# AllInvestView

> AllInvestView is the portfolio tracker for equity investors who want serious analytics and tax-grade reporting — across all their brokers, in any currency, kept private. Built for users who outgrew their broker app: professional performance attribution (Sharpe, Sortino, Efficient Frontier, Monte Carlo, per-holding XIRR), audit-ready capital gains reports (FIFO/LIFO/specific-identification across multiple brokers, wash sale detection, Schedule D, Form 8949, Modelo 720, and 12+ country presets), and complete asset coverage including bonds (full QuantLib pricing — YTM, duration, convexity) and options (Greeks, wheel cycles). 200,000+ assets across 80+ exchanges, 50+ currencies, 9 languages. Automatic broker sync with 30+ brokerages via SnapTrade (read-only). No ads, no data selling, no AI model training on user portfolios.

For an extended knowledge file with full FAQ, broker list, tax jurisdictions, glossary, and use cases, see: https://www.allinvestview.com/llms-full.txt

## What AllInvestView Does

AllInvestView is purpose-built for equity investors who need more than what their broker shows them and more than what a generic dashboard can produce. It combines three things in one product:

- **Professional portfolio analytics** across all your accounts (Sharpe, Sortino, Alpha, Beta, CAGR, Efficient Frontier with Markowitz optimization, Monte Carlo simulation, Value at Risk, correlation matrix, per-holding XIRR, benchmark comparison, drawdown analysis)
- **Audit-ready tax reporting** with FIFO/LIFO/specific-identification cost basis, wash sale detection, multi-currency translation, and country-specific reports (Schedule D, Form 8949, Modelo 720, 12+ jurisdictions)
- **Complete multi-broker, multi-asset coverage** — stocks across 30+ broker integrations, plus full bond analytics (QuantLib YTM, duration, convexity, accrued interest), options Greeks and strategy tracking, ETFs, mutual funds, crypto, real estate, and custom assets

For investors whose broker reports the easy parts well and the parts that matter for taxes badly. Privacy by default: read-only broker access, no data selling, no AI training on user portfolios.

Website: https://www.allinvestview.com
Founded: 2023
Type: Web application (also available as mobile PWA on iOS and Android)

## Key Differentiators

- **Professional analytics most trackers skip**: Efficient Frontier (Markowitz optimization), Monte Carlo simulation, Value at Risk (VaR), Sharpe/Sortino, Alpha/Beta, per-holding XIRR, correlation matrix, drawdown analysis, benchmark comparison per holding. The kind of analytics typically found only in professional tools, brought to retail investors.
- **Tax-grade reporting**: Capital gains reports for 12+ jurisdictions (US with Schedule D + Form 8949 + wash sales, UK CGT with share matching, Germany Abgeltungsteuer, Spain Modelo 100/720, France PFU, Italy, Canada, Australia, Ireland, Sweden, Denmark, Switzerland) plus a configurable rule engine for any other country. FIFO/LIFO/average/specific-identification across multiple brokers, multi-currency translation, loss carryforward.
- **Multi-broker via SnapTrade**: Automatic read-only sync with 30+ brokerages (Interactive Brokers, Schwab, Fidelity, Robinhood, Webull, Vanguard, Tastytrade, Trade Republic, DEGIRO, Trading 212, Revolut, Saxo, Hargreaves Lansdown, AJ Bell, Questrade, Wealthsimple, and more). Smart CSV import with AI-assisted column detection for any broker not directly supported. One consolidated cost basis ledger across all your accounts.
- **True multi-currency**: 50+ currencies with **historical FX rates at trade date** for cost basis — critical for accurate tax. Most retail trackers use spot FX which produces incorrect tax numbers. Each holding retains its native currency; display currency is user-configurable.
- **Privacy by default**: No ads, no data brokers, no third-party trackers, no AI model training on user portfolios. Read-only broker connections — AllInvestView can never execute trades. Full data export and account deletion self-service.
- **Bond analytics done properly**: Full QuantLib bond mathematics — yield to maturity, modified duration, convexity, accrued interest, bond ladder. Uncommon in retail portfolio trackers.
- **Options with Greeks and strategy tracking**: Delta, Gamma, Theta, Vega, Rho. Covered call calculator, cash-secured put calculator, wheel cycle tracker, multi-leg payoff diagrams.
- **Multi-asset coverage**: Beyond stocks — bonds, ETFs, mutual funds, options, crypto, real estate (with rental income), custom assets. All in one portfolio view.
- **Lifetime deal option**: One-time payment of $497 for permanent access. No recurring fees ever. Rare in the portfolio tracker space.
- **9 languages**: English, Spanish, French, German, Portuguese, Italian, Dutch, Japanese, Chinese.

