Software Alternatives, Accelerators & Startups

Sharesight VS AllInvestView

Compare Sharesight VS AllInvestView and see what are their differences

Sharesight logo Sharesight

Online stock portfolio tracker that automatically tracks prices, dividends, performance and tax.

AllInvestView logo AllInvestView

Democratizing investments with an intuitive interface, powered by advanced profesional metrics. More insights, less effort.
  • Sharesight Landing page
    Landing page //
    2023-01-08
  • AllInvestView
    Image date //
    2024-04-29
  • AllInvestView
    Image date //
    2024-04-29
  • AllInvestView
    Image date //
    2024-04-29

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 ๐Ÿ“Š

Unified Dashboard ๐Ÿ–ฅ๏ธ: 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 ๐Ÿ“‚: Have multiple strategies? No problem! Create as many portfolios as you need. Experiment with new ideas or track different strategies separately.

Asset Diversity ๐ŸŒ: Whether it's Bonds, ETFs, Stocks, Cryptocurrencies, or Funds, we've got you covered.

Bond Management ๐Ÿ“ˆ: Our advanced bond calculator and tools have got your back! Track individual bonds, portfolio duration, coupon details, and more.

Booking System ๐ŸŽซ: Keep tabs on every transaction! Whether you use our manual system or Automatic CSV import, every detail is at your fingertips.

Dividends & Corporate Actions ๐Ÿ’ฐ: Dividends and Corporate Actions like Splits are automatically added. View past and upcoming dividends with visually appealing charts.

Sharesight

Pricing URL
-
$ Details
-
Platforms
-
Release Date
-

AllInvestView

$ Details
freemium
Platforms
Web
Release Date
2023 October

Sharesight features and specs

No features have been listed yet.

AllInvestView features and specs

  • Investment Tracking: Track all your investments in one view. Many asset classes supported
  • Dividend investing: Track and manage your dividends
  • Fixed income: Dedicated Fixed Income module for Bonds and CAsh

Sharesight videos

A MUST HAVE For Every Investor (US & Aus) | Sharesight Review

More videos:

  • Review - Best Way to Monitor Your Investment on Investnow with Sharesight | New Zealand
  • Review - Sharesight - Simply the best portfolio tracker for DIY investors

AllInvestView videos

AllInvestView Lifetime Deal - Manage your investment like the pros!

Category Popularity

0-100% (relative to Sharesight and AllInvestView)
Finance
84 84%
16% 16
Investing
81 81%
19% 19
Trading
86 86%
14% 14
Personal Finance
79 79%
21% 21

Questions and Answers

As answered by people managing Sharesight and AllInvestView.

What's the story behind your product?

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.

What makes your product unique?

AllInvestView's answer:

AllInvestView is straightforward web app designed to help tracking your investments. Weโ€™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.

Why should a person choose your product over its competitors?

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

Which are the primary technologies used for building your product?

AllInvestView's answer:

Python, Javascript, HTML & CSS

User comments

Share your experience with using Sharesight and AllInvestView. For example, how are they different and which one is better?
Log in or Post with

Reviews

These are some of the external sources and on-site user reviews we've used to compare Sharesight and AllInvestView

Sharesight Reviews

We have no reviews of Sharesight yet.
Be the first one to post

AllInvestView Reviews

  1. ๐Ÿ‘ Pros:    Advanced features|Good overview from the dashboard|From beginner to advance|Quick response time from developers

What are some alternatives?

When comparing Sharesight and AllInvestView, you can also consider the following products

TradingView - The best charting tool for crypto and stocks

Portfolio Performance - Stock portfolio tracking

Stock Rover - Stock Rover lets you find, compare and dive into equity data like never before. Effortlessly screen for stocks, plan trades and analyze portfolio performance.

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