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About AllInvestView

Your whole portfolio, one clear view. AllInvestView brings stocks, ETFs, bonds, options, crypto, cash and real estate together so you can understand what you own, how your investments are performing and where your income comes from. TRACK WHAT MATTERS • See portfolio value, gains, allocation and performance at a glance • Follow dividends and upcoming income • Review every holding, transaction and portfolio in detail KEEP EVERYTHING TOGETHER • Connect supported brokers for automatic syncing • Add and manage investments manually • Combine multiple portfolios while keeping each individual view GET USEFUL ANSWERS • Ask the AI assistant about your portfolio and how to use AllInvestView • Explore performance, income and portfolio concentration • Access reports and investment history wherever you are Whether you manage one portfolio or several, AllInvestView helps replace scattered spreadsheets with one consistent view of your investments. You can start with a free account. Optional subscriptions unlock higher limits, broker syncing and advanced analytics. AllInvestView provides portfolio information and analytical tools, not investment advice. Terms of Use: https://www.allinvestview.com/terms/ Privacy Policy: https://www.allinvestview.com/privacy/

What’s new

Version 1.1.4 · Updated October 4, 2026

- Options hub: positions, wheel strategies, history and tools, with the underlying price and distance to strike on every position. - Holdings redesigned: open and closed tabs, sorting, realized gains on closed positions, and the cost basis explains itself when you tap it. - Dividends: the forecast after withholding tax, broker-recorded receipts and withholding, and a calendar whose totals agree with every payment. - Portfolio X-Ray screen. - The assistant searches the web, shows its work and lets you copy its answers. - Export your holdings as a CSV file. - Dashboard shows holding names, keeps the chart on a failed load and retries. - Cash account: a synced broker's balance is counted once, with clearer totals. - Tax filing packs for 18 jurisdictions linked from the app.

App privacy

The developer, Allinvestview Technologies, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Purchases: Purchase History
  • Identifiers: User ID, Device ID
  • Usage Data: Product Interaction
  • Financial Info: Other Financial Info
  • Contact Info: Email Address, Name
  • User Content: Customer Support, Other User Content

Used for: Analytics, Product Personalization, App Functionality

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

  • Contact Info: Email Address

Used for: Developer’s Advertising or Marketing

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Looking for apps like AllInvestView? Here are 6 similar apps on the App Store. The highest rated is Portseido (5.0/5), and all 6 are free to download.

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