AllInvestView (AIV) | Portfolio Monitor | Track & Analyze Your Investments

All your Investments,
in one View

Beta Version

Unified view of all assets.

Deep, actionable insights.

Diverse asset support.

Advanced management tools.

Intuitive and simple user interface.

Flawless on desktop & mobile.

Track your investments, anytime, anywhere

Invest like the pros. More insight, less effort.

Investment Control

Simplify your life by consolidating all your investments in one dashboard. No more app switching or tedious Excel spreadsheets. Save time and focus on your investments.

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

We take your data privacy seriously. Rest assured, your data is kept safe and private, and we would never sell it to third parties.

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 Calculator

Bond 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.

Portfolio Rebalancing - Coming soon!

Optimized Allocation

Adjust your portfolio's asset distribution with precision, based on real-time market conditions and your investment goals.

Strategic Rebalancing

Our tool suggests ideal allocation shifts, helping you to make informed decisions for balanced growth and risk management.

Regular Reviews

Periodic rebalancing ensures your portfolio aligns with your target asset allocation, maximizing potential returns.

Navigate Your Financial Future - Coming soon!

  • Estimate when you'll hit specific financial milestones.
  • Plan for significant life events.
  • Adapt to potential market scenarios.
  • Visualize growth trajectories and compound interest effects.
  • Set and monitor targets to ensure you're on the right track.
  • Make informed decisions with clear insights.

Be the first to know when this feature goes live! Follow us on Twitter for updates.

Exciting Features on the Horizon

Explore Our Roadmap

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

Frequently Asked Questions

No, an email is not required to register. You can quickly sign up with just a username and password. However, adding an email has its advantages: it aids in password recovery and ensures you receive important updates from us. It's optional, but we recommend it for an enhanced experience

With AllInvestView you can track a variety of assets including bonds, stocks, ETFs, mutual funds, cash. Also, custom assets are cooming soon.

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.

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.

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!.