AllInvestView
AutomatedAllInvestView is a portfolio tracking app for stocks, bonds, real estate and crypto with rebalancing and analytics.
AllInvestView has 4 plans: a free plan and paid plans from $8.99/month. We last read its pricing page on 3 October 2026. The last price change we recorded was on 4 August 2026.
AllInvestView plans and prices
Free
$0
- Holdings — 10
- Bonds & Cash — 5
- Watchlist items — 5
- Portfolios — 1
- Basic Rebalancing
- Cash Account
- Custom Assets
- 5y Performance Tracking
Show all 12 featuresShow fewer
- Bond analytics (YTM, duration, convexity)
- Capital gains & tax reports
- AI Assistant
- Email Support
Starter
monthly$8.99/mo
- yearly$6.99/mobilled annually ($83.88/yr)
- Holdings — 25
- Unlimited Transactions
- Bonds & Cash — 20
- Real Estate Tracking
- Options Tracking
- Watchlist items — 20
- Portfolios — 2
- Advanced Rebalancing
Show all 15 featuresShow fewer
- Earnings recap emails
- Benchmarking
- Monte Carlo, VaR & Efficient Frontier
- Risk metrics (Sharpe, Beta, alpha)
- Brokerage sync
- 15y Performance Tracking
- Weekly summary emails
Advanced
monthly$14.99/mo
- yearly$11.99/mobilled annually ($143.88/yr)
- Unlimited Equities
- Unlimited Bonds & Cash
- Unlimited Real Estate Tracking
- Unlimited Custom Assets
- Unlimited Options Tracking
- Unlimited Watchlist
- Portfolios — 15
- 30y+ Performance Tracking
Show all 10 featuresShow fewer
- Custom Feature Requests
- Priority Support
Pro
monthly$29.99/mo
- yearly$263.88/yr($21.99/mo billed annually ($263.88/yr))
- Unlimited Portfolios
- Personal account manager
- Hands-on onboarding of your full investment history from broker files
- Records reconciled with your broker statements
- Tax reports prepared from reconciled records
- Help preparing tailored portfolio reports
- Advisor console for family and client portfolios
- Works inside ChatGPT and Claude via our MCP server
Show all 9 featuresShow fewer
- Custom feature requests & early access
Price history
Last 3 recorded changes
$6.99→$8.99(+28.6%)
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Aug 4, 2026 | Pro | Increase | $21.99 | $26.99 | +22.7% |
| Aug 4, 2026 | Advanced | Increase | $11.99 | $14.99 | +25.0% |
| Aug 4, 2026 | Starter | Increase | $6.99 | $8.99 | +28.6% |
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