FAQ

Frequently Asked Questions

Everything you need to know about AllInvestView. Can't find what you're looking for? Contact support

No questions match your search. Try different keywords or ask us directly.
Getting Started
What is AllInvestView?
AllInvestView is an all-in-one investment portfolio tracker that lets you monitor stocks, ETFs, bonds, crypto, options, mutual funds, real estate, and custom assets in a single dashboard. It includes advanced analytics, performance tracking, tax reports, dividend monitoring, and AI-powered insights.
Is AllInvestView free to use?
Yes. The free plan includes up to 10 holdings, 1 portfolio, basic analytics, an AI assistant, and 5-year performance tracking. You can use it indefinitely. Premium plans unlock unlimited holdings, advanced analytics, broker sync, tax reports, and more.
How do I add my investments?
There are three ways to add investments:
  • Manual entry - Add individual trades with date, price, and quantity
  • CSV import - Upload transactions from 30+ supported brokers
  • Broker sync - Connect your brokerage account for automatic updates (premium)
Can I access AllInvestView on any device?
Yes. AllInvestView is a web application that works on any device with a browser - desktop, laptop, tablet, or smartphone. Your data syncs automatically across all devices.
Features
What types of assets can I track?
AllInvestView supports stocks, ETFs, bonds, mutual funds, cryptocurrencies, options, forex, real estate, and custom assets (like collectibles or private equity). Simply search by ticker symbol, ISIN, or name when adding a holding.
Can I sync my brokerage account?
Yes. AllInvestView features 56 brokers with detailed integration info — including Robinhood, Schwab, Fidelity, Interactive Brokers, Webull, Trading 212, DEGIRO, Questrade and more — and supports virtually any other broker via smart CSV import. Auto-sync connections are read-only and we never store your brokerage credentials. See the full broker directory →
Does AllInvestView support tax reporting?
Yes. Generate capital gains tax reports with support for FIFO, LIFO, and average cost methods. Configure custom tax rules, progressive brackets, wash sale windows, and loss carryforward for your jurisdiction. Export reports for your tax advisor.
How does dividend tracking work?
AllInvestView automatically tracks dividends for your holdings. View dividend history, upcoming payments, yield analysis, and annual income projections. You can also add custom dividends for assets that aren't automatically tracked.
What analytics are available?
The analytics suite includes:
  • Performance tracking with time-weighted returns
  • Asset allocation and sector/country breakdowns
  • Portfolio rebalancing recommendations
  • Benchmarking against indices (S&P 500, MSCI World, etc.)
  • Dividend analytics and yield projections
  • AI-powered portfolio analysis and insights
Can I track crypto and forex?
Yes. Add cryptocurrencies using the format BTCUSD, ETHUSD, TONUSD, etc. For forex, use pairs like EURUSD or GBPJPY. Prices update in near real-time.
Do you offer real-time stock prices?
AllInvestView provides intraday stock pricing with a delay of up to 15 minutes. End-of-day prices are available for all supported exchanges worldwide.
Pricing & Plans
What plans are available?
AllInvestView offers four plans: Free (forever free, 10 holdings), Starter (25 holdings, broker sync), Advanced (unlimited holdings, most popular), and Pro (unlimited everything). All paid plans include a 14-day free trial. See our pricing page for full details.
Can I try premium features before paying?
Yes. All paid plans include a 14-day free trial. You won't be charged until the trial ends, and you can cancel anytime. Plus, there's a 14-day money-back guarantee even after your trial.
What is the Lifetime Deal?
The Lifetime Deal offers permanent premium access for a one-time payment. All future updates and enhancements are included at no extra cost. It's ideal for long-term investors who want to avoid recurring subscriptions.
Can I cancel my subscription?
Absolutely. Cancel anytime from your account settings. No cancellation fees, no questions asked. You'll keep access until the end of your billing period.
What payment methods do you accept?
We accept all major credit and debit cards (Visa, MasterCard, American Express) through Stripe. Apple Pay and Google Pay are also supported in most regions.
Can I switch between plans?
Yes. Upgrade or downgrade anytime. Upgrades take effect immediately with prorated billing. Downgrades apply at your next billing cycle.
Data & Security
Is my financial data secure?
Security is our top priority. We use bank-level 256-bit SSL encryption, never store brokerage credentials, and only use read-only broker connections. Your data is never sold or shared with third parties.
How does AllInvestView handle my data?
Your privacy is paramount. We don't monetize any personal data. We anonymize usage data and ensure full transparency in our practices. Your portfolio data remains yours and you can export or delete it at any time.
How does broker sync work securely?
Broker connections go through SnapTrade, a regulated financial data aggregator. AllInvestView never sees or stores your brokerage login credentials. Connections are read-only, meaning we can only view your holdings - no trading actions are possible through AllInvestView.
Can I export or delete my data?
Yes. You can export your portfolio data and transaction history at any time. If you wish to delete your account and all associated data, you can do so from your account settings.
Technical
How can I import transactions from my broker?
Our interactive import page supports CSV files from 30+ brokers including Trading 212, DEGIRO, Interactive Brokers, Freetrade, Revolut, Schwab, and more. You can also copy-paste transactions or use our column mapper for unsupported formats.
Which currencies are supported?
AllInvestView supports virtually all currencies. Holdings are automatically converted to your base currency using live exchange rates. You can set your preferred display currency in your account settings.
Which stock exchanges are supported?
AllInvestView supports stocks and ETFs from all major global exchanges including NYSE, NASDAQ, LSE, Euronext, XETRA, TSX, ASX, HKEX, and many more. If a security has a ticker symbol or ISIN, chances are we support it.
Which languages are supported?
AllInvestView is available in 9 languages: English, Spanish, French, German, Portuguese, Italian, Dutch, Japanese, and Chinese. Our support team can assist you in English and Spanish.
Can I suggest new features?
Absolutely! We build AllInvestView based on user feedback. Submit and vote on ideas on our feature request page. Many of our most popular features started as user suggestions.

Still have questions?

Our team is here to help. Reach out anytime and we'll get back to you within 24 hours.

Email Support Get Started Free