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AllInvestView vs Blossom Social

A side-by-side feature comparison.

FeatureAllInvestViewBlossom Social
PricingFreemiumFreemium
Tracking & data
Manual entryYesYes
CSV / broker import. Import holdings and transactions from broker or exchange CSV files.YesNot supported
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.YesYes
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.YesYes
Portfolio health score. A single score rating diversification, concentration and other portfolio-health signals.PartialPartial
Rebalancing & drift. Shows how far your allocation has drifted from target and how to correct it.YesNot supported
Goal & time-to-goalPartialPartial
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.Yes—Not verified
Benchmark & alpha. Compare returns against a benchmark, including alpha.YesYes
Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations.PartialNot supported
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 supported
Platform & reach
Mobile appPartialYes
Multi-languageYesNot supported
Community & extras
Public / social portfolios. Share your portfolio publicly and follow other investors.YesYes
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

Deep analytics for portfolios with bonds, options and property, and a Modelo 720 export. Free for 10 holdings.

Blossom Social

Blossom Social

Freemium

A social app where Canadian and US investors share portfolios, with a strong free dividend tracker. PRO is $59.99 a year.

About PortfolioGlance

Skip the trade-by-trade logging. Just tell us what you hold today, and we reconstruct the history and performance for you. Prefer import? CSV works too.

Try PortfolioGlance free

We list competitors next to our own app and link to their sites. Where another app is better than PortfolioGlance, we say so. Prices change, so check the official site before you pay.