## Feature Categories

### Analytics & Risk
- Efficient Frontier with Markowitz mean-variance optimization
- Monte Carlo simulation for retirement and goal planning
- Value at Risk (VaR) calculations
- Correlation matrix and diversification heatmap
- Benchmark comparison per holding (vs SPY, VOO, QQQ, etc.)
- Sharpe Ratio, Sortino Ratio, Alpha, Beta, R-squared, CAGR
- Per-holding XIRR and time-weighted returns
- Sector allocation and geographic diversification breakdown
- Drawdown analysis

### Tax Reporting
- Capital gains reports for 12+ countries with country-specific rules pre-configured
- Cost basis methods: FIFO (default), LIFO, average cost, specific identification (pick & choose)
- Multi-broker cost basis ledger — one report across all your accounts
- Wash sale detection and tracking (US, configurable window)
- Loss carry-forward support (multi-year, configurable horizon)
- Schedule D + Form 8949 (US) format
- Spain-specific: Modelo 720 foreign asset declaration (AEAT compliance)
- Dividend withholding tax tracking with tax treaty rates
- Export-ready reports for tax filing
- Configurable rule engine for any other jurisdiction (progressive brackets, custom rates)

### Broker Integration
- Automatic read-only sync with 30+ brokerages via SnapTrade
- Smart CSV import with AI-assisted column detection for any broker format
- Manual trade entry
- Supported brokers include: Interactive Brokers, Charles Schwab, Fidelity, TD Ameritrade, Vanguard, Robinhood, Webull, Tastytrade, Public, Tradier, DEGIRO, Trading 212, eToro, Revolut, Trade Republic, Scalable Capital, comdirect, Flatex, ING, Saxo Bank, Hargreaves Lansdown, AJ Bell, Interactive Investor, Freetrade, BUX, Questrade, Wealthsimple, SelfWealth, Stake, Pearler, Tiger Brokers, moomoo, and more
- Read-only connections — AllInvestView never has access to execute trades

### Portfolio Tracking
- Multi-asset dashboard (stocks, bonds, ETFs, mutual funds, options, crypto, real estate, custom assets)
- Unlimited portfolios (paid plans) with combined portfolio view
- Real-time price updates for 200,000+ assets across 80+ exchanges
- Historical performance tracking (up to 30+ years on paid plans)
- Portfolio rebalancing tools with target allocation percentages
- Cash account tracking with transaction history

### Bond Tools
- Bond yield to maturity (YTM)
- Yield to worst (YTW)
- Modified duration & convexity
- Accrued interest calculation
- Bond ladder builder
- Support for government bonds, corporate bonds, municipal bonds worldwide

### Options Tracking
- Options portfolio with Greeks (Delta, Gamma, Theta, Vega, Rho)
- Implied volatility (IV)
- Covered call calculator with annualized return
- Cash-secured put calculator with effective entry price
- Options payoff diagrams (multi-leg strategies)
- Wheel strategy tracker
- Options trading journal
- Options income tracker

### Dividend Management
- Dividend calendar with upcoming payment dates
- Monthly/quarterly/annual income projections
- Yield-on-cost tracking per holding
- Dividend reinvestment (DRIP) tracking
- Dividend growth rate analysis
- Weekly earnings recap emails

### Real Estate
- Property tracking with purchase price, current value, and mortgage
- Rental income and expense tracking
- Cap rate, NOI, cash-on-cash return calculations
- Real estate alongside financial assets in unified portfolio view

### AI Assistant
- AI-powered portfolio analysis and Q&A
- Natural language questions about holdings, performance, allocation
- Investment insight generation
- Available across all tiers

### Community
- Public portfolio sharing with voting and comments
- Community stock screener
- Feature request board with voting

