Everything you need to track, analyse and grow your portfolio.
AllInvestView brings all your investments under one roof. Stocks, bonds, ETFs, options, crypto, real estate and more — with professional-grade analytics, tax reporting and automatic broker sync.
One dashboard for every asset you own
See your full portfolio at a glance. Allocation by asset class, country, sector and broker. Clean, fast and built for investors who want clarity.
Multi-asset allocation
View how your portfolio is split across stocks, bonds, ETFs, options, crypto and real estate in one view.
Sector & geographic breakdown
Understand your exposure by country, region and industry sector for optimal diversification.
Real-time P&L
Track daily profit and loss, total returns, CAGR and unrealised gains across all holdings.
Multiple portfolios & combined views
Create unlimited portfolios and combine them to see your total net worth in one place.
Professional-grade analytics
Tools typically reserved for institutional fund managers, available for free.
Benchmark Comparison
Compare each holding against VOO, SPY or any benchmark. See if your stock picks actually beat the index.
Monte Carlo Simulation
Project thousands of possible portfolio outcomes. Understand the range of returns you might expect over time.
Value at Risk (VaR)
Quantify your downside risk at 95% and 99% confidence levels. Know the worst-case scenario before it happens.
Efficient Frontier
Full Markowitz mean-variance optimization. Find the portfolio mix that maximises returns for your risk level.
Correlation Matrix
Colour-coded heatmap showing how your assets move together. Achieve real diversification, not just variety.
Sharpe Ratio & Alpha
Measure risk-adjusted returns. See your CAGR, Alpha, Beta and Sharpe Ratio across the entire portfolio.
Every asset class in one place
It does not matter what you invest in. AllInvestView tracks it all with specialised tools for each asset type.
Stocks & ETFs
200,000+ securities across 80+ global exchanges. Live prices, fundamentals, sector analysis and benchmark comparison.
Bonds
YTM, duration, convexity, accrued coupon. Bond ladder visualisation and coupon calendar. Professional-grade bond calculator.
Options
Track calls and puts with full Greeks: Delta, Gamma, Theta and Vega. Black-Scholes pricing, wheel strategy and P&L analysis.
Real Estate
Track properties, mortgages, rental income and expenses. Cap rate, NOI, cash-on-cash return and appreciation.
Crypto
Bitcoin, Ethereum and all major digital assets. Track your crypto alongside traditional investments in one portfolio.
Cash & Custom Assets
Cash accounts in any currency. Custom assets for anything else: art, wine, collectibles. Track everything you own.
Track every dividend like a professional
Never miss a payment. Monitor past, upcoming and projected dividends with tools built for income-focused investors.
Interactive calendar
See all payment dates, ex-dividend dates and record dates in one intuitive calendar view.
Dividend Score & Yield on Cost
Evaluate dividend quality with our proprietary score. Track yield on cost relative to your purchase price.
Projected income & YoY growth
See your estimated annual dividend income and track year-over-year growth with detailed charts.
Save hours at tax time
Generate capital gains and tax reports for your country in minutes. Configurable cost basis methods, progressive brackets and advanced tax features.
FIFO / LIFO / Average Cost / Specific ID
Choose the cost basis method your tax authority requires, or compare methods to find the one that saves you the most.
14 Tax Jurisdictions
Pre-configured rules for the US, UK, Germany, Spain, France, Italy, Netherlands, Canada, Australia and more. Fully customisable.
Progressive Tax Brackets
Configure multiple tax bands with different rates. See exactly how much tax you owe at each bracket level.
Wash Sale Detection
Automatically flags wash sale violations so you do not accidentally claim disallowed losses on your tax return.
Loss Carry-Forward
Track realised losses that can offset future gains. Optimise your tax position year after year.
PDF / Excel / CSV Export
Download your tax report in the format your accountant needs. Print-ready PDF or detailed spreadsheet.
Get started in minutes, not hours
Multiple ways to bring your portfolio in. Pick the one that suits you best.
Broker Sync
Automatic sync with Trading 212, Interactive Brokers, Schwab, Fidelity, Questrade, Wealthsimple, Alpaca and dozens more via secure read-only connection. CSV import for brokers not yet on SnapTrade (DEGIRO, Revolut, Swissquote, and others).
Smart CSV Import
Magic CSV auto-detection plus ready-made templates for your broker. Upload your export file and go.
Manual Entry
Add trades manually with autocomplete across 200,000+ assets. Quick, flexible and always available.
Broker-Specific Templates
Ready-made import templates for Interactive Brokers, DEGIRO, Trading 212, Schwab, Fidelity, ING, Portfolio Performance and more.
Import Session History
Every import is saved as a session. Undo or rollback previous imports with a single click if something goes wrong.
Bulk Operations
Bulk import cash transactions, dividends and price updates. Manage holdings in bulk with transfer, edit and delete tools.
Professional Bond Calculator
Advanced fixed income tools for bond valuation and analysis, designed for both retail and professional investors.
Precise valuation
Calculate theoretical price, accrued coupon, Yield to Maturity, duration and convexity.
Bond Ladder
Visualise your maturities and future coupon flows to manage your cash flow timeline.
Bond database
Search and discover bonds that match your investment criteria.
Properties
Track value, mortgages and equity.
Rental Income
Log income and expenses monthly.
Cap Rate & NOI
Key metrics calculated for you.
Net Worth View
See real estate alongside all other assets.
