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What’s new at AllInvestView

Explore recently shipped features, see what improved, and jump directly into the tools that help you understand and manage your investments.

Updated 28 July 2026 17 product releases

Explore the product

Jump into some of AllInvestView’s most powerful tools.

Ask your portfolio Get portfolio-aware answers and charts. Portfolio analytics Open Dashboard, then choose Analytics. Review holdings Search, filter, and manage your assets. Track options Follow strategies and position lifecycles. Review tax Understand gains, lots, and estimates. Automate alerts Create persistent portfolio monitoring.
Analytics

More actionable portfolio analytics

Portfolio analytics now make it easier to understand what is driving risk and returns, then move from an insight to the relevant holding.

4 improvements
  • Drill down from allocation breakdowns directly into holding details.
  • Clearer target-allocation coverage and guidance.
  • More reliable weekly and month-to-date return comparisons.
  • Improved mobile readability across analytics views.
Open Dashboard, then choose Analytics
Mobile app

Native apps launch on iOS and Android

The native AllInvestView experience brings portfolio tracking and analysis to iOS and Android, designed for quick checks and real portfolio work on the move.

5 improvements
  • Native dashboard, holdings, transactions, cash activity, dividends, and options views.
  • AIV Assistant with streaming answers, charts, file attachments, and confirmation cards.
  • Broker connections and clear post-sync summaries from your phone.
  • Biometric login, Google and Apple sign-in, push notifications, and native subscriptions.
  • Portfolio switching, combined-portfolio management, theme controls, and offline-friendly cached data.
Open the web dashboard
Imports

Smarter imports and assistant attachments

We expanded the files AllInvestView can understand and made it easier to work with portfolio documents from your phone.

3 improvements
  • Magic Import can now read IG transaction-history files.
  • The mobile assistant now accepts file attachments, matching the web experience.
  • Improved reconciliation for foreign-exchange transactions and rounding.
Open Magic Import Ask the AIV Assistant
Options

A clearer options payoff calculator

The options payoff calculator now gives a more useful view of a position's possible outcomes before expiry.

3 improvements
  • Improved payoff calculations and presentation.
  • Clearer handling of strategy outcomes and position details.
  • Additional reliability improvements for synced option activity.
Try the payoff calculator Open options dashboard
AIV Assistant

AIV Assistant becomes a portfolio copilot

The assistant can now work with portfolio data, explain its reasoning, draw useful charts, and help complete tasks while keeping you in control.

6 improvements
  • Ask about performance, allocation, income, upcoming dividends, contributions, tax, and fees.
  • Rich answers include portfolio-aware charts, clear headlines, comparison chips, and currency formatting.
  • Import CSV files and portfolio photos in chat, preview the result, then confirm or undo.
  • Create standing instructions and smart alerts for recurring portfolio monitoring.
  • Proposed account changes use explicit Confirm and Cancel actions before anything is updated.
  • Conversation memory can remember or forget preferences across chats.
Ask your portfolio Manage smart alerts
Broker sync

Deeper and more transparent broker sync

Broker connections now cover more workflows and explain what happened after every sync, with stronger safeguards around duplicates, currencies, and unmapped assets.

6 improvements
  • A new first-party Interactive Brokers connection with broader transaction and asset coverage.
  • Sync summaries show newly booked activity, updated holdings, cash movements, and items needing attention.
  • Improved multi-account portfolio provisioning and assignment controls.
  • Better handling for options, bonds, proprietary funds, unmapped symbols, and foreign currencies.
  • Stronger duplicate prevention, activity matching, and recovery when a provider returns incomplete data.
  • Expanded broker availability, including eToro in the connection directory.
Connect a broker View import options
Alerts

Smart Alerts and one notification center

Portfolio monitoring now lives in one clear place, from simple price thresholds to recurring instructions that watch your portfolio and deliver useful updates.

5 improvements
  • Create, edit, pause, test, and remove persistent Smart Alerts.
  • Receive alert results in the app, by email, and through native push notifications.
  • Review price alerts, smart alerts, portfolio events, and activity in a unified experience.
  • Use the AIV Assistant to create monitoring instructions in natural language.
  • Improved scheduling, delivery reliability, and notification routing.
Open Smart Alerts View alert activity
Product update

The first-half product roundup

Six months of building brought major upgrades across the assistant, options, imports, tax reporting, and portfolio tracking.

5 improvements
  • Ask the AIV Assistant questions about your portfolio, request charts, and create standing instructions.
  • A dedicated options dashboard with P&L, theta decay, expiries, strategy detection, and payoff curves.
  • Magic Import for trades, cash, dividends, options, and bonds, with review and full-batch undo.
  • Expanded tax reporting, including per-position estimates, tax-loss harvesting, Irish deemed disposal, and Modelo 720 exports.
  • More transparent broker-sync summaries, itemized cash activity, and improved bond and dividend tracking.
Open the dashboard
Analytics

Portfolio comparison and deeper Monte Carlo analysis

You can now compare your own portfolios side by side and explore a more realistic range of possible long-term outcomes.