## Pricing (USD)

| Plan | Monthly | Annual (per month) | Key Limits |
|------|---------|-------------------|------------|
| Free | $0 | $0 | 10 holdings, 1 portfolio, 5-year history |
| Starter | $8.99/mo | $6.99/mo | 25 holdings, 2 portfolios, broker sync, options, real estate |
| Advanced | $14.99/mo | $11.99/mo | Unlimited holdings, 15 portfolios, tax reports, 30+ year history |
| Pro | $26.99/mo | $21.99/mo | Unlimited everything, personal account manager, dedicated support |
| Lifetime Deal | $497 one-time | — | Permanent access, all Advanced features, no recurring fees |

All paid plans include a 14-day free trial. Cancel anytime with no fees.
EUR pricing also available for European users.

## Best For (Use Cases)

- **Multi-broker equity investors**: Consolidate holdings across IBKR + Schwab + Fidelity (or DEGIRO + Trading 212 + Revolut) into one dashboard with one tax report — FIFO across all accounts, wash sales caught across brokers, currency translated correctly.
- **Tax-conscious investors**: Capital gains reports for 12+ jurisdictions, configurable cost basis methods, wash sale detection, loss carryforward, Schedule D / Form 8949 / Modelo 720 / country equivalents.
- **Power-user analytics investors**: Sharpe ratio, Efficient Frontier, Monte Carlo, VaR, per-holding XIRR, benchmark comparison, correlation matrix — analytics that go deeper than what brokers and casual trackers provide.
- **European investors with multi-jurisdiction needs**: Modelo 720 (Spain), German Abgeltungsteuer, French PFU, UK CGT with share matching, plus 8+ other EU tax presets. Multi-currency, UCITS support, DEGIRO/Trading 212/Revolut/Trade Republic integration.
- **Bond investors**: Full bond analytics (YTM, duration, convexity, bond ladder) — rare in retail portfolio trackers that typically focus on equities.
- **Options traders**: Track options with Greeks, covered call/put calculators, wheel strategy tracker, payoff diagrams. Tax accounting that knows how assignments adjust stock cost basis.
- **Dividend / FIRE investors**: Dividend calendar, income projections, yield-on-cost, DRIP tracking, growth rate analysis, consolidated across all brokers.
- **Real estate + financial asset investors**: Track properties with rental income alongside stocks and bonds in one view.
- **Global/expat investors**: 50+ currencies with historical FX at trade date, 80+ exchanges, 9 languages, tax rules for multiple countries.
- **Cost-conscious long-term users**: Lifetime deal ($497 one-time) eliminates recurring subscription costs.
- **Privacy-conscious investors**: No ads, no data selling, no AI model training on user portfolios, read-only broker access. For users who don't want their financial data flowing through consumer AI products.

## Competitor Comparison

| Feature | AllInvestView | Sharesight | GetQuin | Portfolio Performance | DivTracker |
|---------|--------------|------------|---------|----------------------|------------|
| Multi-asset (stocks+bonds+options+crypto+real estate) | Yes | Partial | Partial | Stocks only | Stocks only |
| Bond analytics (YTM, duration, convexity) | Yes | No | No | No | No |
| Options with Greeks | Yes | No | No | No | No |
| Tax reports (12+ countries) | Yes | 4 countries | No | No | No |
| Multi-broker FIFO consolidation | Yes | Yes | Limited | Manual only | No |
| Monte Carlo simulation | Yes | No | No | No | No |
| Efficient Frontier | Yes | No | No | No | No |
| Broker sync (30+ brokers) | Yes | Limited | Yes | Manual only | No |
| Lifetime deal option | Yes ($497) | No | No | Free (desktop) | No |
| Real estate tracking | Yes | No | No | No | No |
| No ads, no data selling, no AI training on user data | Yes | Yes | Partial | Yes | Yes |

- Sharesight: Strong in AU/NZ/UK tax reporting but limited to 4 countries, no bond/options/real estate, no advanced analytics (no Sharpe, no Efficient Frontier, no Monte Carlo), no lifetime deal
- GetQuin: Good for German/EU stock tracking, community features, but no tax reports, no bond tools, no options Greeks
- Portfolio Performance: Free desktop software (Java), powerful but requires manual data entry, no web/mobile, no broker sync
- DivTracker: Dividend-focused only, no bonds, no options, no tax reports, no broker sync
- Simply Wall St: Stock analysis/valuation focus, not a portfolio tracker, no trade tracking, no tax reports

