Every asset, no holding cap
Unlimited holdings across stocks, ETFs, funds, bonds, options, crypto and custom assets, in up to 15 portfolios. Real estate with mortgages and rental income, and cash in any currency.
Lifetime deal
A Lifetime Portfolio Tracker: Pay Once, Track Every Investment
Almost every serious portfolio tracker runs on a subscription. AllInvestView also sells its Advanced plan for a single payment, so you track stocks, ETFs, bonds, options and more with no monthly fee to renew.
- Unlimited holdings, read-only sync with 30+ brokers and smart import of broker files
- Capital gains and dividend tax reports, with capital gains rules built in for 17 countries
- Performance, benchmarking, options Greeks and bond analytics in one place
AllInvestViewPortfolio dashboard
Sync with 30+ brokers
Capital gains rules for 17 countries
Refundable within 2 months
What the lifetime deal includes
You get the full Advanced plan, the same one subscribers pay for every month or year. There is no reduced lifetime version.
Broker sync and smart import
Read-only sync with 30+ brokers, including Schwab, Fidelity, Interactive Brokers, Trading 212, DEGIRO and eToro. Or drop in a CSV, PDF or Excel export: 27+ broker formats are recognised, and unfamiliar files are mapped for you.
Tax reports
Capital gains and dividend tax reports, with capital gains rules built in for 17 countries and FIFO, LIFO, average cost and specific identification.
Analytics and history
XIRR, time-weighted returns, benchmarking, allocation drift, Monte Carlo and the Efficient Frontier, with more than 30 years of performance tracking.
Options and bonds
Options with Greeks, wheel tracking and multi-leg trades. Bonds with yield to maturity, duration, convexity, accrued interest and coupon schedules.
Summaries and requests
Weekly summary emails, earnings recaps for the companies you hold, and custom feature requests that go straight to the team.
What you will use it for
Screens from the product as it is today, with a demo portfolio.
Capital gains tax report
Dividend report
Options dashboard
Import review
Pay once vs a subscription
Portfolio tracking is something you keep doing for as long as you invest. Here is what the Advanced plan costs over time, paid monthly, yearly or once.
Over 5 years
Where it pays off: you would pass the lifetime price on your 34th monthly payment, or with the 4th yearly payment on the annual plan.
| After | Monthly | Annual | Lifetime |
|---|---|---|---|
| 1 year | $179.88 | $143.88 | $497 |
| 3 years | $539.64 | $431.64 | $497 |
| 5 years | $899.40 | $719.40 | $497 |
| 10 years | $1,798.80 | $1,438.80 | $497 |
Today's US list prices for Advanced: $14.99 a month, or $143.88 a year on the annual plan. The subscription totals assume those prices do not change.
What lifetime means, and what it does not
The short version of the lifetime deal terms, so you know exactly what you are buying.
Included
- The Advanced plan for the life of the AllInvestView service
- Every Advanced feature available on the day you buy
- A full refund within 2 months of purchase
- If the company ever closes: a self-hosting option, limited hosted access or the code released as open source
Not included
- Pro plan services: a personal account manager, hands-on import of your history, the advisor console and more than 15 portfolios
- New modules or costly integrations, which may be sold separately
- Third-party costs such as market data or broker sync, if the service ever closes
Who builds it
We're a small group of developers who use AllInvestView for our own investing. We invest for the long term, so we build for the long term. Why we keep building it
What customers say
Reviews left on Trustpilot.
What people say
“I am a retired financial advisor. This is a terrific program for understanding portfolio characteristics. Have had several occasions requiring help and the service team is awesome.”
“Allinvest provides solutions to a diversified set of investments, including tracking options which is hard to find combined with normal stock, fund and bond portfolios.”
“Fast and reliable responses to any technical issues.”
The only major tracker with a lifetime option
The major portfolio trackers in 2026 all run on monthly or annual subscriptions. None of them sells full functionality for a one-time payment.
