AllInvestView
Manage investments effortlessly with a sophisticated portfolio tracker that supports stocks, ETFs, mutual funds, bonds, and cryptocurrencies. Users benefit from intuitive analytics, automated dividend tracking, and fixed income tools, all while enjoying a secure platform. With over 200,000 assets at their fingertips, investment strategy becomes clear and actionable.
Top AllInvestView Alternatives
Tamarac
An open platform designed for Registered Investment Advisors, Tamarac offers extensive integration options to enhance operational efficiency.
EquityStat
EquityStat is a revolutionary web-based portfolio management tool that streamlines the tracking of stocks, bonds, ETFs, and mutual funds across multiple brokerages.
StockMaster
Launched in 1996, this leading portfolio management software empowers investors to effortlessly track local and international shares, managed funds, and other financial instruments.
Solvas|Portfolio
Solvas|Portfolio offers a robust solution for multi-asset class portfolio administration and reporting.
ATrad
Users can access advanced trading tools and customizable charting features on ATrad’s platform from any device, anywhere in the world.
Morningstar Office Cloud
Morningstar Office Cloud is a robust stock portfolio management software designed for Registered Investment Advisors (RIAs).
Portseido
Users can effortlessly analyze their portfolios with rich visualizations, including historical performance and trade analytics...
Benzinga Pro
Users benefit from analyst ratings, access to free reports, and timely news updates, ensuring they...
Excel Price Feed
Users can access over 100 formulas for real-time pricing, automate portfolio valuations, and create stock...
Wealthsimple Trade
With extended trading hours from 4 AM to 8 PM EST, clients can manage their...
Easify
It simplifies VAT submissions compliant with Making Tax Digital standards, manages stock efficiently, and offers...
Trendo
With a focus on optimal trading conditions, it provides users with competitive spreads and advanced...
Write-Up
This software simplifies tracking, recording, and reporting of stock transactions for trusts, estates, and holding...
Kavout
By leveraging machine learning and over 200 factors, users receive timely, automated insights and signals...
WOWS ESOP
It guides businesses through policy creation, legal documentation, and employee onboarding...
Top AllInvestView Features
- Free portfolio tracking
- Diverse asset management
- User-friendly interface
- Cross-platform accessibility
- Personalized investment insights
- Comprehensive portfolio analytics
- Dividend tracking calendar
- Multi-currency performance assessment
- Customizable asset allocation
- Real-time bond metrics
- Upcoming dividend notifications
- Advanced fixed income tools
- Efficient Frontier analysis
- Color-coded risk management
- Detailed bond specifications
- Liquidity management features
- Cryptocurrency integration
- Secure data protection
- No ads or upselling
- Community of trusted investors
Top AllInvestView Alternatives
- Tamarac
- EquityStat
- StockMaster
- Solvas|Portfolio
- ATrad
- Morningstar Office Cloud
- Portseido
- Benzinga Pro
- Excel Price Feed
- Wealthsimple Trade
- Easify
- Trendo
- Write-Up
- Kavout
- WOWS ESOP