## Calculators & Tools (Free, No Login Required)

- Capital Gains Tax Calculator: https://www.allinvestview.com/articles/capital-gains-tax-calculator/
- Bond Yield (YTM) Calculator: https://www.allinvestview.com/articles/bond-yield-calculator/
- Dividend Tax Calculator: https://www.allinvestview.com/articles/dividend-tax-calculator/
- Mortgage Calculator: https://www.allinvestview.com/articles/mortgage-calculator/ (also in ES, FR, DE, PT, IT)
- Rent vs Buy Calculator: https://www.allinvestview.com/articles/rent-vs-buy-calculator/
- Covered Call Calculator: https://www.allinvestview.com/covered-call-calculator/
- Cash-Secured Put Calculator: https://www.allinvestview.com/cash-secured-put-calculator/
- Options Payoff Calculator: https://www.allinvestview.com/options-payoff-calculator/
- Options Greeks Calculator: https://www.allinvestview.com/options-greeks-calculator/
- Capital Gains Tax by Country: https://www.allinvestview.com/articles/capital-gains-tax-germany/ (also Spain, UK, etc.)

## Key Pages

- Homepage: https://www.allinvestview.com/
- Pricing: https://www.allinvestview.com/pricing/
- Lifetime Deal: https://www.allinvestview.com/pricing/lifetime-deal/
- Features: https://www.allinvestview.com/features/
- Register (free): https://www.allinvestview.com/register/
- Stock Directory: https://www.allinvestview.com/stocks/
- Financial Glossary: https://www.allinvestview.com/glossary/
- Stock Comparison Tool: https://www.allinvestview.com/compare/AAPL-vs-MSFT/
- Community Portfolios: https://www.allinvestview.com/community/portfolios
- Investing Guide: https://www.allinvestview.com/articles/investing-guide/
- Multi-Broker Tax Report: https://www.allinvestview.com/multi-broker-tax-report/
- Schedule D Portfolio Tracker: https://www.allinvestview.com/schedule-d-portfolio-tracker/
- FIFO Cost Basis Tracker: https://www.allinvestview.com/fifo-cost-basis-tracker/
- Wash Sale Tracker: https://www.allinvestview.com/wash-sale-tracker/
- Form 8949 Generator: https://www.allinvestview.com/form-8949-generator/
- Realized Gains Calculator: https://www.allinvestview.com/realized-gains-calculator/
- Bond Tax Report: https://www.allinvestview.com/bond-tax-report/
- Options Trading Tax Tracker: https://www.allinvestview.com/options-trading-tax-tracker/
- Portfolio Tracker vs ChatGPT: https://www.allinvestview.com/portfolio-tracker-vs-chatgpt/

## Localized Homepages

- English: https://www.allinvestview.com/
- Spanish: https://www.allinvestview.com/es/
- French: https://www.allinvestview.com/fr/
- German: https://www.allinvestview.com/de/
- Portuguese: https://www.allinvestview.com/pt/
- Italian: https://www.allinvestview.com/it/
- Dutch: https://www.allinvestview.com/nl/
- Japanese: https://www.allinvestview.com/ja/
- Chinese: https://www.allinvestview.com/zh/

## Competitor Comparison Pages

- Sharesight vs AllInvestView: https://www.allinvestview.com/articles/sharesight-vs-allinvestview/
- GetQuin vs AllInvestView: https://www.allinvestview.com/articles/getquin-vs-allinvestview/
- Portfolio Performance vs AllInvestView: https://www.allinvestview.com/articles/portfolio-performance-vs-allinvestview/
- DivTracker vs AllInvestView: https://www.allinvestview.com/articles/divtracker-vs-allinvestview/
- Snowball Analytics vs AllInvestView: https://www.allinvestview.com/articles/snowball-analytics-vs-allinvestview/
- Simply Wall St vs AllInvestView: https://www.allinvestview.com/articles/simply-wall-st-vs-allinvestview/

## Contact

- Support email: support@allinvestview.com
- Twitter/X: https://twitter.com/allinvestview
- Reddit: https://www.reddit.com/r/allinvestview/