Platform Overview
Barchart has been providing market data since 1934 and has evolved into a comprehensive financial data platform. It offers real-time and delayed quotes, advanced charting, technical analysis tools, options screeners, commodity data, and financial news. Barchart serves both retail traders and institutional clients through its data APIs.
AllInvestView is a portfolio tracking platform that helps investors manage their holdings across stocks, bonds, options, crypto, real estate, and custom assets. For options traders, it provides a Greeks dashboard, wheel strategy lifecycle management, roll chain tracking, P&L analytics, and capital gains tax reporting.
Barchart
Established market data platform with real-time quotes, advanced charting, options screeners, commodity data, and financial news.
AllInvestView
Our PickPortfolio tracker with Greeks dashboard, wheel strategy lifecycle, P&L analytics, roll chains, broker sync, and tax reporting across all asset classes.
Market Data and Charting: Barchart's Strength
Barchart provides deep market data that is valuable for research and analysis:
- Real-time quotes — stock, options, futures, forex, and commodity prices with minimal delay
- Advanced charting — technical analysis with dozens of indicators, drawing tools, and chart types
- Options chains — full chains with Greeks, volume, open interest, and implied volatility for any optionable stock
- Screeners — stock and options screeners with extensive filtering criteria
- Commodity data — agricultural, energy, and metal futures with historical data
- Price alerts — customizable alerts based on price, volume, or technical indicators
- Market overview — sector performance, market breadth, and trending stocks
Barchart's free tier is generous, offering delayed quotes, basic charting, and limited screening. The premium tier adds real-time data, advanced features, and full screener access.
Portfolio Tracking: AllInvestView's Strength
While Barchart offers a basic watchlist, it is not designed for comprehensive portfolio management. AllInvestView provides:
- True portfolio tracking — record every trade with cost basis, fees, and currency conversion
- P&L analytics — realized and unrealized gains, annualized returns, IRR calculations
- Greeks dashboard — portfolio-level delta, gamma, theta, and vega with historical evolution
- Wheel strategy — lifecycle stepper for CSP → assignment → CC → called away cycles
- Roll chain tracking — complete history of option rolls with net credit/debit
- Broker auto-sync — connect to major brokerages via SnapTrade for automatic trade import
- Tax reports — capital gains with FIFO, LIFO, and average cost basis across 14+ jurisdictions
- Multi-asset views — options alongside stocks, bonds, dividends, crypto, and real estate
Data vs management: Barchart tells you what the market is doing. AllInvestView tells you what your portfolio is doing. Most investors need both perspectives—market awareness for decisions, portfolio tracking for performance measurement and tax compliance.
Options Capabilities Compared
Both platforms serve options traders, but in different ways:
Barchart Options Features
Barchart provides a research-oriented view of options: full chains with Greeks, unusual activity reports, most active options, highest implied volatility lists, and options screeners. These tools help you find and evaluate potential trades.
AllInvestView Options Features
AllInvestView provides a management-oriented view of options: your actual positions with real P&L, portfolio-level Greeks aggregation, wheel strategy lifecycle, roll chain history, strategy auto-detection, scenario analysis, and tax reporting. These tools help you manage positions you already hold.
Feature Comparison
| Feature | Barchart | AllInvestView |
|---|---|---|
| Market data / quotes | ||
| Options screener | ||
| Advanced charting | ||
| Greeks calculations | ||
| Position tracking | ||
| P&L analytics | ||
| Wheel strategy lifecycle | ||
| Roll chain tracking | ||
| Break-even analysis | ||
| Multi-asset portfolio | ||
| Tax reports | ||
| Broker auto-sync |
Pricing Comparison
Barchart pricing:
| Plan | Price | Key Features |
|---|---|---|
| Free | $0 | Delayed quotes, basic charting, limited screeners |
| Premier | ~$30/month | Real-time data, advanced charting, full screener, options data, alerts |
AllInvestView pricing:
| Plan | Price | Key Features |
|---|---|---|
| Free | $0 | Full tracking, limited holdings count |
| Pro | $5.99/month | Unlimited holdings, Greeks dashboard, wheel lifecycle, tax reports, broker sync |
| Lifetime | One-time payment | All Pro features forever, no recurring fees |
Barchart's free tier is one of the most generous in the industry for market data. AllInvestView's free tier provides full portfolio tracking with a limited number of holdings. Together, you can get comprehensive market data and portfolio tracking for approximately $36/month total, or less with AllInvestView's lifetime option.
See the AllInvestView Options Dashboard
Strategy detection, Greeks, P&L and payoff diagrams — all in one view.
Explore More Options Tools & Guides
All options tools in one place
Track trades, Greeks & P&L
Calls, puts & Greeks explained
Delta, Gamma, Theta & Vega
Visualise profit & loss
CSP → assignment → covered calls
Income strategy analysis
Entry strategy analysis
Complete wheel walkthrough
AAPL, TSLA, NVDA & 50 more
Go Beyond Market Data: Track Your Actual Portfolio
Greeks dashboard, wheel lifecycle, P&L analytics, roll chains, and tax reports. The portfolio management that market data platforms do not provide.
Which Should You Choose?
Choose Barchart if:
- You need real-time market data and advanced charting
- You want to screen for options opportunities
- You trade commodities or futures alongside options
- You already have a portfolio tracker for position management
Choose AllInvestView if:
- You need to track actual positions and calculate P&L
- You want portfolio-level Greeks monitoring and analysis
- You run the wheel strategy and need lifecycle management
- You need capital gains tax reports for your trading
- You want everything—options, stocks, bonds—in one view
Bottom line: Barchart is a market data platform; AllInvestView is a portfolio management platform. Barchart helps you research and discover trades. AllInvestView helps you track, manage, and report on the trades you make. For a complete trading workflow, many investors use a data platform like Barchart alongside a portfolio tracker like AllInvestView.
Common Questions
Does Barchart track my portfolio?
Barchart offers a basic portfolio watchlist feature where you can add symbols and see their current prices and changes. However, it does not provide true portfolio tracking with cost basis, P&L calculations, Greeks aggregation, wheel strategy management, or tax reporting. For comprehensive portfolio analytics, AllInvestView is the more appropriate tool.
Can AllInvestView screen options?
AllInvestView focuses on tracking options you already own rather than screening for new opportunities. It provides Greeks calculations, scenario analysis, and payoff diagrams for your positions. For options screening with filters like unusual volume, IV rank, or sector analysis, Barchart or dedicated screening tools are better suited.
Which has better options data?
Barchart provides broader market data including real-time quotes, options chains for any ticker, historical data, and charting. AllInvestView provides deeper analytics for your actual positions including Greeks evolution, P&L attribution, roll chain history, and cost basis tracking. Barchart is better for research; AllInvestView is better for portfolio management.
Can I use both Barchart and AllInvestView together?
Yes, they complement each other well. Barchart provides the market data, charting, and screening you need for research and trade discovery. AllInvestView provides the portfolio tracking, P&L analytics, and tax reporting you need for managing your positions. Many traders use a data platform like Barchart alongside a portfolio tracker like AllInvestView.