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AllInvestView vs Treestep
A side-by-side feature comparison.
| Feature | AllInvestView | Treestep |
|---|---|---|
| Pricing | Freemium | Freemium |
| Tracking & data | ||
| Manual entry | Yes | Yes |
| CSV / broker import. Import holdings and transactions from broker or exchange CSV files. | Yes | Not supported |
| Automatic bank/broker sync. Connects to your bank or broker to pull holdings in automatically. | Yes | Not supported |
| Multi-asset | Yes | Yes |
| Multi-currency | Yes | —Not verified |
| Dividend tracking | Yes | Not supported |
| Dividend/income forecast. Projects future dividend income and shows an income calendar. | Yes | Not supported |
| Tax reports | Yes | Not supported |
| Analysis & insights | ||
| AI portfolio analysis | Yes | Yes |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Yes | Yes |
| Portfolio health score. A single score rating diversification, concentration and other portfolio-health signals. | Partial | Partial |
| Rebalancing & drift. Shows how far your allocation has drifted from target and how to correct it. | Yes | Partial |
| Goal & time-to-goal | Partial | Partial |
| Custom groupings / tags. Group holdings by your own dimensions (e.g. strategy, theme), not just asset class. | Yes | Not 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. | Yes | Not supported |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | Partial | Partial |
| Access & pricing | ||
| Free tier | Yes | Yes |
| No account linking required. Works without connecting a bank login or aggregator. | Yes | Yes |
| Open source | Not supported | Not supported |
| Self-hostable | Not supported | Not supported |
| Public API | Not supported | Not supported |
| Platform & reach | ||
| Mobile app | Partial | Not supported |
| Multi-language | Yes | Yes |
| Community & extras | ||
| Public / social portfolios. Share your portfolio publicly and follow other investors. | Yes | Partial |
| AI portfolio roast. A shareable AI roast: a frank critique of a portfolio. | Not supported | Not supported |
LegendSupportedPartial / limitedChecked — not availableNot verified yet
AllInvestView
Freemium
Multi-asset web tracker with deep quant analytics, a 13-jurisdiction tax engine and a Spanish Modelo 720 export.
Treestep
Freemium
Gamified, RPG-style portfolio tracker that turns manual investing into quests, XP and guilds — for French retail investors.
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.