Overview
Investment tracker to unify your portfolio in a single dashboard. Advanced analytics.
Features
- Dividend tracking
- Stock performance
- Growth rate
- Historical portfolio value
- Fixed income valuation
- Advanced analytics
- Efficient frontier
- Ticketing system
Use cases
- Track your performance
- Unify your brokerages
- Track your dividends
- Track your fixed income
Comments
Exclusive Deal
Comments
AllInvestView AIV
I’m Rob, the brain behind AllInvestView, a platform born from a personal need to track my mixed portfolio of individual bonds and stocks. As a software engineer with a keen interest in investing, I wanted to create an investment tracking platform that serves my strategy as well as any investor's strategy. What started as a personal project soon evolved into AllInvestView. Our platform is now a comprehensive tool for investors seeking a straightforward yet detailed dashboard for their portfolios AllInvestView excels in offering a seamless experience for managing diverse asset classes. From stocks and bonds to mutual funds and cryptocurrencies, our platform ensures that your entire investment landscape is at your fingertips. Our standout features include: Automated dividend tracking for a hassle-free overview of your income streams. Monitor all your holdings in a single dashboard. Efficient ticketing system that allows you to easily access and modify every transaction detail. This system is invaluable not only for investment analysis but also for maintaining records essential for tax reporting. Advanced asset allocation tools, like efficient frontier analysis, to refine your investment strategy. Tax reporting functionalities integrated within the platform to simplify financial management and tax season preparation.
AllInvestView AIV
I’m Rob, the brain behind AllInvestView, a platform born from a personal need to track my mixed portfolio of individual bonds and stocks. As a software engineer with a keen interest in investing, I wanted to create an investment tracking platform that serves my strategy as well as any investor's strategy. What started as a personal project soon evolved into AllInvestView. Our platform is now a comprehensive tool for investors seeking a straightforward yet detailed dashboard for their portfolios AllInvestView excels in offering a seamless experience for managing diverse asset classes. From stocks and bonds to mutual funds and cryptocurrencies, our platform ensures that your entire investment landscape is at your fingertips. Our standout features include: Automated dividend tracking for a hassle-free overview of your income streams. Monitor all your holdings in a single dashboard. Efficient ticketing system that allows you to easily access and modify every transaction detail. This system is invaluable not only for investment analysis but also for maintaining records essential for tax reporting. Advanced asset allocation tools, like efficient frontier analysis, to refine your investment strategy. Tax reporting functionalities integrated within the platform to simplify financial management and tax season preparation.