Product Information
What is Allinvestview?
AllInvestView is a web platform that allows you to track your investments in one place, handling many assets and providing useful insights in a user-friendly dashboard.
Manage your investments like a pro. Here’s a quick breakdown of AllInvestView’s features:
A unified dashboard: All your investments displayed on a single screen with friendly graphics and metrics, making it easy to track performance (e.g., historical performance charts, annual returns, IRR, daily P&L, by country, industry, asset, broker, dividend management charts, advanced analytics like efficient frontiers, correlation matrices, etc.).
Multiple portfolios: You can create as many portfolios as you have strategies and track them separately or test new ideas.
Support for many assets: Bonds, ETFs, stocks, funds, cryptocurrencies—you name it.
Bond features: Advanced bond calculator and management tools to help you track individual bonds, such as bond ladders, weighted yield to maturity, portfolio duration, coupon tracking, and more.
Booking system: A simple ticketing system that allows you to view all details of each transaction at any time. Currently, we offer a manual booking system and automatic CSV import.
Automatic dividends and corporate actions: Your dividends and corporate actions (e.g., splits) are automatically added to your portfolio, and you can easily track them. You can also track historical and upcoming dividends in detailed charts. More dividend features are coming soon.
How to use Allinvestview?
AllInvestView is a web platform designed to help users easily track and analyze various investments in a unified dashboard, offering valuable insights for professional-level investment management.
Core Functions of Allinvestview
Privacy-Focused
Support for Multiple Currencies
Cash Flow Analysis
Currency Conversion
Import CSV data
Ad-Free
Usage Scenarios of Allinvestview
- Monitor all investment performance in a unified dashboard, including historical performance, annual returns, and daily P&L.
- Create multiple portfolios to test new strategies or manage different investment goals separately.
- Track and manage various assets, including stocks, bonds, ETFs, funds, and cryptocurrencies.
- Use advanced bond calculators and management tools to track individual bonds, such as bond ladder charts and weighted yield to maturity.
- Automatically record and track dividends and corporate actions, and view historical and upcoming dividend charts.
- Analyze portfolio performance, diversification, asset allocation, and volatility with personalized insights.
Common Questions about Allinvestview
What does AllInvestView do?
How do I use AllInvestView?
What are the core features of AllInvestView?
What are the application scenarios for AllInvestView?
