Allinvestview Reviews 17

Been using this software for a few weeks to track an ISA and SIPP portfolio. I have contacted the company numerous times with queries and every time had a response within hours. Every response I had explained everything my query was about and also offered insights to other items that could be done using this app.
The detail of information in the tabs of the Insights, Analytics, etc of this application is very insightful.
Would I recommend this software? Yes.

Great platform, easy to use with a lot of interesting ratio's and valuable information to track your progress. Love the fact that you can compare to a stock or ETF of your choice.

Responded to my support question the same day.

I can register almost all types of investments.
A native application would be highly appreciated though 🙃

I am a retired financial advisor. This is a terrific program for understanding portfolio characteristics. Have had several occasions requiring help and the service team is awesome. Highly recommend Allinvestview

I wish I could customize things SO MUCH MORE than it will let me. I only want to see a few pieces of information and I have to sift through tons of other nonsense to find it. Even then, they still don't have all the info I want to see. All I want to know is how much money I've made, but all investing apps seem more focused on what the current shares are priced at. I don't care about that once I've purchased the stocks. For example, I'd like to know "How much money have I made in these treasury bills?" But AllInvestView only tells me "Each share is still $1, so that means you've had no growth." The SHARES are still $1, so the buy-in price hasn't grown, but I've been earning interest on the money I've invested. Can you tell me how much? Why not? That seems so, so basic to me and it blows my mind that I can't find an app or program that will include information like that. All I want to know is how much money I've made. I don't know why that's such a hard question.

They listen to thier customers' needs.

Several asset classes, decent UI, responsive team. IRR calculations are great.

Only downside is that there is no mobile app.

The app is good but the support non existent.

We have multiple funds that cannot be added and tracked and even though they claim they will add missing funds if you contact them; this is simply not true.

The portfolio tracking tool is well developed with an auto sync to my brokerage account. I can clearly see the CAGR, Monte Carlo simulation, performance vs benchmark, efficient frontier (with sharpe ratio). Dashboard is clear and helpful to track returns and how to improve the portfolio risk/reward balance. I wish they allow me a free access to continue using the full functionalities :)