AllInvestView

Your investments are spread across brokers, apps and spreadsheets, which means no single place ever shows you the full picture. AllInvestView puts you back in control: everything you own in one view, across every asset class, with the numbers that matter always at hand — value, income, performance and what it all means for your taxes.

EVERYTHING YOU HOLD, FINALLY IN ONE PLACE
From market staples to the assets most trackers quietly ignore:
• Stocks, ETFs and funds with live prices and true cost basis
• Options tracked with real analytics, not just a line item
• Crypto, bonds, cash, real estate and your own custom assets

CONNECT ONCE, STAY CURRENT
• Link your brokerage accounts for automatic, read-only sync
• Import a CSV from almost anywhere, or add trades by hand
• Merge multiple accounts and portfolios into one clean total

KNOW YOUR DIVIDEND INCOME BEFORE IT LANDS
• A calendar of what's coming, and when it pays
• Complete income history across every holding
• Forward projections, so you can plan the next payout — not just log the last one

OPTIONS, DONE PROPERLY
• Multi-leg profit and loss that reflects the real position
• Covered calls and the wheel, tracked the way sellers actually think
• See premium collected and outcomes without wrestling a spreadsheet

BONDS, TAKEN SERIOUSLY
• Yields, coupons and maturity dates — real bond analytics, not just a price line
• Priced from the bond's own terms even when there's no market quote
• Fixed income tracked side by side with the rest of your portfolio

THE NUMBERS NO SINGLE BROKER APP GIVES YOU
• True returns and P&L, after the noise
• Allocation across assets, sectors and accounts
• One honest total, whether you hold in one broker or five

ASK YOUR PORTFOLIO ANYTHING
A built-in AI assistant reads your actual holdings and answers in plain language, with charts to back it up. "How's my income trending?" "Where am I overweight?" — just ask, and get a straight reply grounded in your own numbers.

ALERTS THAT WATCH SO YOU DON'T HAVE TO
• Price alerts on any holding, above or below your target
• Smart alerts in your own words — "warn me if tech passes 30% of my portfolio" — checked automatically on your schedule

YOUR DATA, YOUR CONTROL
• Broker connections are strictly read-only — the app cannot place a trade
• It never buys, sells or holds your assets
• A tracking and analytics tool, built on an established web platform at allinvestview.com

START FREE
Track your portfolio at no cost. When you're ready, Premium unlocks unlimited holdings and advanced analytics — no pressure, no lock-in.

AllInvestView is a portfolio tracking and analytics tool. It does not provide investment advice, and does not buy, sell or custody assets.

Questions or feedback? support@allinvestview.com