AllInvestView

Allinvestview Technologies

In-app purchases

About this app

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? [e-mail]

What’s new

- New Zealand tax settings (NZD + NZ jurisdiction).
- Support ticket links now open in the app.
- More reliable push notifications and toggle.
- Smoother AI assistant navigation to holdings.
- Better broker sync and connection management.
- Clearer holdings and real estate details.
- Dividend, options and CSV import fixes.
- Nicer sign-in feedback and stability fixes.