--- title: "AllInvestView Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about AllInvestView Software - reviews, pricing plans, popular comparisons to other Other Artificial Intelligence (AI) Software products and more." source_url: "https://www.capterra.com/p/10015072/AllInvestView/" page_type: "product" language: "en" --- # AllInvestView Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) AllInvestView ## What is AllInvestView? Explore the future of investment management with AllInvestView, your go-to web application for tracking and optimizing your portfolio. Our platform offers a streamlined solution, allowing you to effortlessly consolidate and monitor all your investments in a single, user-friendly dashboard. From stocks to fixed income assets, our innovative ticketing system simplifies transaction management, providing you with insightful data and analysis right at your fingertips. ## What is AllInvestView used for? [Other Artificial Intelligence (AI) Software](https://www.capterra.com/other-artificial-intelligence-ai-software/)[Stock Portfolio Management](https://www.capterra.com/stock-portfolio-management-software/)[Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for AllInvestView?[Manage this product listing](https://www.g2.com/products/allinvestview/claim_requests/new?auto=true) ## AllInvestView Overview Updated September 2026 AI summary AllInvestView provides small businesses with tools for investment and stock portfolio management, supporting functions such as investments tracking, benchmarking, risk management, and portfolio rebalancing. It offers features like alerts, cash and tax management, forecasting, and reporting. Accessible via cloud and desktop platforms, AllInvestView serves investment advisors, investors, and traders seeking to monitor and analyze financial performance. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### AllInvestView 0.0 VS. [3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.3 (3) Value For Money 0.0 (0) Value For Money 2.5 (2) Customer Service 0.0 (0) Customer Service 4.5 (2) ## AllInvestView alternatives Highest Rated [Unity](https://www.capterra.com/p/275057/Unity/) [5.0 (3)](https://www.capterra.com/p/275057/Unity/#reviews) Starting price $3500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/275057/Unity/) [Beanvest](https://www.capterra.com/p/235817/Beanvest/) [0.0](https://www.capterra.com/p/235817/Beanvest/#reviews) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/235817/Beanvest/) [Aladdin](https://www.capterra.com/p/10013812/Aladdin/) [4.0 (1)](https://www.capterra.com/p/10013812/Aladdin/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10013812/Aladdin/) [AlphaQuark](https://www.capterra.com/p/10037985/AlphaQuark/) [0.0](https://www.capterra.com/p/10037985/AlphaQuark/#reviews) Starting price $300000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10037985/AlphaQuark/) ## FAQs about AllInvestView Overview ### What company size and specific industries is AllInvestView built for? AllInvestView is designed for businesses of any size that need investment tracking, with no specific industry or sector stated. It suits organizations looking to monitor investment activity and manage related records in a general business or finance context. Features and Usability ### What are the key features of AllInvestView? AllInvestView offers portfolio management and investment tracking, with portfolio accounting, portfolio rebalancing, and watch list tools. It also includes reporting and analytics, performance metrics, historical reporting, and visual analytics, plus risk analysis, risk management, forecasting, multi-currency support, alerts/notifications, and data import/export. Getting Started and Support ### What training and onboarding options does AllInvestView offer? AllInvestView provides webinars, documentation, and videos for team training. Webinars can support guided instruction in a live format, documentation offers written reference material for setup and product use, and videos give teams a visual way to review features and steps at their own pace. Getting Started and Support ### What customer support options does AllInvestView offer? AllInvestView provides email/help desk, FAQ/forum, knowledge base, and chat support. The catalog does not include reviewer feedback on support quality, response times, or common frustrations, so the available channels are limited to those listed here. ## Features AI summary Based on 877 Other Artificial Intelligence (AI) Software reviews Capterra data shows that buyers of Investment Management software rank the following features as their top priorities: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) AllInvestView supports all three features that reviewers rate most important: **Performance Metrics**, **Reporting/Analytics**, and **Investments Tracking**. Together, these capabilities help businesses monitor portfolio results, review investment data more clearly, and keep holdings up to date, allowing teams to make more informed financial decisions. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Benchmarking Compare key metrics for the business against prominent players in the industry Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Budgeting/Forecasting Create budgets based on historical data and future projections Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Cryptocurrency Tracking Monitor and track cryptocurrencies. AllInvestView 34 features ### All Features - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Benchmarking: Compare key metrics for the business against prominent players in the industry - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Cryptocurrency Tracking: Monitor and track cryptocurrencies. - Data Import/Export: Import and export data to and from software applications - Fee Management: Track collected or paid charges for services performed or access granted - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Investment Advisors: Used by financial advisors and money managers - For Investors & Traders: Used by retail investors and active traders/day traders - Forecasting: Form predictions based on past and present data/trends - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Historical Reporting: Information, data and reports that are being tracked over time - Investment Management: Manage and handle financial assets as well as other investments. - Investments Tracking: Monitor capital allocation and asset prices over time - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Currency: Manage and handle various international currencies - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Accounting: Tracking and logging the performance, risks, gains and losses of investments - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Portfolio Rebalancing: Reallocation of assets to reflect changing investment goals or market conditions - Portfolio Reporting: Visualize and measure the performance of portfolios - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Analysis: Analyze potential risks across the organization - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Stock Management: Manage the buying, selling, and holding of stocks - Stock Tracking: Monitor and track stocks across portfolios and watch lists, - Tax Compliance: Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Watch List: View and track activity related to an individual, transaction, etc. - What-if Analysis: Provides varying estimates based on different scenarios --- ## Pricing ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.