Baremetrics is subscription analytics for SaaS: track MRR, churn, LTV and 28+ metrics with data pulled directly from Stripe and other integrations.
Free·from $75/mo
About AllInvestView
AllInvestView is a portfolio tracking and analytics platform that lets you monitor stocks, bonds, ETFs, options, cryptocurrency, and real estate in a single dashboard. It solves the problem of scattered investment data by providing real-time prices, performance tracking, and tax reports in one place.
Who is AllInvestView for?
It's ideal for individual investors and DIY portfolio managers who want institutional-grade analytics without the institutional price. It's also suitable for financial advisors managing multiple clients. If you only hold a few stocks and don't need deep analytics, a simpler spreadsheet might suffice — but for serious investors, it's a game-changer.
Key capabilities
Import your portfolio via broker sync, CSV upload, or manual entry. Get tax reports for 14 jurisdictions, dividend tracking, Monte Carlo simulations, value-at-risk calculations, efficient frontier optimization, and benchmark comparisons. Use real use cases like rebalancing, tax-loss harvesting, or assessing diversification across sectors and countries.
Pricing and free plan
AllInvestView offers a free forever plan for up to 10 holdings and 5 bonds/cash items. Paid plans start at $6.99/month (billed annually) with a 14-day free trial on paid tiers. The Advanced plan unlocks unlimited holdings and options tracking, while the Pro plan adds dedicated support and portfolio analysis.
Key features
- Multi-asset tracking — Monitor stocks, bonds, ETFs, options, crypto, and real estate in one dashboard.
- Tax reports — Generate capital gains and dividend tax reports for 14 jurisdictions, including US, UK, and Germany.
- Broker sync — Automatically sync your portfolio from supported brokers, or import via CSV/manual entry.
- Advanced analytics — Monte Carlo simulations, Value at Risk, Efficient Frontier, and correlation matrix.
- Benchmark comparison — Compare each holding against indices like VOO or SPY.
- Dividend tracking — Keep track of dividend income and yields across all assets.
- Real-time P&L — View daily profit/loss, total returns, CAGR, and unrealized gains.
SaaSpartout Score
7.3
/10
Editorial score from our review methodology — not user ratings.
◆ AI advisor — 30 seconds, no signup
Why are you looking at Analytics & Bi tools today?
AllInvestView Pricing
AllInvestView pricing: from $6.99/mo.
For comparison: the median starting price in Analytics & Data is $39/month, measured across 274 tools we track. See the full SaaS Pricing Index →
Free
For simple investors. Permanently free with 10 holdings, 5 bonds & cash items, 5 watchlist items, 1 portfolio, basic rebalancing, cash account, custom assets, 5-year performance tracking, AI assistant, and email support.
Starter
For casual investors. Monthly price (see pricing page). 14-day free trial, then per month. Everything in Free, plus 25 holdings, unlimited transactions, 20 bonds & cash, real estate tracking, options tracking, watchlist items, 2 portfolios, advanced rebalancing, earnings recap emails, benchmarking, advanced analytics, brokerage sync, 15-year performance tracking, weekly summary emails.
Advanced
For active investors. Monthly price (see pricing page). 14-day free trial. Everything in Starter, plus unlimited equities, bonds & cash, real estate tracking, custom assets, options tracking, watchlist, 15 portfolios, 30+ years performance tracking, custom feature requests, priority support.
Pro
No limits. Everything in Advanced, plus hands-on onboarding, unlimited portfolios, personal setup assistance, dedicated support, personal account manager, request personalized features, early access to features. 14-day free trial.
Frequently asked questions
Is AllInvestView free?
Yes, AllInvestView offers a free forever plan that includes 10 holdings, 5 bonds/cash items, 5 watchlist items, and basic features. Paid plans start at $6.99/month.
How much does AllInvestView cost?
AllInvestView has four plans: Free (forever), Starter, Advanced, and Pro. The exact monthly prices for paid plans are shown on the pricing page, with an annual billing option to save money. The starting price for paid plans is $6.99/month.
What is AllInvestView?
AllInvestView is a portfolio tracking and analytics tool that helps you monitor stocks, bonds, ETFs, options, crypto, and real estate in one dashboard. It provides tax reports, dividend tracking, and advanced analytics like Monte Carlo simulations.
Who is AllInvestView best for?
It's best for active individual investors, portfolio managers, and financial advisors who need comprehensive tracking and analytics. It may be overkill for casual investors with only a few holdings.
What are the top alternatives to AllInvestView?
Common alternatives include Personal Capital (now Empower), Kubera, SigFig, and Sharesight. Each offers different pricing and features, but AllInvestView stands out for its free plan and advanced analytics.
Does AllInvestView support automatic brokerage sync?
Yes, AllInvestView supports automatic sync with multiple brokers, as well as CSV upload and manual trade entry. The number of supported brokers is listed on the homepage (currently 0+).
