Two Approaches
SigFig manages investments for you. AllInvestView gives you the analytics to manage them yourself.
SigFig
US robo-advisor offering automated portfolio management of diversified ETFs at 0.25% AUM, plus free portfolio tracking tools for self-directed accounts.
AllInvestView
FeaturedSelf-directed portfolio tracker with 30+ broker sync, bonds with QuantLib YTM, options Greeks, multi-currency, tax reports for 12 countries, and AI assistant.
Evaluating SigFig
SigFig's value proposition is simple: hand over your money, they manage a diversified ETF portfolio, you pay 0.25% AUM. For investors who don't want to make decisions, this is a reasonable proposition.
Where SigFig Works Well
- Low advisory fee (0.25% AUM) for managed accounts
- Automated portfolio management with rebalancing
- Diversified ETF portfolios with risk-based allocation
- Free portfolio tracking for non-managed accounts
- Hands-off approach for passive investors
Where SigFig Falls Short
- US clients only — no international support
- Limited features for active or self-directed traders
- No tax-loss harvesting on smaller accounts
- Manages only diversified ETFs — no individual bonds, options, or crypto
- No formal capital gains tax reports for international investors
- Limited research / analytics tools beyond the managed view
Evaluating AllInvestView
AllInvestView is built for investors who make their own decisions and want professional-grade analytics across multiple brokers and asset classes.
- Multi-broker sync: 30+ brokerages via SnapTrade including Interactive Brokers, Schwab, Fidelity, Trading 212, DEGIRO, Questrade, Wealthsimple, Trade Republic, Revolut.
- Tax reports: 12 country presets plus configurable rules for any jurisdiction.
- Bond mathematics: QuantLib YTM, modified duration, convexity, accrued interest.
- Options analytics: Real-time Greeks, multi-leg strategies, payoff diagrams.
- Multi-currency: Native currency per holding, historical FX at trade date.
- Real estate, crypto, custom assets: All native asset types.
- Advanced analytics: Monte Carlo, Efficient Frontier, VaR, Sharpe/Sortino, benchmark comparison.
- AI portfolio assistant: Natural-language queries.
- Lifetime Deal: $447 one-time, no recurring fees.
Asset Coverage
SigFig: Manages diversified ETF portfolios. Limited individual stock tracking, no individual bond analytics, no options, no crypto.
AllInvestView: Stocks, ETFs, mutual funds, individual bonds (with YTM/duration), options (with Greeks), crypto, forex, real estate, custom assets.
Fee Structure
SigFig: Free for tracking; 0.25% AUM annually for managed accounts. On a $250,000 portfolio, that's $625/year — ongoing forever.
AllInvestView: Free tier (10 holdings); paid plans $5.99-$16.42/month annually; or Lifetime Deal at $447 one-time. Flat pricing, doesn't scale with portfolio size. On any portfolio over ~$200k, the math favors AllInvestView significantly versus SigFig's 0.25% fee.
Geographic Coverage
SigFig: US clients only.
AllInvestView: Global, available in 9 languages. Broker integrations across US, UK, Europe, Canada, Australia, Asia. Tax presets for 12 countries plus configurable for any other.
Feature Grid
| Capability | SigFig | AllInvestView |
|---|---|---|
| Stock and ETF tracking | ||
| Active portfolio management (robo) | ||
| Self-directed analytics | ||
| Available outside US | ||
| Multi-broker aggregation | ||
| Multi-currency tracking | ||
| Capital gains tax reports (12+ countries) | ||
| Bond yield calculations (YTM, duration) | ||
| Options with Greeks | ||
| Crypto tracking | ||
| AI portfolio assistant | ||
| Flat fee (no AUM) | ||
| Lifetime payment option |
Self-Directed Tracking Without AUM Fees
If you make your own decisions, AllInvestView is the analytics platform built for you. Multi-broker, multi-asset, multi-country tax. Flat pricing.
Making Your Choice
SigFig makes sense when:
- You're a US resident wanting hands-off portfolio management
- You don't want to make individual investment decisions
- 0.25% AUM fee is acceptable for full robo-advisory service
- Your portfolio is concentrated in standard ETF allocation
AllInvestView makes sense when:
- You make your own investment decisions
- You're outside the US or want global broker support
- You hold individual bonds, options, crypto, or real estate
- You want flat pricing instead of ongoing AUM fees
- You need tax reports for any specific jurisdiction
Questions Answered
Is SigFig a portfolio tracker or robo-advisor?
SigFig is primarily a robo-advisor (0.25% AUM) that actively manages investments, with free tracking tools as a secondary feature. AllInvestView is exclusively a tracking and analytics platform — no advisory service.
Does SigFig work outside the US?
No. SigFig serves US clients only. AllInvestView is available globally in 9 languages with multi-currency support and tax reports for 12+ countries.
Can AllInvestView manage my investments like SigFig?
No. AllInvestView shows you allocation drift and suggests rebalancing trades but does not execute them. You execute manually in your broker. For active management, SigFig (or another robo-advisor) is the right choice.
What's a SigFig alternative without robo fees?
AllInvestView provides comparable tracking and analytics without any AUM fee — flat subscription ($5.99-$16.42/month) or one-time Lifetime Deal at $447. You keep self-directed control plus features SigFig doesn't (bonds with YTM, options Greeks, multi-currency, 12-country tax).
Does SigFig handle bonds, options, or crypto?
SigFig manages diversified ETF allocations only — no individual bonds, options, or crypto. AllInvestView covers all of these: bonds with QuantLib YTM, options with Greeks, native crypto tracking.
