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AllInvestView Evaluation: Portfolio Monitoring and Funding Monitoring

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AllInvestView means that you can observe your investments and monitor your portfolio.

Many profitable traders have boring funding methods that require little monitoring or evaluation. For these traders, occasional rebalancing is all that’s required to maintain their portfolios on observe.

However in the event you put money into particular person shares, bonds, and crypto, analyzing your funding returns requires extra consideration. And whereas they won’t admit it, many traders take pleasure in diving deep into portfolio analytics. 

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Should you’re coronary heart flutters once you get to make use of interactive charts to research your portfolio, then AllIvestView (AIV) could also be a device price contemplating. Right here’s what it is advisable to know concerning the customizable portfolio evaluation software program


AllInvestView logo

Fast Abstract

  • Observe any publicly tradable paper belongings (shares, bonds, crypto, ETFs, mutual funds, money, and so forth.)
  • Detailed dividend evaluation, together with holistic evaluation of your complete portfolio.
  • Superior evaluation together with estimates of the environment friendly frontier, calculations of the Sharpe Ratio (which measures returns in opposition to volatility), and asset correlation matrices.
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ALLInvestView Particulars

Product Identify

AllInvestView

What It Gives

Funding monitoring, Portfolio Evaluation

Pricing

$0 to €9.73 month-to-month

Free Trial

14 Days

Promotions

None

What Is ALLInvestView?

In early 2024, AllInvestView (AIV) launched its first publicly accessible funding evaluation software program. The corporate offers “professional-level evaluation” designed to assist traders who personal particular person shares, bonds, and crypto, analyze their complete portfolios with out shifting belongings from one account to a different. Preliminary advertising and marketing is oriented in the direction of traders within the European Union, however AIV is accessible throughout the globe together with in america.

What Does It Provide?

AIV gives a collection of instruments that assist you to analyze your complete funding portfolio in a single location.

Unified Funding Monitoring

AIV offers a unified view of your funding efficiency of any asset class (together with crypto) or brokerage account used to buy the asset. Whereas there’s a value, you should utilize AIV to overview historic efficiency in your complete investing profession (in case you have entry to that information). 

Analyze Your Portfolio Just like the Professionals

Along with monitoring historic efficiency, AIV means that you can analyze your portfolio utilizing the identical metrics hedge fund managers use to research their portfolios. Specifically, AIV estimates an “environment friendly frontier” that means that you can see how properly your precise portfolio performs relative to a theoretical “excellent portfolio” given the steadiness of danger and returns.

It additionally reveals your portfolio’s inside asset correlation which lets you see the place you might have concentrated danger that will not be intentional.

Plan And Analyze Dividend Earnings

Dividend traders are inclined to care extra about dividend efficiency and fewer about fluctuations in inventory costs. AIV offers distinctive dividend evaluation instruments together with a dividend calendar and knowledge associated to dividend charges and your dividend charge relative to the quantity you’ve invested. These are distinctive views that we haven’t seen in different instruments.

Portfolio Worth Targets

One very helpful function of AIV is its portfolio worth objectives. You should utilize your anticipated efficiency, present portfolio worth, and your common contributions to determine when your portfolio will hit a sure worth. Though it is solely a tough estimate, it’s a function that the majority portfolio evaluation instruments don’t embody.

Are There Any Charges?

AIV gives a 14-day free trial for anybody who needs to make use of the software program. It additionally has a free providing that means that you can analyze 8 equities and 5 bonds in a single portfolio. The free providing solely means that you can take a look at one 12 months of historic efficiency.

Upgrading to the “Starter” package deal prices €2.99 month-to-month and means that you can use the superior analytics operate, and analyze 25 equities and 20 bonds together with as much as a decade of historic efficiency

The Superior package deal is €9.73 month-to-month and means that you can analyze as much as thirty years of historical past for 200 equities and 200 bonds. Nearly all of particular person inventory traders will have the ability to use this tier of service to fulfill all their portfolio evaluation wants.

