AllInvestView

Portfolio Manager — Freemium

Multi-broker portfolio tracker with an AI assistant that imports trades, fixes errors, sets alerts and builds tax reports.

Standing alerts you set in one sentence, checked daily

Overview

AllInvestView is a portfolio tracker for investors spread across several brokers and countries. It keeps every buy, sell, dividend and split as its own record, so cost basis survives broker switches. Stocks, ETFs, bonds, options, crypto, cash and property all fit, priced in 73 currencies.

30+ brokers sync read-only on paid plans, 28 export formats are detected on upload, and the AI assistant handles the rest. It has 58 tools: it reads a screenshot or PDF of a broker app and adds the trades, fixes rows that came in wrong, builds charts, and sets standing alerts from one sentence. Tax reports support FIFO, LIFO and average cost with wash sale flags and capital gains rules for 14 countries. Analytics include Sharpe, Sortino, Monte Carlo and Efficient Frontier. Free is forever free, paid plans start at $6.99 a month, and new accounts get a 14-day Advanced trial with no card.

The catch: it tracks, it does not trade. Automatic broker sync needs a paid plan, the assistant runs on a monthly budget, and one Trustpilot reviewer says requested funds never got added. The iOS app only launched in 2026. Skip it if you hold everything at one broker.

Pros

• AI assistant reads broker screenshots into trades
• Tax lots across brokers, 14 countries' rules
• Free plan includes the AI assistant

Cons

• Broker auto-sync only on paid plans
• Tracking only, no order execution

Is AllInvestView Legit? FAQ

Is AllInvestView legit?

AllInvestView is a real, working product with a public track record you can check: 28 reviews on Trustpilot, averaging 4.5 out of 5. We list it because it has a real AI feature, not because it paid us. The biggest drawback we found: Broker auto-sync only on paid plans.

How much does AllInvestView cost?

AllInvestView is listed at Free / $6.99/mo. There is a free tier, with paid plans above it. Prices change, so confirm on the official site before you pay.

Does AllInvestView have a free trial?

Yes. AllInvestView offers a free trial, so you can test it before paying.