AllInvestView
Portfolio Performance
Snowball Analytics
Portseido
Profit: Portfolio Performance Tracker
Capitally
wallmine
The Rich
Beanvest
Sharesight
wallmine
Kubera
Portseido
Portfolio Performance
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TradingView
AllInvestView is a web platform that provides useful insights about your investments in a user friendly dashboard.
Here's a quick rundown of AllInvestView features:
AllInvestView: Investment Dashboard 📊
Unified Dashboard 🖥️: See all your investments at a glance! Enjoy user-friendly graphs and metrics like historical charts, annual returns, IRR, daily P&L, and much more. Dive deep with analytics like the efficient frontier and correlation matrix.
Multiple Portfolios 📂: Have multiple strategies? No problem! Create as many portfolios as you need. Experiment with new ideas or track different strategies separately.
Asset Diversity 🌍: Whether it's Bonds, ETFs, Stocks, Cryptocurrencies, or Funds, we've got you covered.
Bond Management 📈: Our advanced bond calculator and tools have got your back! Track individual bonds, portfolio duration, coupon details, and more.
Booking System 🎫: Keep tabs on every transaction! Whether you use our manual system or Automatic CSV import, every detail is at your fingertips.
Dividends & Corporate Actions 💰: Dividends and Corporate Actions like Splits are automatically added. View past and upcoming dividends with visually appealing charts.
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AllInvestView's answer
Initially I wanted to build my own app to track my own investments, specially I wanted something that helped me with my individual bond investing with detailed metrics alog with my stock performance. Soon the idea become an app where a small group of developers where working full time to make it available to everyone.
AllInvestView's answer
AllInvestView is straightforward web app designed to help tracking your investments. We’ve been working on this project to create a web platform that can handle many assets and provide useful insights in a user friendly dashboard.
Here's a quick rundown of AllInvestView features:
One Unified Dashboard: All your investments displayed on one simple screen with friendly graphs and metrics to track your performance easily (i.e historical performance chart, annual returns, IRR, daily P&L, allocation by country, industry, asset, broker..., dividend management graphs, advanced analytics such as efficient frontier, correlation matrix, and much more!)
Multiple Portfolios: you can create as many portfolio as strategies you have and track them separately or test new ideas.
Support for Many Assets: Bonds, ETFs, stocks, funds, cryptocurrencies - you name it.
Bond Features: An advanced bond calculator and management tools to help you track individual bonds such as bond ladder graphs, weighted yield to maturity, portfolio duration, coupon tracking, etc.
Booking System: A simple ticketing system that allows to view all details of each transaction at any time. Currently we have a nice manual booking system and Automatic CSV import. We will add automatic connection to brokers next (if feasible).
Automatic Dividends and Corporate Actions: Your dividends and Corporate Actions (e.g Splits) are automatically added to your portfolio and you can easily track them. You can also track your historical and upcoming dividends in nice charts. Nice dividend features are coming next too.
AllInvestView's answer
AllInvestView stands out by offering support for various asset classes and specialized tools for fixed income and yield tracking. It features an efficient ticketing system, allowing quick access and edits to every transaction details. We also provide advanced tools for optimal asset allocation, including efficient frontier analysis, and plan to offer next support for tax reporting, making financial management easier for our users
AllInvestView's answer
Python, Javascript, HTML & CSS
Based on our record, Beanvest seems to be more popular. It has been mentiond 8 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Beanvest has a chart that displays historical EPS estimates vs real EPS. Source: over 1 year ago
Hi, I'm building Beanvest which has hopefully a more attractive UI than the software you mentioned. I has a generous free tier. Would love to have your feedback :). Source: over 2 years ago
I don't know if this fits your need but would love your feedback if any feature you'd like is missing: https://beanvest.com. Source: over 2 years ago
Welcome to the official Beanvest subreddit ! You can discuss the software features or general investing strategies. I would be happy to answer any question :). Source: over 2 years ago
Hey! I'm currently building Beanvest which works with stocks, ETFs, and cryptos. There's no app for the moment, only a web version. It has features such as allocation charts (by currency, industry, asset class, ...), portfolio benchmark vs S&P 500 (or any other index), etc... I'm constantly improving the app (for example I just released an integration with Degiro) and would love to have your feedback :). Source: over 2 years ago
Portfolio Performance - Stock portfolio tracking
Sharesight - Online stock portfolio tracker that automatically tracks prices, dividends, performance and tax.
Snowball Analytics - Simple and powerful portfolio tracker for investors. Dividend tracker, portfolio performance and quick portfolio rebalancing. Supports thousands of stocks, funds and cryptocurrencies from all over the world.
wallmine - US stock market today: stock quotes, stock screener, stock charts, insider trading, market news, portfolio tracking, and cryptocurrencies.
Portseido - Track all investments in one place and get valuable insights to make the best decisions for your portfolio with Portseido
Kubera - Protect your wealth
