AllInvestView

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

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StackScan

StackScan

Find and compile website lists based on the technology stacks they use, covering 50,000+ technologies across 105 million domains.

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1

Tamarac

An open platform designed for Registered Investment Advisors, Tamarac offers extensive integration options to enhance operational efficiency.

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2

EquityStat

EquityStat is a revolutionary web-based portfolio management tool that streamlines the tracking of stocks, bonds, ETFs, and mutual funds across multiple brokerages.

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3

StockMaster

Launched in 1996, this leading portfolio management software empowers investors to effortlessly track local and international shares, managed funds, and other financial instruments.

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4

Solvas|Portfolio

Solvas|Portfolio offers a robust solution for multi-asset class portfolio administration and reporting.

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5

ATrad

Users can access advanced trading tools and customizable charting features on ATrad’s platform from any device, anywhere in the world.

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6

Morningstar Office Cloud

Morningstar Office Cloud is a robust stock portfolio management software designed for Registered Investment Advisors (RIAs).

By: Morningstar From United States
7

Portseido

Users can effortlessly analyze their portfolios with rich visualizations, including historical performance and trade analytics...

By: Portseido From Thailand
8

Benzinga Pro

Users benefit from analyst ratings, access to free reports, and timely news updates, ensuring they...

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9

Excel Price Feed

Users can access over 100 formulas for real-time pricing, automate portfolio valuations, and create stock...

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10

Wealthsimple Trade

With extended trading hours from 4 AM to 8 PM EST, clients can manage their...

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11

Easify

It simplifies VAT submissions compliant with Making Tax Digital standards, manages stock efficiently, and offers...

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12

Trendo

With a focus on optimal trading conditions, it provides users with competitive spreads and advanced...

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13

Write-Up

This software simplifies tracking, recording, and reporting of stock transactions for trusts, estates, and holding...

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14

Kavout

By leveraging machine learning and over 200 factors, users receive timely, automated insights and signals...

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15

WOWS ESOP

It guides businesses through policy creation, legal documentation, and employee onboarding...

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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