AllInvestView
Manage investments effortlessly with a sophisticated portfolio tracker that supports stocks, ETFs, mutual funds, bonds, and cryptocurrencies. Users benefit from intuitive analytics, automated dividend tracking, and fixed income tools, all while enjoying a secure platform. With over 200,000 assets at their fingertips, investment strategy becomes clear and actionable.
Top AllInvestView Alternatives
StackScan
Create precise website lists using advanced technology stack filtering across 50,000+ technologies and 105 million domains.
Tamarac
An open platform designed for Registered Investment Advisors, Tamarac offers extensive integration options to enhance operational efficiency. Its features include a client portal, interactive reporting, customizable PDFs, and budgeting tools. With centralized data and a focus on innovation, firms can streamline workflows and elevate client engagement seamlessly.
EquityStat
EquityStat is a revolutionary web-based portfolio management tool that streamlines the tracking of stocks, bonds, ETFs, and mutual funds across multiple brokerages. Users can effortlessly analyze individual investments and overall portfolio performance, including annualized returns and dividend income, all while meeting IRS tax reporting requirements. With an intuitive interface accessible on any device, it empowers investors to make informed decisions and manage their financial futures with ease.
StockMaster
Launched in 1996, this leading portfolio management software empowers investors to effortlessly track local and international shares, managed funds, and other financial instruments. With features like real-time updates, trade record systems, and cash flow projections, it facilitates accurate reporting and insightful analysis, making investment management straightforward and efficient.
Solvas|Portfolio
Solvas|Portfolio offers a robust solution for multi-asset class portfolio administration and reporting. Tailored for asset managers and fund administrators, it excels in collateral tracking across diverse securities such as bonds, equities, and loans. The platform supports complex trading strategies, including pro rata transactions and purchase lot tracking, enhancing operational efficiency.
ATrad
Users can access advanced trading tools and customizable charting features on ATrad’s platform from any device, anywhere in the world. With a focus on Environmental, Social, and Governance data, this innovative app leverages AI and machine learning to enhance trading strategies, offering a seamless experience tailored for active traders.
Morningstar Office Cloud
Morningstar Office Cloud is a robust stock portfolio management software designed for Registered Investment Advisors (RIAs). It streamlines portfolio analysis, risk assessment, and client reporting, enabling users to make informed investment decisions. Its intuitive interface facilitates efficient tracking of assets and performance, enhancing the overall client experience.
Portseido
An innovative investment tracking solution, Portseido consolidates stocks, ETFs, and cryptocurrencies across 70+ exchanges globally. Users can effortlessly analyze their portfolios with rich visualizations, including historical performance and trade analytics. With support for major brokerages and a user-friendly interface, monitoring investments has never been easier, empowering users to make informed decisions.
Benzinga Pro
Equipped with real-time insights and alerts, this stock portfolio management software empowers investors to trade with confidence. Users benefit from analyst ratings, access to free reports, and timely news updates, ensuring they stay informed about critical developments that impact their chosen stocks and investment strategies.
Excel Price Feed
Excel Price Feed transforms spreadsheet management by integrating live, historical, and fundamental market data from various markets, including stocks, forex, and cryptocurrencies. Users can access over 100 formulas for real-time pricing, automate portfolio valuations, and create stock screeners, enhancing investment analysis without the hassle of manual data entry.
Wealthsimple Trade
This stock portfolio management software facilitates commission-free trading, enabling users to buy and sell thousands of stocks and ETFs swiftly. With extended trading hours from 4 AM to 8 PM EST, clients can manage their investments effortlessly, benefit from fractional trading, and access personalized accounts to enhance their financial goals.
Easify
Easify is a user-friendly business software that consolidates all essential tools into one seamless application, streamlining daily operations. It simplifies VAT submissions compliant with Making Tax Digital standards, manages stock efficiently, and offers built-in EPOS functionality. With its outstanding customer support and affordability, Easify empowers businesses to thrive effortlessly.
Trendo
Trendo offers intuitive stock portfolio management software that empowers traders to navigate global financial markets efficiently. With a focus on optimal trading conditions, it provides users with competitive spreads and advanced tools for tracking performance, enabling investors to make informed decisions and maximize their portfolio's potential.
Write-Up
Write-Up streamlines stock portfolio accounting for high net worth clients, enabling firms to manage labor-intensive tasks efficiently. This software simplifies tracking, recording, and reporting of stock transactions for trusts, estates, and holding companies. With features like year-end closure, multi-currency support, and easy access to historical data, it enhances investment management significantly.
Kavout
An innovative AI investing platform, Kavout offers tools like the AI Stock Picker, InvestGPT, and Kai Score to help investors identify high-potential stocks and cryptocurrencies. By leveraging machine learning and over 200 factors, users receive timely, automated insights and signals, enabling smarter, data-driven investment decisions with enhanced portfolio control.
WOWS ESOP
WOWS ESOP is a tailored Stock Portfolio Management Software that streamlines the implementation of Employee Stock Ownership Plans. It guides businesses through policy creation, legal documentation, and employee onboarding. With its intuitive Management Dashboard, employees gain real-time insights into their equity holdings, enhancing transparency and fostering a culture of ownership and engagement.
Company Information
- Country: Spain
Top AllInvestView Features
- Free portfolio tracking
- Diverse asset management
- User-friendly interface
- Cross-platform accessibility
- Personalized investment insights
- Comprehensive portfolio analytics
- Dividend tracking calendar
- Multi-currency performance assessment
- Customizable asset allocation
- Real-time bond metrics
- Upcoming dividend notifications
- Advanced fixed income tools
- Efficient Frontier analysis
- Color-coded risk management
- Detailed bond specifications
- Liquidity management features
- Cryptocurrency integration
- Secure data protection
- No ads or upselling
- Community of trusted investors
