AllInvestView

AllInvestView is portfolio tracking and analytics software for individual investors. Track stocks, ETFs, funds, bonds, options, crypto, real estate and cash together across investment accounts. Connect brokers with read-only sync, import transaction files or enter records yourself. View each portfolio separately and combine portfolios to see your overall allocation and performance. Follow dividend receipts and projected income. Track option premiums and wheel results, and analyse bonds with yield-curve valuation, yield to maturity and duration. Portfolio X-Ray shows the underlying companies in funds and overlapping holdings. Generate country-specific investment tax reports, including Australian franking-credit records and Canadian pooled ACB and Schedule 3 reports. Use the built-in assistant to explore your portfolio. AllInvestView is available on the web, iOS and Android, with a free account and paid plans. It provides tracking and analytical tools, not investment advice, and cannot execute trades in your brokerage account.