, updates are included at no extra cost, unless new functionalities require a separate license.
Conclusion
AllInvestView is ideal for investors managing diverse asset classes. It offers real-time tracking, advanced analytics, and a user-focused platform. However, it may not suit those investing in a single asset class or preferring manual tracking.
