Track your investments, anytime, anywhere
Invest like the pros. More insight, less effort.
Investment Control
Bring all your investments under one roof. Say goodbye to the hassle of managing multiple platforms and spreadsheets.
Monitor any asset
Track any stock, ETF, mutual funds or crypto from anywhere. Manage Bonds & Fixed income with our bond pricing module.
Your Data is Yours
Your data's integrity is our top priority. Enjoy a secure platform where your information is protected and never shared.
Insightful Analytics
Explore the depths of your investments with personalized insights that reveal your performance, diversification, and much more.
Intuitive and Simple Interface
See your investment allocations clearly. View distributions by individual stocks, countries, industries, or brokers for a comprehensive understanding of your portfolio's composition.
Dividend Management
Track and manage dividends from all your investments, ensuring you never miss out on any returns.
Dividend Analytics
Deep-dive into dividend yield analytics, understand yield on cost, and assess dividend returns per holding across multiple currencies.
Track Dividends
Monitor upcoming and past dividends from your stock holdings seamlessly.
Dividend Updates
Always be in the loop with your investment returns, enabling proactive dividend investing management for maximum efficiency.
Dividend Calendar
Efficiently manage and track dividends with a Dividend calendar, ensuring timely investment planning and income tracking.
Advanced Dividend Graphs
Get a clear picture of your dividends with intuitive graphs. Visualize your earnings trends and upcoming dividend dates for strategic planning.
Portfolio Management Analytics
Explore the depths of your investment strategy with cutting-edge portfolio analysis tools, including Efficient Frontier and Correlation Matrix.
Efficient Frontier Analysis
Maximize your returns for a given risk level with our Efficient Frontier visualization tool, guiding your investment strategy.
Correlation Matrix
Analyze asset relationships with our Correlation Matrix. Utilize color-coded heatmaps for intuitive diversification and risk management.
Strategic Asset Allocation
Identify the optimal asset mix to balance returns and risk, tailored to your investment goals and risk profile.
Advanced Metrics
Daily P&L
Stay updated with day-to-day profit and loss insights.
Portfolio value over time
Track the past performance and the maximum drawdown of your investments for better future decisions.
Annualized Return (IRR)
Measure your investment's yearly growth rate over time. You can also include the dividends you've received.
Sharpe Ratio
Measure the risk-adjusted performance of your investments.
Stock Performance
Visualize and measure the performance of each stock in your portfolio.
Stock Allocation
Visualize and optimize how your stocks are allocated across industries, countries, etc.
An intuitive and graphical representation of your investment returns over time.
A deep dive into your investment metrics, providing a comprehensive overview of your portfolio's performance.
Portfolio Management
Advanced Portfolio Rebalance
Keep your investments aligned with your financial goals.
Easy Booking System
Track and manage all your transactions seamlessly.
Manual Booking
Use our intuitive ticketing system to manually book and manage your investments.
Automatic Booking
Simply drag and drop your CSV file to automatically update and manage your portfolio.
Diverse Asset Classes
From stocks to custom assets, AllInvestView supports a wide range of asset classes.
Bonds
Secure fixed income investments.
Access our advanced bond calculator and specialized management tools.
Stocks
Equity ownership in corporations.
ETFs & Mutual Funds
Diverse range of assets in one package.
Cash
Keep liquidity at hand for opportunities.
Crypto currencies
Diverse digital assets on the blockchain.
Bond Calculator
Bond Pricing
Accurately determine the value of your bonds using our advanced calculator.
Visualize Advanced Metrics
Gain insights into bond metrics such as accrued coupon, yield to maturity, duration or convexity.
Bond Management
Tools to manage individual bonds and bond ladders efficiently.
Search & Discover
Explore the extensive bond database to find bonds that match your criteria.
Coupon Flows
Visualize all your bond coupon flows, ensuring you never miss a payout and understand your cash flow.
Try the CalculatorBond Ladder Visualization
Understand your investment horizon with an intuitive chart representation of your bond maturities.
Upcoming Coupons
Stay updated with your upcoming bond coupon payouts to manage and forecast your cash flows.
Advanced portfolio metrics
Gain insights into your total bond portfolio metrics such as yield and duration.
Filter & Explore
Filter and explore upcoming payouts based on customizable time frames.
Integrated Bond Details
Access detailed bond specifications right from your upcoming coupons list.
Portfolio Powerhouse
Unlimited Portfolios
Create and manage multiple portfolios effortlessly. Track and monitor your investments individually or as a whole.
Dynamic Watchlists
Monitor potential investment opportunities with customized portfolios and watchlists.
Shareable Insights
Make your portfolios public or private, and share insights with a simple link.
Comprehensive Dashboard
From performance metrics to in-depth analytics, get a holistic view of your investments.
Exciting Features on the Horizon
We're constantly working to enhance AllInvestView platform. Stay tuned for more innovative and user-centric features coming soon!
Ready to Take Control of Your Investments?
Join the investors who trust AllInvestView for their portfolio management.
Get Started for FreeFrequently Asked Questions
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!.