AllInvestView
Portfolio Performance
Portseido
Profit: Portfolio Performance Tracker
Capitally
wallmine
Beanvest
The Rich
Snowball Analytics
Kubera
Portseido
Portfolio Performance
Finary
Capitally
Sharesight
Stonksfolio
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.
Snowball Analytics is an investment tracking app for any thoughtful long-term investor. Get overview of all your investments in one place - portfolio performance, dividends, company fundamentals, benchmarking and more.
📋 Lose the spreadsheet – we make investment tracking easy and hassle-free
💰 All your investments in one place - stocks, crypto, funds, real estate, etc.
🌐 Multiple currencies and stock exchanges
⏱️ Easy data import - link your brokerage account in a few minutes (US, EU, Asia, ...). 1000+ brokers supported
📊 Benchmarking - compare your results with popular funds and indices
🪙 Comprehensive dividend analytics, future dividends and our own rating of dividend companies
🖱️ One-click portfolio rebalancing
📈 Company fundamentals
🤝 Community - see how other investors are navigating their portfolio in current market conditions
AllInvestView Snowball AnalyticsAllInvestView'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, Snowball Analytics seems to be more popular. It has been mentiond 33 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.
Https://snowball-analytics.com has categories, but about $150 a year for multiple portfolios. Source: 9 months ago
If you're contributing monthly, use those funds to top up. Otherwise, there are online tools you can use to get rebalancing very close. I use https://snowball-analytics.com/ but there are others I'm sure. Source: 12 months ago
You can try Snowball Analytics. Have been using the free edition for a while now and its OK but its not as comprehensive as other tools. Source: about 1 year ago
You can use “stock events” or https://snowball-analytics.com to manually add your positions from all your brokers and see a total overview. Source: about 1 year ago
For trading/broker I use M1 Finance. The app on the screenshot is https://snowball-analytics.com/ but it’s not a trading app, it’s just to track dividends and stuff. Source: about 1 year ago
Portfolio Performance - Stock portfolio tracking
Kubera - Protect your wealth
Portseido - Track all investments in one place and get valuable insights to make the best decisions for your portfolio with Portseido
Profit: Portfolio Performance Tracker - Privacy-focused portfolio tracker for macOS and iOS
Capitally - Track, understand and improve the performance of your investment strategy, no matter how simple or complex, and achieve your life goals sooner!
Finary - Track your net worth in real-time
