Lifetime deal

One payment. AllInvestView for life.

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. Join us with one payment: a low-cost investing tool for life.

We keep building it because it's what we like doing. More about us

Advanced plan, lifetime access

Limited-time offer
one payment

100% refundable within 2 months

Get lifetime access I have a promotion code

We can end this offer or change its price at any time. Buy now and your lifetime access is locked in, with nothing more to pay.

  • Unlimited holdings, 15 portfolios
  • Broker sync
  • No renewals, no surprises
Everything the deal includes
AllInvestView Dashboard
AllInvestView dashboard with growth rate, portfolio value, capital gain and dividend cards, the portfolio metrics strip and holdings performance for VOO, MSFT, AAPL, KO and NVDA
Returns, dividends and every holding on the dashboard. Demo portfolio.
Sync with 30+ brokers Capital gains rules for 17 countries
About us

Why we keep building it

We use it ourselves

Our own portfolios run on it, so when a number looks wrong, we're among the first to notice.

We build in the open

Ask for what's missing on the feature board and vote for other ideas. The changelog shows what we shipped, the roadmap what's next.

Feature board Changelog Roadmap

In it for the long run

We're not planning to stop. We invest for life, and we build it the same way.

What the deal includes

The Advanced plan as it is today, the same one subscribers pay for monthly or yearly. There is no reduced lifetime version.

  • Unlimited Holdings
  • Unlimited Watchlist
  • 15 Portfolios
  • Advanced Rebalancing
  • Advanced Analytics
  • Benchmarking
  • +30y Performance Tracking
  • Weekly summary emails
  • Custom Feature Request
  • Broker Sync
Get lifetime access

Three screens you'll use

Shown with a demo portfolio.

Tax report

Tax report for 2026 with unrealized gains and losses, realized gains, estimated tax, dividends and FX impact, and a table of eight positions in USD, EUR, CAD, GBP and CHF with tax owed and tax if sold Tax report for 2026 with unrealized gains and losses, realized gains, estimated tax, dividends and FX impact, and a table of eight positions in USD, EUR, CAD, GBP and CHF with tax owed and tax if sold, in dark mode
Realized and unrealized gains, estimated tax, and what you'd owe if you sold each position.

Dividend report

Dividend report with gross dividends, withholding tax, net income, dividend yield, yield on cost and the top dividend payers Dividend report with gross dividends, withholding tax, net income, dividend yield, yield on cost and the top dividend payers, in dark mode
What you received, the tax withheld, your yield and your top payers.

Holdings in any currency

Holdings table with Vanguard S&P 500 ETF, Apple, Coca-Cola and Microsoft in USD, Unilever in GBP, ASML in EUR, Royal Bank of Canada in CAD and Nestle in CHF, each with realized and unrealized return, dividends, IRR and FX effect Holdings table with Vanguard S&P 500 ETF, Apple, Coca-Cola and Microsoft in USD, Unilever in GBP, ASML in EUR, Royal Bank of Canada in CAD and Nestle in CHF, each with realized and unrealized return, dividends, IRR and FX effect, in dark mode
Every holding in its own currency, with return, dividends, IRR and the currency effect.

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.”
Trustpilot
★★★★★
“I have contacted the company numerous times with queries and every time had a response within hours.”
Trustpilot
★★★★★
“Great platform, easy to use with a lot of interesting ratio's and valuable information to track your progress. Love the fact that you can compare to a stock or ETF of your choice.”
Trustpilot

What lifetime means

The short version of the terms, so you know what you're 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

  • The services of the Pro plan: 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

The offer itself is limited: we decide when it's available and at what price.

Read the full lifetime deal terms

Prefer a subscription? See the monthly and annual plans.

AllInvestViewPro service

Your portfolios. An expert team behind them.

Share your files. Our team imports and reconciles your records, so you can see the results in your dashboard.

History prepared

We prepare and import years of transactions from your broker files.

Records reconciled

We compare your portfolio with broker statements and work through differences with you.

Reports shaped around you

Tell us what you need from a tailored report and we will scope it together.

Family and client portfolios

Organize your own, family, or client portfolios in the advisor console.