- AllInvestView: lifetime option
- Sharesight
- Kubera
- Empower (Personal Capital)
- Snowball Analytics
- getquin
- Stock Rover
- Simply Wall St
What to look for in a one-time-payment tracker
A lifetime deal is only as useful as what it covers. Worth checking before you commit:
- Import that handles real broker exports. CSV, PDF or Excel from any broker, with dividends, splits and corporate actions handled. For most investors, broker files are how data really moves.
- Broker sync with read-only access and a clear way to revoke it.
- Capital gains and dividend tax reports for your country, with the right cost basis methods.
- Bond analytics and options Greeks if you hold fixed income or trade options.
- A real refund window, long enough to import your history and run a report.
- Clear terms on future features, so you know what the deal covers as the product grows.
When a free tracker is enough, and where it stops
If your portfolio is simple, a free tracker is usually enough:
- Basic quote trackers. Free, broad coverage and simple watchlists. They generally lack broker sync, tax reports and bond or options analytics.
- Empower (formerly Personal Capital). A free portfolio and net worth dashboard, US only, funded by upselling its advisory service. No capital gains tax reports.
- Ghostfolio. Open source and self-hosted. Free if you can run Docker on your own server and maintain it. Limited broker sync and no tax reports.
- Wealthfolio. Free and runs locally on your desktop. Broker sync needs its paid Connect tier.
- Sharesight free tier. Up to 10 holdings, then a subscription.
Free trackers start to fall short once you consolidate several accounts, hold bonds or options, need capital gains reports for your country or import from many broker formats. Compare the best free portfolio trackers.
Who the lifetime deal is for
A good fit
Long-term investors with portfolios across several accounts or asset types, who plan to keep tracking for years and would rather not pay every month.
Probably not
If you hold a few stocks and a free tracker covers you, stay with it. If you might switch trackers within a year, the annual plan is a smaller commitment.
Questions answered
What does the lifetime deal include?
The full Advanced plan: unlimited holdings in up to 15 portfolios, read-only sync with 30+ brokers, smart import of broker files, capital gains and dividend tax reports with capital gains rules built in for 17 countries, options with Greeks, bond analytics, real estate, cash and currency accounts, 30+ years of performance history, weekly summary emails and custom feature requests.
What is not included?
The services of the Pro plan: a personal account manager, hands-on import of your investment history, the advisor console and more than 15 portfolios. New modules or costly integrations may also be sold separately.
Do I get future features with the lifetime deal?
You get every Advanced feature available on the day you buy. New features may also be included at no cost, but the lifetime terms let AllInvestView offer some new features under a separate paid licence.
What does lifetime mean?
Lifetime refers to the life of the AllInvestView service, not your own. If the company ever stops operating, the terms commit to one of three options for lifetime users: a self-hosting option, hosted access with limited capacity and support, or releasing the code as open source.
Is the lifetime deal refundable?
Yes. It is fully refundable within 2 months of purchase. After that, refunds are at AllInvestView's discretion.
Can I track multiple brokers with the lifetime deal?
Yes. There is no broker-connection cap. AllInvestView syncs with 30+ brokers, including Schwab, Fidelity, Interactive Brokers, Robinhood, Trading 212, DEGIRO, eToro, Wealthsimple, Public and AJ Bell, using read-only access and nightly updates.
Are there genuinely free portfolio trackers?
Yes. Basic quote trackers, Empower, Ghostfolio (self-hosted) and Wealthfolio (local desktop) are free. They cover basic stock and ETF tracking well, but generally lack broker auto-sync, capital gains tax reports, and bond or options analytics.
Is the lifetime deal always available?
No. It is a limited-time offer and may be withdrawn at any time. While it is open, it is listed on the pricing page next to the monthly and annual plans.
Pay $497 once and stop paying every month
While the offer is open: the full Advanced plan for one payment, refundable within 2 months. Prefer a subscription? Compare the plans.