Real estate tracking built in
Your property portfolio alongside your financial assets. Track properties, mortgages, rental income and expenses — see your complete net worth in one dashboard.
Property details
Record purchase price, current value, area, location, property type and mortgage details.
Rental income & expenses
Log monthly rental income and expenses. Track cash-on-cash return and property cash flow.
Mortgage deduction
Optionally deduct outstanding mortgage from your total portfolio value for a true net worth view.
Options tracking with full Greeks
Track calls and puts, monitor Greeks in real time, and run the wheel strategy with dedicated tools.
Black-Scholes Pricing
Real-time option pricing with Delta, Gamma, Theta and Vega. See how Greeks change as the market moves.
Wheel Strategy
Dedicated wheel strategy tracker with lifecycle management: CSP, assignment, covered calls and close-out.
Rolling & Exercise
Roll options to new strikes or expiries. Mark as exercised or expired with full P&L tracking.
Automatic corporate actions & earnings
Stock splits, mergers and earnings are handled for you. No manual adjustments needed.
Stock Splits
Automatic detection and adjustment of stock splits so your cost basis stays accurate.
Mergers & Spinoffs
Corporate actions like mergers and spinoffs are tracked and reflected in your portfolio.
Earnings Calendar
See upcoming earnings dates for all your holdings so you are never caught off guard.
Short Selling
Track short positions alongside long holdings with full P&L and risk analytics.
Ask anything about your portfolio
Our AI assistant has full context of your holdings, performance and history. Ask natural language questions like "What is my best performing stock?" or "How much dividend income did I earn in 2024?"
Smart Insights
AI-powered suggestions on allocation and risk.
Price Alerts
Get notified when price targets are hit.
AI-powered portfolio assistant
Get instant answers about your portfolio with natural language. Our AI assistant understands your holdings, performance and goals.
Natural language queries
Ask questions in plain English and get detailed, data-backed answers about your portfolio.
Performance analysis
AI-generated insights on best and worst performers, risk exposure and diversification gaps.
Earnings recaps
AI-generated summaries of earnings reports for companies in your portfolio.
Powerful portfolio management tools
Everything you need to organise, rebalance and share your portfolios.
Unlimited Portfolios
Create as many portfolios as you need. Separate by broker, strategy or goal. Combine them for a total view.
Portfolio Rebalancing
Set target allocations and get rebalancing suggestions. See exactly what to buy and sell to reach your targets.
Watchlists
Monitor potential investments with customised watchlists. Track prices and fundamentals before you buy.
Public Portfolios
Share your portfolio publicly with a link. Get comments and votes from the community.
Portfolio Value Over Time
Historical portfolio value chart with max drawdown indicator. See how your net worth has grown over months and years.
8 Themes
Choose from 8 beautiful themes including premium dark, premium light, cyberpunk and executive.
In-App Notifications
Real-time alerts for price targets, earnings dates, option expiration and portfolio events. Weekly email summaries.
Portfolio Share Cards
Generate beautiful share cards with your portfolio metrics for social media. One click to download or share.
Holdings Sparklines
Mini price charts next to each holding in your portfolio table for an instant visual of recent performance.
Community & social
Share ideas, compare strategies and grow with other investors.
Community hub
Discover public portfolios shared by other investors. Like, comment and learn from real allocation strategies.
Portfolio comparison
Benchmark your returns against other public portfolios and major indices to see how you stack up.
Referral programme
Invite friends and earn free premium days for every referral. Track your referrals and rewards in your profile.
Modelo 720 & specialised tax tools
Country-specific tax reporting beyond capital gains.
Modelo 720
Auto-generate the Spanish foreign-asset declaration with BOE-compliant XML export.
ECB FX rates
Historical exchange rates from the European Central Bank, loaded automatically for tax filings.
Withholding tax
Track dividend withholding tax per country so you know exactly what was retained at source.
Filing status
Mark reports as filed, track declarant data and keep a clean audit trail year after year.
How AllInvestView compares
See detailed side-by-side comparisons with other portfolio trackers.
Free investment calculators
Professional-grade tools, free for everyone. No account required.
Achievements & share cards
Celebrate milestones and share your progress with the world.
19 achievements
Unlock milestones as you grow — portfolio value, returns, dividends, diversification and tracking anniversaries.
Portfolio share cards
Generate beautiful performance cards in 4 themes (Midnight, Arctic, Obsidian, Nebula) and share on Twitter/X, LinkedIn or Instagram.
Year Wrapped
Get an annual summary card with your top performers, total dividends earned and portfolio growth — ready to share.
Learning hub
Guides, strategies and tax articles for every investor.
Investment guides
FIRE planning, dividend growth, tax-loss harvesting and more.
Strategy articles
Wheel strategy, covered calls, portfolio rebalancing and income generation.
Tax guides by country
Capital gains and dividend tax rules for the US, UK, Germany, Spain and more.
Broker comparisons
Side-by-side reviews of popular brokers and portfolio trackers.
Your data stays yours
Your financial data security is our top priority.
Read-only access
AllInvestView never has access to execute trades in your brokerage account. View-only, always.
No ads or third parties
Your data is never sold or shared. No third-party trackers, no ads, no fine print.
Export anytime
Your data belongs to you. Import and export whenever you want. No lock-in, ever.
Frequently asked questions
Everything you need to know about AllInvestView features.
More features on the way
We ship new features every week. Vote on what to build next.
Ready to take control of your investments?
Join investors who already manage their portfolios with AllInvestView. Free, no commitment, no credit card.
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