AllInvestView
Madrid portfolio tracker for stocks, ETFs, bonds, options, crypto and property, with tax reports
Quick Overview
| Company | ALLINVESTVIEW TECHNOLOGIES, S.L. |
|---|---|
| Category | Budgeting Apps |
| Headquarters | Torrejón de la Calzada (Madrid), Spain |
| Founded | 2023 |
| EU Presence | Yes - Spain (EU) |
| Data Location | Spain and Ireland (stated in the terms) |
| Open Source | No |
| GDPR Compliant | Yes |
| Self-Hosting | No |
| Main Features | Read-only broker sync, file import or manual entry across accounts, Dividend tracking, bond analytics (YTM, duration) and option premium tracking, Country-specific capital gains and tax reports plus Portfolio X-Ray |
| Pricing | Free plan (10 holdings); paid plans in USD from $6.99/month, lifetime deal $497 |
| Best For | Investors tracking portfolios next to budgets |
| Replaces | Empower, Kubera, Sharesight |
Detailed Review
AllInvestView is a portfolio tracking and analytics app from ALLINVESTVIEW TECHNOLOGIES, S.L. in Madrid, Spain. It sits at the investing end of personal finance: stocks, ETFs, funds, bonds, options, crypto, real estate and cash are tracked together across investment accounts, either through read-only broker sync, imported transaction files or manual entry. Each portfolio can be viewed separately or combined to show overall allocation and performance. It runs on the web, iOS and Android.
A Madrid-built portfolio tracker for investors who want holdings, dividends and tax reports next to their budgeting app.
Where it fits
This makes it a different kind of tool from most of the page. Wallet by BudgetBakers, Finanzguru, Emma or Snoop focus on spending, categories and bank-linked budgets, while AllInvestView focuses on what you own: dividend receipts and projected income, option premiums and wheel results, bond yield to maturity and duration, and Portfolio X-Ray, which shows the companies inside funds and overlapping holdings. Its own pages state that it provides tracking and analytical tools, not investment advice, and cannot place trades.
Limits and open points
For tax season it offers country-specific investment tax reports, including Australian franking-credit records and Canadian pooled ACB and Schedule 3 reports. The terms state the service is hosted in Spain and Ireland. A free plan covers 10 holdings; the paid plans, with a 14-day trial, are priced in US dollars. Anyone who wants envelope or category budgeting should pick another tool on this page and use AllInvestView alongside it.
Pricing and terms
Free forever plan (10 holdings, 5 bonds and cash items, 1 portfolio, 5 years of performance history). Paid plans Starter, Advanced and Pro, each with a 14-day free trial; the site's structured data lists paid plans from $6.99 per month in USD, and the pricing page shows a lifetime offer of Advanced for a single payment of $497. Individual plan amounts are not shown in the server-rendered page text.
Limitations to Consider
No budgeting categories or spending tracking, unlike the other apps on this page. Prices are shown in US dollars and the free plan is capped at 10 holdings. Provides analysis only, no investment advice and no trade execution. Newer product (2023) with a smaller track record than the established apps here.
Who Should Use AllInvestView
Investors tracking portfolios next to budgets. A Madrid-built portfolio tracker for investors who want holdings, dividends and tax reports next to their budgeting app.
Pros and Cons
Pros
- Spanish contracting entity, hosting stated as Spain and Ireland
- Tracks stocks, ETFs, bonds, options, crypto, real estate and cash in one place
- Free forever plan and a 14-day trial on paid plans
- Dividend, bond and option analytics that spending apps do not offer
- Tax reports for several countries, available on web, iOS and Android
Cons
- No budgeting categories or spending tracking, unlike the other apps on this page
- Prices are shown in US dollars and the free plan is capped at 10 holdings
- Provides analysis only, no investment advice and no trade execution
- Newer product (2023) with a smaller track record than the established apps here
Alternatives to AllInvestView
Other European budgeting apps worth comparing before you decide:
Wallet by BudgetBakers
Czech Republic · Czech budgeting app with bank sync and multi-currency
Finanzguru
Germany · German finance app with contract detection and AI companion
Finanzblick
Germany · Free German multibanking and budget app on own servers
Spendee
Czech Republic · Prague budgeting app with shared wallets and bank sync
See all European budgeting apps or compare them directly against Empower on our alternatives page.
Frequently Asked Questions
AllInvestView is operated by ALLINVESTVIEW TECHNOLOGIES, S.L. in Torrejón de la Calzada (Madrid), Spain, so it falls under EU (Spain) law.
Free forever plan (10 holdings, 5 bonds and cash items, 1 portfolio, 5 years of performance history). Paid plans Starter, Advanced and Pro, each with a 14-day free trial; the site's structured data lists paid plans from $6.99 per month in USD, and the pricing page shows a lifetime offer of Advanced for a single payment of $497. Individual plan amounts are not shown in the server-rendered page text.
Spain and Ireland (stated in the terms)