AIV Assistant
Navexa vs AllInvestView
An honest, side-by-side comparison to help you choose the right portfolio tracker for your investment needs.
Navexa
Free version available, paid plans start at $14/month
AllInvestView
$5/month · Lifetime dealPlatform Overview
Navexa
Navexa is a portfolio tracking platform that provides detailed analytics on investment performance and income reporting, including dividends.
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
Navexa Pros
- Extensive dividend and tax tracking
- Cryptocurrency support
- Customizable reports
Navexa Cons
- Limited mobile functionality
- No real-time data updates
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 | Navexa | 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 Navexa 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 Navexa?
AllInvestView offers more comprehensive features including fixed income tracking, options pricing, and AI assistance at a lower price point ($5/month vs Free version available, paid plans start at $14/month).
Can I import data from Navexa?
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: