Portfolio monitoring and investment tracking

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AllInvestView allows you to track your investments and monitor your portfolio.

Many successful investors follow boring investment strategies that require little monitoring or analysis. For these investors occasionally Rebalancing is all that is needed to keep their portfolios on track.

However, when investing in individual stocks, bonds, and cryptocurrencies, analyzing your investment returns requires more attention. And although they may not admit it, many investors like to dive deep into portfolio analysis.

If being able to use interactive charts to analyze your portfolio makes your heart beat faster, then this is it AllIvestView (AIV) could be an instrument worth considering. Here's what you need to know about customizable portfolio analysis software

• Track all publicly tradable paper assets (stocks, bonds, crypto, ETFs, mutual funds, cash, etc.)
• Detailed dividend analysis and holistic analysis of your entire portfolio.
• Advanced analytics, including efficient frontier estimates, Sharpe ratio calculations (which measures returns relative to volatility), and asset correlation matrices.

What is ALLInvestView?

In early 2024, AllInvestView (AIV) launched its first publicly available investment analysis software. The company offers “professional-level analysis” designed to help investors who own individual stocks, bonds and cryptocurrencies analyze their entire portfolio without moving assets from one account to another. Initial marketing is aimed at investors in the European Union, but AIV is available worldwide, including in the United States.

What does it offer?

AIV offers a range of tools to help you analyze your entire investment portfolio in one place.

Unified investment tracking

AIV provides a unified view of your investment performance for any asset class (including crypto) or brokerage account used to purchase the asset. Although this comes at a cost, you can use AIV to review historical performance throughout your investing career (as long as you have access to this data).

Analyze your portfolio like a pro

In addition to tracking historical performance, AIV allows you to analyze your portfolio using the same metrics that hedge fund managers use to analyze their portfolios. Specifically, AIV estimates an “efficient frontier” that allows you to see how well your actual portfolio performs compared to a theoretical “perfect portfolio” given the balance between risk and return.

It also shows your portfolio's internal asset correlation, allowing you to see where risk has been concentrated that may not be intended.

Plan and analyze dividend income

Dividend investors generally place more emphasis on dividend performance and less on stock price fluctuations. AIV offers unique dividend analysis tools, including a dividend calendar and information on dividend rates and your dividend rate relative to the amount you invest. These are unique views that we haven't seen in other tools.

Portfolio value goals

A very useful feature of AIV is its portfolio value targets. You can use your expected performance, current portfolio value and your regular contributions to find out when your portfolio will reach a certain value. Although only a rough estimate, it is a feature not included in most portfolio analysis tools.

Are there any fees?

AIV offers a 14-day free trial for anyone who wants to use the software. There is also a free offering that allows you to analyze 8 stocks and 5 bonds in a single portfolio. The free offer allows you to take a look at just one year of historical performance.

The upgrade to the “Starter” package costs €2.99 per month and allows you to use the advanced analysis function and analyze 25 stocks and 20 bonds, including up to a decade of historical performance

The Advanced package costs €9.73 per month and allows analysis of up to thirty years of history for 200 stocks and 200 bonds. Most individual stock investors can use this level of service to meet all of their portfolio analysis needs.

How does ALLInvestView compare?

Solid portfolio analysis tools are expensive, and at first glance AIV seems very affordable in comparison. However, the cost seems disproportionate to the value you get as AIV doesn't allow you to directly connect to your accounts. This means that the user interface represents the entire value proposition.

Although AIV's interface is excellent, it won't be worth the money for many. Most people can use a free portfolio analysis tool such as B. get what they need Authorize. If you want a high-end tool, you should think about it Because or Portfolio visualizer, which place no limits on the number of assets in your portfolio.

AIV is still in the early stages of its availability, and as it improves, its value could increase. This is a tool worth revisiting as it continues to invest in functionality, security and more.

How do I open an ALLInvestView account?

To get started with AllInvestView, all you need to do is register with a username, password and email account. After a 14-day free trial, you will need to connect a credit card to continue using the premium features. If you don't connect a card, your account is limited to the starter package.

Is it safe and secure?

AllInvestView uses a third-party integration (Stripe) to collect and process payments. The third party provides bank-grade security, reducing the risk of identity theft or other forms of financial fraud.

AIV manages to get around most other privacy concerns by instructing users to add their investments manually or upload their investments via CSV. The result is that no one has access to your “real” accounts via AIV. Instead of using your accounts to keep up to date, AIV uses public information (e.g. from Coinbase or the New York Stock Exchange) to track price changes, collect dividend information, and calculate internal asset correlations.

Overall, the tool is quite safe to use and paying for the service is no riskier than purchasing an item online from a boutique vendor.

How do I contact ALLInvestView?

The best way to contact AIV is to email support@allinvestview.com. The company also uses Reddit to help users understand the tool.

Is it worth it?

In practice, the average investor will never need the functionality that AIV offers. A well-diversified investment portfolio that includes low-cost index funds does not require in-depth analysis. But some investors enjoy delving into the depth of their portfolio, and AIV allows you to do that.

Overall, despite some interesting features, AIV currently doesn't offer particularly good value for money. Unless you're a new investor and are on the free plan (8 stocks and 5 bonds), you'll have to do a lot of manual work to keep the tool up to date. If you are a student who has just started investing, AllInvestView could be a helpful tool for understanding the metrics that are important to professional investors. However, most investors should look elsewhere for portfolio analysis tools.

Check out AllInvestView here >>

ALLInvestView features

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