AllInvestView - FAQs

QWhat is AllInvestView?

AllInvestView is an all-in-one investment tracking solution for stocks, ETFs, bonds, crypto, and more, offering advanced analytics and real-time performance tracking.

QWhat is the Lifetime Deal?

Our Lifetime Deal offers unlimited premium access for a one-time payment of up to $399..

QCan I sync AllInvestView with my brokerage account?

Yes, AllInvestView connects with various brokers to provide real-time updates and performance tracking directly from your brokerage account. This is done through secured third parties such as Snaptrade.

QWhat types of assets can I track?

You can track stocks, ETFs, bonds, mutual funds, crypto, and even custom assets such as real estate or collectibles.

QHow can I import transactions into AllInvestView?

Importing transactions is easy with our interactive import page. You can:

• Upload transactions in any format, including spreadsheets.
• Copy and paste transactions directly.
• Choose from our supported brokers or request support for new ones.

Start your import process here or learn more on our Help Page.

QDoes AllInvestView include tax optimization tools?

Yes, AllInvestView includes tools for generating tax reports and optimizing portfolio tax efficiency. Enhanced tax tools are also on our roadmap.

QCan I add specific crypto coins like DOGE, TON, WIFDOG?

Yes! You can track cryptocurrencies by appending the currency code, e.g., TONUSD. Learn more in our help section.

QDo you offer intraday pricing for stocks?

Absolutely! Intraday stock pricing is available with a delay of up to 15 minutes.

QCan I track Forex and Crypto?

Yes, AllInvestView supports Forex and Crypto tracking. Simply add the currency pair, e.g., BTCUSD for Bitcoin or EURUSD for Forex.

QWill I get lifetime updates with the Lifetime Deal?

Yes, all future updates and enhancements are included with the Lifetime Deal at no extra cost, unless new functionalities that are subject to a new license

QDo you have tutorials on how to use the platform?

Yes, check out our training materials and video tutorials in the help section.

QIs lifetime support included?

Yes, email support is included with the Lifetime Deal, ensuring you always have assistance when needed.

QCan I access my investments on any device?

Absolutely! Whether you're on a smartphone, tablet, laptop, or desktop, your investments are always at your fingertips. Stay updated no matter where you are.

QHow does AllInvestView handle my data?

Your privacy is paramount. We don't monetize any personal data. We anonymize data and ensure full transparency in our tech practices. Simply put, your data remains yours.

QCan I suggest new features?

Yes! We’re constantly improving the platform based on user feedback. Submit your ideas in the feature request page.

QWhich languages are supported on the platform?

Hello, Hola, Bonjour! Currently, the content on our platform is available primarily in English, but our support team is fluent in English and Spanish, and with a cheerful "un peu" of French. We encourage you to reach out with questions or feedback in the language you're most comfortable with!.