4 improvements
  • Compare allocation, performance, risk, and portfolio characteristics in one view.
  • Choose the projection horizon directly in the Monte Carlo analysis.
  • CAPM-informed drift uses portfolio risk and market sensitivity in the simulation.
  • Clearer status, assumptions, and dark-mode presentation.
Open Dashboard, then Analytics
Options

Options dashboard and wheel strategy upgrades

Options tracking now follows the complete position lifecycle, from opening a contract through rolling, assignment, expiry, exercise, and realized results.

6 improvements
  • Dedicated options dashboard with open and closed positions, P&L, expiries, Greeks, and payoff views.
  • Automatic strategy detection and a cross-asset net-delta view.
  • Wheel strategy cycles link cash-secured puts, assigned shares, covered calls, rolls, and called-away stock.
  • Roll, buy-to-close, manual partial-close, assignment, exercise, and expiry workflows.
  • Realized P&L over time, strategy value snapshots, friendly wheel labels, and CSV export.
  • Improved cost-basis treatment when option premiums flow into assigned or called-away shares.
Open options dashboard Try the payoff calculator
Imports

Review every import before it changes your portfolio

Magic Import now gives you a clear checkpoint before booking a broker statement, plus a safe way to reverse the complete batch.

5 improvements
  • Review valid rows, warnings, duplicates, and unsupported data before importing.
  • Correct fields inline and choose the right cash-transaction type.
  • Import trades, cash, dividends, options, bonds, and prices through one workflow.
  • Undo an entire import session with one confirmed action.
  • Stronger date, currency, fee, and transaction-direction validation.
Open Magic Import View supported imports
Bonds

Better bond income and payment reporting

Bond investors can now follow coupon income and payment history more clearly, with practical tools for reporting and planning.

5 improvements
  • Filter coupon history by calendar year for tax and income review.
  • Unified, exportable bond-payment history.
  • Clearer accrued interest, coupon schedules, and bond valuation context.
  • Bond ladder builder and accrued-interest calculator for planning new positions.
  • Improved bond names and broker-synced coupon enrichment.
Open bond report Build a bond ladder
Tax reporting

More actionable investment tax reporting

Tax reports now connect lot-level calculations with decisions, helping you understand realized results and potential selling opportunities before year end.

5 improvements
  • FIFO, LIFO, and average-cost reporting with fee-aware gains.
  • Estimated tax owed and realized or unrealized results by position.
  • Tax-loss harvesting and long-term-lot sell candidates.
  • Irish deemed-disposal calculations with date-aware exit-tax rates.
  • Modelo 720 computation and exports for investors in Spain.
Open tax report Read the tax-reporting guide
Allocation

A complete allocation and rebalancing workspace

The allocation view now connects your current portfolio, target model, and individual holdings so you can see where changes may be needed.

5 improvements
  • Compare current and target allocations with matched concentric charts.
  • Drill into categories, subcategories, and individual holdings.
  • Include stocks, bonds, options, and cash in the allocation view.
  • Set and manage portfolio targets with clearer quick actions.
  • Generate optimized rebalance suggestions and reports.
Open allocation workspace
Cash

A proper multi-currency cash account

Cash activity now has its own ledger, making deposits, income, fees, and investment cash flows easier to trace.

5 improvements
  • Standalone cash-account page with multi-currency totals.
  • Categories for deposits, withdrawals, income, expenses, fees, and interest.
  • Linked dividend and option-premium activity with clear source labels.
  • Portfolio-scoped transactions, immediate updates, and safer deletion.
  • CSV export for reconciliation and record keeping.
Open cash account Add a cash transaction
Holdings

A faster, clearer holdings experience

The holdings pages were redesigned to make large and mixed-asset portfolios easier to scan, search, filter, and manage.

5 improvements
  • A cleaner stock table with stronger hierarchy and better use of space.
  • Portfolio-wide search, filtering, grouping, pagination, and page-aware batch selection.
  • Responsive columns and improved alignment on phones and narrow screens.
  • Clear routing from stocks, bonds, custom assets, and options to the correct detail experience.
  • Combined-portfolio support, clearer bond names, realized P&L, and faster add-holding flows.
Open holdings
Dividends

A clearer dividend calendar and income view

Dividend tracking now separates what has been received, declared, and estimated, while making future income easier to understand.

5 improvements
  • Calendar and timeline views for ex-dividend and payment dates.
  • Clear received, declared, and estimated payment states.
  • Monthly income projections and portfolio-level dividend summaries.
  • Improved duplicate prevention and same-day payment handling.
  • Dividend report and custom-payment tools for complete records.
Open dividend report

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