Portfolio Management,
Made Simple
Beta Version
Unified view of all assets.
Deep, actionable insights.
Diverse asset support.
Advanced management tools.
Intuitive and simple user interface.
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.
See your investment allocations clearly. View distributions by individual stocks, countries, industries, or brokers for a comprehensive understanding of your portfolio's composition.
Advanced Analytics
Delve deep into your portfolio's performance with cutting-edge analytical tools.
Efficient Frontier
Visualize the best possible returns for a given amount of risk, helping you make informed decisions.
Correlation Matrix
Understand how different assets move in relation to one another through nice color coding with a heatmap matrix, allowing for better diversification.
Optimal Asset Allocation
Discover the ideal allocation for assets in your portfolio to achieve desired returns with minimized risk.
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.
Dividend Management
Track and manage dividends from all your investments, ensuring you never miss out on any returns. (more features coming soon!)
Visual Insights
Get a clear picture of your dividends with intuitive graphs. See your aggregated payouts and what's upcoming.
Track Dividends
Monitor upcoming and past dividends from your stock holdings seamlessly.
Stay Updated
Always be in the loop with your investment returns, ensuring optimal dividend management.
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
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 StartedFrequently 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!.