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AllInvestView vs Anantys

A side-by-side feature comparison.

FeatureAllInvestViewAnantys
PricingFreemiumFreemium
Tracking & data
Manual entryYesYes
CSV / broker import. Import holdings and transactions from broker or exchange CSV files.YesYes
Automatic bank/broker sync. Connects to your bank or broker to pull holdings in automatically.YesYes
Multi-assetYesYes
Multi-currencyYesYes
Dividend trackingYesYes
Dividend/income forecast. Projects future dividend income and shows an income calendar.YesNot supported
Tax reportsYesNot supported
Analysis & insights
AI portfolio analysisYesYes
AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio.YesPartial
Portfolio health score. A single score rating diversification, concentration and other portfolio-health signals.PartialYes
Rebalancing & drift. Shows how far your allocation has drifted from target and how to correct it.YesPartial
Goal & time-to-goalPartialNot verified
Custom groupings / tags. Group holdings by your own dimensions (e.g. strategy, theme), not just asset class.YesNot supported
Return method (TWR/MWR). True time-weighted (TWR) and money-weighted (MWR/XIRR) return — not just a simple % change.YesNot verified
Benchmark & alpha. Compare returns against a benchmark, including alpha.YesYes
Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations.PartialNot verified
Access & pricing
Free tierYesYes
No account linking required. Works without connecting a bank login or aggregator.YesYes
Open sourceNot supportedNot supported
Self-hostableNot supportedNot supported
Public APINot supportedNot verified
Platform & reach
Mobile appPartialPartial
Multi-languageYesYes
Community & extras
Public / social portfolios. Share your portfolio publicly and follow other investors.YesNot verified
AI portfolio roast. A shareable AI roast: a frank critique of a portfolio.Not supportedNot supported
LegendSupportedPartial / limitedChecked — not availableNot verified yet
AllInvestView

AllInvestView

Freemium

Multi-asset web tracker with deep quant analytics, a 13-jurisdiction tax engine and a Spanish Modelo 720 export.

Anantys

Anantys

Freemium

French multi-asset portfolio tracker with automatic DSP2 bank sync and an AI copilot that scores your holdings out of 100.

We list competitors alongside our own product and link to their official sites. Comparisons are written to be honest — including where another tool beats PortfolioGlance. Details like pricing change; always check the official site.