AIV Assistant
M1 Finance vs AllInvestView
An honest, side-by-side comparison to help you choose the right portfolio tracker for your investment needs.
M1 Finance
Free basic plan, M1 Plus at $125/year
AllInvestView
$5/month · Lifetime dealPlatform Overview
M1 Finance
M1 Finance is a hybrid investment platform combining robo-advisory with self-directed investing, offering portfolio tracking, automated rebalancing, and fractional shares.
AllInvestView
A comprehensive portfolio intelligence platform built by investors. Track stocks, ETFs, bonds, options, and crypto with AI-powered insights, advanced analytics, and tax optimization tools.
Pros, Cons & Why AllInvestView
M1 Finance Pros
- Commission-free trading
- Automated rebalancing
- Fractional shares
- Customizable pies (portfolios)
- Free basic plan
M1 Finance Cons
- No tax-loss harvesting on free plan
- Limited research tools
- U.S. only
- No crypto support
Why AllInvestView
- All asset classes: stocks, bonds, options, crypto
- AI Assistant for portfolio analysis
- Fixed income & options pricing
- Tax optimization & reporting
- Automated broker sync
- Dividend tracking & forecasting
- $5/month + lifetime deal
- Community-driven development
Feature Comparison
| Feature | M1 Finance | AllInvestView |
|---|---|---|
| Stock & ETF Tracking | ||
| Fixed Income / Bonds | ||
| Options Pricing & Analytics | ||
| Dividend Tracking | ||
| AI Assistant | ||
| Tax Reporting | ||
| Broker Sync | ||
| Advanced Analytics | ||
| Lifetime Deal Available |
Our Verdict: AllInvestView Delivers More Value
While M1 Finance is a solid choice, AllInvestView offers a more comprehensive solution at a lower price point. With fixed income tracking, options pricing, AI assistance, and a lifetime deal option, it's built for investors who want everything in one place.
Frequently Asked Questions
Is AllInvestView better than M1 Finance?
AllInvestView offers more comprehensive features including fixed income tracking, options pricing, and AI assistance at a lower price point ($5/month vs Free basic plan, M1 Plus at $125/year).
Can I import data from M1 Finance?
Yes, AllInvestView supports CSV imports from most portfolio trackers. Use our interactive import wizard for seamless migration.
Does AllInvestView have a free plan?
Yes, AllInvestView offers a free tier with essential features. Paid plans start at $5/month, and a lifetime deal is available.
Which platform has better tax reporting?
AllInvestView offers comprehensive tax optimization tools including capital gains tracking, tax-loss harvesting suggestions, and multi-jurisdiction support.
In-Depth Platform Comparisons
Want more detailed analysis? Read our comprehensive comparison articles: