AllInvestView Alternatives: what you keep, gain and lose
By Jay Rocco, Chief Editor, FullStack Alpha. Updated . Prices checked on each vendor's own site.
AllInvestView is a portfolio manager known for tracking many brokers in one view. These alternatives are matched on the features AllInvestView actually has, so each one shows what you keep, what you gain and what you give up if you switch.
7 of these 10 alternatives are free to start, the cheapest paid plan is $2.99/mo, and on average they cover 54% of what AllInvestView does.
Best AllInvestView alternatives
1. Wealthfolio (Partial overlap, covers 71% of AllInvestView)
Open-source investment tracker that keeps your data on your own device, with an AI assistant and MCP server.
You keep: AI chat assistant, Portfolio tracking, Managed portfolios, MCP / AI connector, Broker connection. You gain: nothing new. You lose: Global markets, Crypto.
Watch out: Auto brokerage sync needs a paid Connect plan; the free app uses manual entry and CSV.
Price: Free, paid from $2.99/mo. AllInvestView vs Wealthfolio
2. Questrade (Partial overlap, covers 57% of AllInvestView)
Canadian broker with an MCP for Claude and ChatGPT, plus Flows: if-this-then-trade rules run by Questrade Pro.
You keep: AI chat assistant, MCP / AI connector, Broker connection, Global markets. You gain: Automated trading, Charting. You lose: Portfolio tracking, Managed portfolios, Crypto.
Watch out: Plus costs $19.99 a month and bond and mutual fund trades carry fees.
Price: Free, paid from $19.99/mo. AllInvestView vs Questrade
3. Profit AI (Partial overlap, covers 57% of AllInvestView)
AI chart analysis app: upload a chart, get a setup read checked against your own rules and trade journal.
You keep: AI chat assistant, Portfolio tracking, Broker connection, Crypto. You gain: AI trade signals. You lose: Managed portfolios, MCP / AI connector, Global markets.
Watch out: No pricing on the website; prices come from the App Store listing and several price points are listed.
Price: From $3.33/mo. AllInvestView vs Profit AI
4. Astor (Different angle, covers 43% of AllInvestView)
SEC-registered AI investment advisor you text or call, with advice based on the holdings in your linked accounts.
You keep: AI chat assistant, Portfolio tracking, Broker connection. You gain: News and sentiment. You lose: Managed portfolios, MCP / AI connector, Global markets, Crypto.
Watch out: Pro limits voice calls to 10 minutes a day.
Price: From $9.99/mo. AllInvestView vs Astor
5. Stock Events (Partial overlap, covers 57% of AllInvestView)
Dividend and portfolio tracker app with earnings calendar and income projections
You keep: AI chat assistant, Portfolio tracking, Broker connection, Crypto. You gain: API access, Alerts. You lose: Managed portfolios, MCP / AI connector, Global markets.
Watch out: Automatic broker sync costs extra with the Connect add-on.
Price: Free, paid from $4.17/mo. AllInvestView vs Stock Events
6. PortfolioPilot (Partial overlap, covers 57% of AllInvestView)
AI portfolio advisor that links your accounts, scores your allocation and suggests tax and rebalancing moves.
You keep: AI chat assistant, Portfolio tracking, Managed portfolios, Broker connection. You gain: Fundamentals. You lose: MCP / AI connector, Global markets, Crypto.
Watch out: Cheapest plan with real recommendations needs annual billing.
Price: Free, paid from $20/mo. AllInvestView vs PortfolioPilot
7. TradesViz (Partial overlap, covers 57% of AllInvestView)
Trading journal with a free forever tier, AI analytics and a built-in simulator
You keep: AI chat assistant, Portfolio tracking, MCP / AI connector, Broker connection. You gain: Backtesting, Charting, Options analytics, API access. You lose: Managed portfolios, Global markets, Crypto.
Watch out: Premium analytics and the AI coach sit behind paid Pro or Platinum tiers.
Price: Free, paid from $14.99/mo. AllInvestView vs TradesViz
8. Stonk Journal (Different angle, covers 43% of AllInvestView)
Free trading journal with rule tracking and a $10/mo AI coach that reads only your own trade history.
You keep: AI chat assistant, Portfolio tracking, Crypto. You gain: Options analytics. You lose: Managed portfolios, MCP / AI connector, Broker connection, Global markets.
Watch out: CSV import and the AI Coach need the paid Pro plan.
Price: Free, paid from $10/mo. AllInvestView vs Stonk Journal
9. Rallies.ai (Partial overlap, covers 57% of AllInvestView)
AI stock research app that links your brokerages, answers questions in plain English and runs monitoring agents.
You keep: AI chat assistant, Portfolio tracking, MCP / AI connector, Broker connection. You gain: Stock screener, News and sentiment, Alerts. You lose: Managed portfolios, Global markets, Crypto.
Watch out: Everything is free today, so the business model and future pricing could change.
Price: Free plan. AllInvestView vs Rallies.ai
10. TradeZella (Different angle, covers 43% of AllInvestView)
Trading journal with automated broker imports, backtesting and AI trade insights
You keep: AI chat assistant, Portfolio tracking, Broker connection. You gain: Backtesting. You lose: Managed portfolios, MCP / AI connector, Global markets, Crypto.
Watch out: Entry plan connects just one trading account.
Price: From $26/mo. AllInvestView vs TradeZella
Questions people ask
What is the best alternative to AllInvestView?
Wealthfolio is the closest replacement, covering 71% of AllInvestView's core features. Questrade has the highest Directory Rank of the group if you want an all-round upgrade.
Is there a free alternative to AllInvestView?
Yes. Wealthfolio has a free plan and keeps 5 of AllInvestView's 7 core features. 7 alternatives on this page are free to start.
What is the cheapest alternative to AllInvestView?
Wealthfolio starts at $2.99/mo, compared with $8.99/mo for AllInvestView. Prices were checked in Oct 2026.
Why do traders switch from AllInvestView?
Free plan caps you at 10 holdings and 1 portfolio. Broker auto-sync only on paid plans
What does AllInvestView do that most alternatives miss?
Few alternatives here match its global markets, managed portfolios. If you rely on those, test any replacement before you cancel.