# AllInvestView Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about AllInvestView Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/10015072/AllInvestView/reviews --- # AllInvestView Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 3, 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? [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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.allinvestview.com/home/&name=AllInvestView) ## 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 [Seeking Alpha](https://www.capterra.com/p/229273/Seeking-Alpha/) [4.3 (43)](https://www.capterra.com/p/229273/Seeking-Alpha/reviews/) Starting price $29.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/229273/Seeking-Alpha/) [Cash App](https://www.capterra.com/p/246167/Cash-App/) [4.2 (691)](https://www.capterra.com/p/246167/Cash-App/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/246167/Cash-App/) Highest Rated [Excel Price Feed](https://www.capterra.com/p/194120/Excel-Price-Feed/) [4.8 (32)](https://www.capterra.com/p/194120/Excel-Price-Feed/reviews/) Starting price $15.00 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/194120/Excel-Price-Feed/) [TrendSpider](https://www.capterra.com/p/10001451/TrendSpider/) [4.4 (15)](https://www.capterra.com/p/10001451/TrendSpider/#reviews) Starting price $107.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10001451/TrendSpider/) ## FAQs about AllInvestView Overview ### What company size and specific industries is AllInvestView built for? AllInvestView is designed for organizations of any size that need investment tracking, including small businesses, mid-market companies, and enterprise teams. It is best suited for finance-focused users and investment management operations across sectors that monitor portfolios, assets, or other investment activities. Features and Usability ### What are the key features of AllInvestView? AllInvestView offers portfolio management and investment tracking, with portfolio accounting, rebalancing, and monitoring for investors, traders, and investment advisors. It also includes reporting and analytics, financial analysis, benchmarking, risk assessment, fee management, tax compliance, cash management, and alerts/notifications, plus cryptocurrency tracking and multi-currency support. Getting Started and Support ### What training and onboarding options does AllInvestView offer? AllInvestView provides webinars, documentation, and videos to support team training. Webinars can cover guided instruction in a live format, documentation serves as written reference material, and videos offer visual walkthroughs that users can review at their own pace. Getting Started and Support ### What customer support options does AllInvestView offer? AllInvestView provides email/help desk support, an FAQ/forum, a knowledge base, and chat. These channels give users multiple ways to find answers or contact support, but no reviewer feedback is available to describe response times, helpfulness, or common support frustrations. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Compare key metrics for the business against prominent players in the industry Purchase and track both bonds and stocks in the portfolio Create budgets based on historical data and future projections Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Monitor and track cryptocurrencies. Import and export data to and from software applications Track collected or paid charges for services performed or access granted Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Used by financial advisors and money managers Used by retail investors and active traders/day traders Form predictions based on past and present data/trends Establish measurable goals and objectives and track their progress over a specific period of time Information, data and reports that are being tracked over time Manage and handle financial assets as well as other investments. Monitor capital allocation and asset prices over time Observe and track the demand, usage, progress or quality of a system, product, or user Manage and handle various international currencies A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Tracking and logging the performance, risks, gains and losses of investments Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Reallocation of assets to reflect changing investment goals or market conditions Visualize and measure the performance of portfolios View and track pertinent metrics to find patterns and gain insights from data Analyze potential risks across the organization Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Manage the buying, selling, and holding of stocks Monitor and track stocks across portfolios and watch lists, Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors Implementation of various strategies to manage tax obligations via planning and maintaining compliance Interact with data visualization elements, such as charts and graphs, to drill down into data View and track activity related to an individual, transaction, etc. 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.