Stay updated with day-to-day profit and loss insights.
Track the past performance and the maximum drawdown of your investments for better future decisions.
Measure your investment's yearly growth rate over time. You can also include the dividends you've received.
Measure the risk-adjusted performance of your investments.
Visualize and measure the performance of each stock in your portfolio.
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.
See your investment allocations clearly. View distributions by individual stocks, countries, industries, or brokers for a comprehensive understanding of your portfolio's composition.
Delve deep into your portfolio's performance with cutting-edge analytical tools.
Visualize the best possible returns for a given amount of risk, helping you make informed decisions.
Understand how different assets move in relation to one another through nice color coding with a heatmap matrix, allowing for better diversification.
Discover the ideal allocation for assets in your portfolio to achieve desired returns with minimized risk.
Keep your investments aligned with your financial goals.
Track and manage all your transactions seamlessly.
Use our intuitive ticketing system to manually book and manage your investments.
Simply drag and drop your CSV file to automatically update and manage your portfolio.
From stocks to custom assets, AllInvestView supports a wide range of asset classes.
Accurately determine the value of your bonds using our advanced calculator.
Gain insights into bond metrics such as accrued coupon, yield to maturity, duration or convexity.
Tools to manage individual bonds and bond ladders efficiently.
Explore the extensive bond database to find bonds that match your criteria.
Visualize all your bond coupon flows, ensuring you never miss a payout and understand your cash flow.Try the Calculator
Understand your investment horizon with an intuitive chart representation of your bond maturities.
Stay updated with your upcoming bond coupon payouts to manage and forecast your cash flows.
Gain insights into your total bond portfolio metrics such as yield and duration.
Filter and explore upcoming payouts based on customizable time frames.
Access detailed bond specifications right from your upcoming coupons list.
Track and manage dividends from all your investments, ensuring you never miss out on any returns. (more features coming soon!)
Get a clear picture of your dividends with intuitive graphs. See your aggregated payouts and what's upcoming.
Monitor upcoming and past dividends from your stock holdings seamlessly.
Always be in the loop with your investment returns, ensuring optimal dividend management.
Create and manage multiple portfolios effortlessly. Track and monitor your investments individually or as a whole.
Monitor potential investment opportunities with customized portfolios and watchlists.
Make your portfolios public or private, and share insights with a simple link.
From performance metrics to in-depth analytics, get a holistic view of your investments.
Adjust your portfolio's asset distribution with precision, based on real-time market conditions and your investment goals.
Our tool suggests ideal allocation shifts, helping you to make informed decisions for balanced growth and risk management.
Periodic rebalancing ensures your portfolio aligns with your target asset allocation, maximizing potential returns.
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Join the investors who trust AllInvestView for their portfolio management.Get Started
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!.