AllInvestView
Multi-asset web tracker with deep quant analytics, a 13-jurisdiction tax engine and a Spanish Modelo 720 export.
AllInvestView is a browser-based multi-asset portfolio tracker and analytics platform operated by a Madrid company. It combines holdings tracking — stocks, ETFs, bonds, options, crypto, real estate and custom assets — with nightly read-only broker sync through SnapTrade, a jurisdiction-configurable capital-gains tax engine, and an unusually deep quant analytics layer including an Efficient Frontier, correlation matrix and Monte Carlo simulation. It ships as a web app installable as a PWA; there is no native mobile binary. Its marketing overstates a few things: the interface is English and Spanish only (not the "9 languages" advertised), auto-sync covers 25+ brokerages (the "30+" is CSV templates), and its tax engine covers 13 jurisdictions.
Features at a glance
| Feature | AllInvestView |
|---|---|
| Pricing | Freemium |
| Tracking & data | |
| Manual entry | Yes |
| CSV / broker import | Yes |
| Automatic bank/broker sync | Yes |
| Multi-asset | Yes |
| Multi-currency | Yes |
| Dividend tracking | Yes |
| Dividend/income forecast | Yes |
| Tax reports | Yes |
| Analysis & insights | |
| AI portfolio analysis | Yes |
| AI asset & market analysis | Yes |
| Portfolio health score | Partial |
| Rebalancing & drift | Yes |
| Goal & time-to-goal | Partial |
| Custom groupings / tags | Yes |
| Return method (TWR/MWR) | Yes |
| Benchmark & alpha | Yes |
| Backtesting & scenarios | Partial |
| Access & pricing | |
| Free tier | Yes |
| No account linking required | Yes |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | Not supported |
| Platform & reach | |
| Mobile app | Partial |
| Multi-language | Yes |
| Community & extras | |
| Public / social portfolios | Yes |
| AI portfolio review | Not supported |
Best for
Self-directed investors with genuinely mixed books — individual bonds, options and rental property alongside equities — who want instrument-level math, and Spanish tax residents with foreign holdings who need a Modelo 720 export.
Strengths
- Instrument depth few rivals match: bond ladders and yield curves, options Greeks, and real-estate cap rate / NOI
- A real tax engine — FIFO/LIFO/avg/specific-lot, wash-sale detection and loss carry-forward across 13 jurisdictions, plus a Spanish Modelo 720 BOE export
- Return methodology done properly and openly: TWR, MWR/IRR and XIRR, with an in-UI toggle
- Deep quant analytics as standard: Efficient Frontier, correlation heatmap, Monte Carlo and ETF look-through
- A complete dividend layer — calendar, yield on cost, projected income, franking credits and withholding rules
Trade-offs
- The "9 languages" claim is not true of the product — the app UI is English and Spanish only, per their own help centre
- The free tier is tight: 10 holdings, 1 portfolio, 5-year history and no broker sync
- No native mobile app — PWA only
- No composite health score and no true goal tracking (the net-worth projection has no target or time-to-goal)
- Almost no independent traction, and its community footprint is largely affiliate- and self-promotion-driven
AllInvestView vs PortfolioGlance
On raw capability AllInvestView is one of the strongest rows in this directory, and we should not pretend otherwise: it beats us on broker auto-sync, on instrument depth (options Greeks, bond convexity, real-estate NOI), on tax reporting (a 13-jurisdiction engine plus a real Spanish filing export), on quant analytics, and on dividend-forecasting depth. It also reports TWR, MWR and XIRR, so on return method it matches us. Where we hold ground: our composite health score (theirs is an X-ray, not a score), our real goal projection with a target and time-to-goal, our free core versus their 10-holding cap, our multi-dimensional custom tags, and our shareable roast. And two honest cautions for anyone comparing: its interface is English and Spanish only despite the "9 languages" marketing, and its independent traction is negligible. The fair framing: AllInvestView is the deeper instrument-and-tax product; PortfolioGlance is the better decision product with a genuinely free core.
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This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.