Free

Starter

Superior

Value

Free

€2.99 month-to-month

€9.73 month-to-month

# of Shares/Bonds

8/5

25/20

200/200

Portfolios

1

3

Limitless

Rebalancing

Fundamental

Superior 

Superior

Watchlists

2

5

Limitless

How Does ALLInvestView Evaluate?

Stable portfolio evaluation instruments are costly, and on the floor, AIV appears very inexpensive by comparability. Nevertheless, the associated fee is appears disproportionate to the worth you obtain, as a result of AIV doesn’t assist you to join on to your accounts. Meaning it is consumer interface is your entire worth proposition. 

Whereas AIV’s consumer interface is great, it will not be definitely worth the cash for a lot of. Most individuals can get what they want from a free portfolio evaluation device equivalent to Empower. Those who need a high-end device ought to contemplate Kubera or Portfolio Visualizerwhich don’t place limits on the variety of belongings in your portfolio.

AIV continues to be within the early levels of being accessible, and because it improves its worth might improve. This can be a device that’s price revisiting because it continues to put money into performance, safety, and extra.

Header
AllInvestView logo
Kubera Logo
Portfolio Visualizer Logo

Score

Pricing

$0 to €9.73 month-to-month

$150 to $225/12 months

$0 to $660/12 months

Dealer Integration

No

Sure

No

Free Plan

Sure

No

Sure

Cell

How Do I Open An ALLInvestView Account?

To get began with AllInvestView, you solely must register with a username, a password, and an electronic mail account. After a 14-day free trial interval, you will have to attach a bank card to proceed utilizing premium options. Should you do not join a card, your account shall be restricted to the Starter package deal.

Is It Protected And Safe?

AllInvestView makes use of a third-party integration (Stripe) to gather and course of funds. The third social gathering gives bank-level safety which reduces the danger of identification theft or different types of monetary fraud.

AIV manages to bypass most different privateness issues by instructing folks to manually add their investments or add their investments by way of CSV. The result’s that no one has entry to your “actual” accounts by way of AIV. Moderately than utilizing your accounts to maintain itself updated, AIV makes use of public info (for instance from Coinbase or the New York Inventory Trade) to trace worth adjustments, gather dividend info, and calculate inside asset correlations.

General, the device is kind of secure to make use of, and paying for the service isn’t any riskier than shopping for an merchandise from a boutique vendor on-line.

How Do I Contact ALLInvestView?

One of the best ways to contact AIV is by emailing assist@allinvestview.com. The corporate additionally makes use of Reddit to assist customers perceive the device.

Is It Price It?

In apply, the common investor won’t ever want the performance that AIV gives. A well-diversified funding portfolio that features low-cost index funds doesn’t require rigorous evaluation. However some traders take pleasure in getting within the weeds of their portfolio, and AIV means that you can try this.

General, regardless of some attention-grabbing options, AIV doesn’t have a fantastic worth proposition proper now. Until you’re a more recent investor who can get by with the free plan (8 equities and 5 bonds), you need to do a variety of guide work to maintain the device updated. Should you’ve simply began investing as a school pupil, AllInvestView could possibly be a useful device for understanding the metrics that skilled traders care about, however the majority of traders ought to look elsewhere for his or her portfolio evaluation instruments.

Take a look at AllInvestView right here >>

ALLInvestView Options

Product

AllInvestView 

Options

  • Funding Monitoring 
  • Portfolio Evaluation
  • Dividend Evaluation

Automated Syncing

No

Month-to-month Charges

  • Free plan
  • Starter: €2.99 month-to-month
  • Superior: €9.73 month-to-month

Observe Shares and Bonds

Sure; as much as 200 every

Rebalancing 

Sure

Watchlists

Sure

Buyer Service Quantity

None

Buyer Service E mail

assist@allinvestview.com

Cellular App Availability

No

Internet/Desktop Account Entry

Sure

Free Trial

14 Days

Promotions

None

Editor: Colin Graves

Reviewed by: Robert Farrington

The put up AllInvestView Evaluation: Portfolio Monitoring and Funding Monitoring appeared first on The School Investor.

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