Talk to Your Portfolio

AIV Assistant lets you ask anything about your investments — and get real answers instantly. No spreadsheets. No stress.

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AIV Assistant Demo Screenshot

Built for Real Investors

Trade Import via Chat

Paste 'Buy 10 AAPL at $190' — we handle the rest. Any format. Any broker.

Dividend Intelligence

'Compare 2025 to 2024 dividends.' 'Chart monthly income.' Instant insights.

Portfolio Rebalancing

Ask 'Help me rebalance using €5,000.' AI suggests optimized allocations.

What Can You Do with AIV Assistant?

Paste Raw Trades

Drop your broker trade export or even plain English text like 'Buy 10 AAPL at $190' — AIV understands it instantly and updates your portfolio.

Track Your Dividends

Ask questions like 'What is my dividend income this year?' or 'Compare 2024 vs 2025 dividends.' AIV gives accurate, instant answers.

Analyze Your Returns

Ask 'How did I perform compared to the S&P 500?' or 'What is my return since Jan?' and AIV shows you a breakdown and visual graphs.

Rebalance with Context

Say 'Rebalance with €5,000' or 'Adjust to my target allocation.' AIV suggests smart moves based on your current holdings.

Set Smart Alerts

Say 'Alert me if AAPL falls below $150' or 'Notify me when TSLA rises 10 percent' and AIV sets it up — no manual inputs needed.

Get Support or Submit Requests

Type 'Submit a support request' or 'Open a ticket' and AIV guides you — human help is always one command away.

AIV Assistant – AI Portfolio Tracker & Financial Insight Tool

AIV Assistant by AllInvestView revolutionizes how individuals manage their finances and investments. It's an AI-powered assistant designed to help you stay on top of your investment portfolio effortlessly. Whether you are a beginner or seasoned investor, AIV provides real-time answers, automatic transaction imports, and deep insights into dividends, returns, allocations, and performance benchmarks.

This investment assistant tool supports natural language commands like "Track my dividend income this year," "Compare my returns to S&P 500," or "Rebalance with $5,000." Its intelligent engine understands your portfolio and responds with accurate, data-driven insights.

With features including trade import from raw text, ETF and stock performance analysis, tax tracking, alert creation, and advanced rebalancing strategies, AIV is the only financial copilot you'll need to keep your money working intelligently.

Key Benefits of AIV Assistant:

  • Instant trade import using plain language or broker logs
  • Accurate tracking of dividend yield and growth over time
  • Comparison tools to evaluate performance against benchmarks
  • Interactive Q&A for quick portfolio analysis
  • Visualized investment performance reports and charts
  • Smart rebalancing based on risk tolerance and goals
  • Automated portfolio alerts and reminders
  • Optimized for investors tracking stocks, ETFs, and bonds
  • Perfect for FIRE movement, DIY finance, and pro-level investing

Discover how AIV Assistant can help you make smarter, faster, and more confident investment decisions.

Talk Like This

You: Import: Buy 10 TSLA at $250 on Jan 5
AIV: Trade imported. Total TSLA shares: 35
You: Compare my portfolio to S&P 500
AIV: Since Jan: Your return = 12.4% | S&P = 10.8%

Frequently Asked Questions

Everything you need to know about AIV Assistant

Is AIV Assistant free?
Yes, AIV Assistant is free to try with no credit card required. Premium plans unlock additional AI features and higher usage limits.
Do I need to format my trades?
Nope! Paste them however you want — we parse plain text, tables, even broker logs. Just type naturally and AIV will understand.
Can I analyze my portfolio's return?
Absolutely. Ask things like "Compare 2024 vs 2025" or "Show my YTD return." AIV gives you detailed breakdowns with charts.
Do you support multiple portfolios?
Yes. Switch, compare, and analyze across different accounts easily. AIV can work with any portfolio in your AllInvestView account.

Loved by Investors

Feels like having a personal analyst. I never thought I'd enjoy portfolio review until this.
Nora, Dividend Investor
This is GPT, but for investing. I wish my broker's dashboard was this smart.
Tom, DIY ETF Investor

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Let AI do the hard work. You ask, AIV delivers insights — instantly.

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No credit card. No setup. Just answers.

AIV Assistant: AI-Powered Portfolio Management

AIV is an AI assistant that helps you import trades, track dividends, analyze returns, and rebalance with natural language. Designed for serious investors seeking clarity, speed, and intelligent decision-making without spreadsheets or manual input.