What it does
AllInvestView tracks portfolios containing stocks, bonds, funds, options, crypto and property. Imports can use CSV files, manual entries or supported broker connections. Its Free account includes one portfolio with ten holdings, while property, options and broker sync start on paid plans.
A portfolio with more than shares
The Live Demo lets you inspect the dashboard before registering. Once you create an account, import a broker CSV or add trades manually. Allocation views separate holdings by asset class, country, sector and broker.
Where the plan limits matter
| Plan | Selected allowances |
|---|---|
| Free | One portfolio, ten holdings and five bonds/cash entries |
| Starter | Two portfolios, 25 holdings, property and options tracking |
| Advanced | Fifteen portfolios and unlimited listed asset allowances |
Free includes CSV imports and exports; brokerage syncing is paid. Starter and Advanced have 14-day trials. The Free plan shows five years of performance tracking, so a longer imported history may need a paid tier.
Tax-report availability differs from country-specific filing packs. The plan comparison names Poland's PIT-38 pack on paid tiers; do not assume that every country has an equivalent filing pack.
Strengths
- CSV import and export are included without a paid subscription
- Allocation can be viewed by broker as well as asset class
Watch out for
- Brokerage sync requires a paid plan
- Country-specific filing packs are separate from general tax reports
Best for
- Consolidating portfolios with several asset classes
Sources
- AllInvestView portfolio tracking and import workflow (Oct 27, 2026)
- AllInvestView plans and feature limits (Oct 27, 2026)