AllInvestView is an investment tracker that aggregates a user's entire portfolio, including stocks, ETFs, funds, bonds, and crypto, across multiple brokers. It provides advanced analytics, real-time tracking, and customizable dashboards to offer insights into diversification, performance, asset allocation, and tax reporting.
Funding
Funding not disclosed
Founders
Product
Problem
Individual investors often struggle to get a consolidated view of their financial holdings, which are spread across multiple brokerage accounts and asset classes. Tracking performance, managing dividends, and analyzing asset allocation becomes cumbersome and time-consuming when relying on disparate platforms or manual spreadsheets. This lack of a unified dashboard hinders informed decision-making and efficient portfolio management.
Solution
AllInvestView (AIV) is a portfolio tracking platform that aggregates investment data from various sources, providing a unified view of stocks, ETFs, mutual funds, bonds, and cryptocurrencies. The platform offers real-time tracking, insightful analytics, and customizable dashboards to help investors monitor performance, manage dividends, and optimize asset allocation. AIV's bond pricing module and calculators facilitate fixed-income analysis, while features like Efficient Frontier and Correlation Matrix aid in strategic portfolio construction. By consolidating investment information and providing advanced analytical tools, AIV empowers investors to make data-driven decisions and manage their portfolios more effectively.
Target Audience
AllInvestView primarily targets individual investors who manage diverse portfolios across multiple brokerage accounts and seek a consolidated view for tracking performance and making informed investment decisions.
Features
- Portfolio aggregation across multiple brokers and asset classes, including stocks, ETFs, funds, bonds, and crypto
- Real-time tracking of asset prices, performance, and valuations
- Dividend tracking and analytics, including dividend calendar, yield on cost, and income forecasting
- Bond calculator with visualization of accrued coupon, yield to maturity, duration, and convexity
- Portfolio analytics, including Efficient Frontier, Correlation Matrix, and asset allocation analysis
- Customizable dashboards with visualizations of portfolio composition and performance
- Support for over 200,000 assets, 50+ currencies, and 80+ exchanges globally
- Secure platform with data encryption and user data privacy