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AllInvestView

Portfolio tracker for stocks, ETFs, bonds, options, crypto and dividends, with country-specific investment tax reports

$8.99/month or $83.88/year (Free plan; paid plans from $6.99/mo billed yearly)www.allinvestview.com
Download on the App StoreGet it on Google Play

Feature record

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17 of 71 recorded

Cost

2 / 3
Free tier
Yes
www.allinvestview.com
Price
$8.99/month or $83.88/year (Free plan; paid plans from $6.99/mo billed yearly)
www.allinvestview.com
Lifetime purchase
?

Connections

4 / 7
Account aggregation
Yes
www.allinvestview.com
Connectors
?
Refresh more than daily
?
Manual accounts
Yes
www.allinvestview.com
Countries
?
Multi-currency
Yes
www.allinvestview.com
Crypto and digital assets
Yes
www.allinvestview.com

Transactions

2 / 13
Edit transactions
?
Create manual transactions
Yes
www.allinvestview.com
Rules engine
?
Mass edit
?
Split transactions
?
History import
Yes
www.allinvestview.com
Length of history
?
Export
?
Import formats
?
Nested categories
?
Custom categories
?
Tags
?
Receipt attachments
?

Wealth

3 / 6
Net worth
?
Balance history import
?
Investment tracking
Yes
www.allinvestview.com
Investment transactions
Yes
www.allinvestview.com
Real estate
Yes
www.allinvestview.com
Investment fee analysis
?

Insight

1 / 4
Reports
Yes
www.allinvestview.com
Trends
?
Credit scores
?
Alerts
?

Assistance

1 / 2
AI chat
Yes
www.allinvestview.com
AI categorization
?

Sharing

1 / 3
Partner or household
?
Adviser access
Yes
www.allinvestview.com
Business or rental separation
?

Platforms

1 / 5
Interfaces
Web · iOS · Android
www.allinvestview.com
Full mobile app
?
Home-screen widgets
?
Customizable dashboard
?
Offline access
?

Trust

1 / 7
SOC 2
?
2FA / MFA
?
Sells or shares your data
?
Read-only bank connections
Yes
www.allinvestview.com
Data held by
?
Self-hosting
?
Open source
?

Extending

1 / 5
Public API
?
Spreadsheet sync
?
Webhooks
?
Tax export
Yes
www.allinvestview.com
Tax filing
?
Nothing recorded yet — 1 group, 16 attributes

Planning

0 / 16
Budgeting
?
Envelope budgeting
?
Zero-based budgeting
?
Rollover budgeting
?
Recurring transactions
?
Bills
?
Bill negotiation
?
Goal tracking
?
Debt payoff planning
?
Cash-flow forecasting
?
Scenario planning
?
Retirement planning
?
Subscription tracking
?
Subscription cancellation
?
Automated transfers
?
Calendar view
?

Checked against the vendor’s own pages on ; 17 attributes carry the source they came from. Every “?” is a link — one field, no account.

Price history · cheapest recurring plan

2026-10-25
First recorded at $83.88/year

Every step is a reviewed change to the record, from the changelog; there is no nightly capture of the vendor’s pricing page. The median is the middle annual price of the 66 live listings that charge one.

In the news · 0 mentions in 90 days

Matched on the app’s exact name from an allowlist of 36 outlets, with a personal-finance word in the headline. Anything outside that is dropped, not published. Headlines belong to their publishers. Fetched 2026-10-25.