AllInvestView

Your investments are spread across brokers, apps and spreadsheets, which means no single place ever shows you the full picture. AllInvestView puts you back in control: everything you own in one view, across every asset class, with the numbers that matter always at hand — value, income, performance and what it all means for your taxes. EVERYTHING YOU HOLD, FINALLY IN ONE PLACE From market staples to the assets most trackers quietly ignore: • Stocks, ETFs and funds with live prices and true cost basis • Options tracked with real analytics, not just a line item • Crypto, bonds, cash, real estate and your own custom assets CONNECT ONCE, STAY CURRENT • Link your brokerage accounts for automatic, read-only sync • Import a CSV from almost anywhere, or add trades by hand • Merge multiple accounts and portfolios into one clean total KNOW YOUR DIVIDEND INCOME BEFORE IT LANDS • A calendar of what's coming, and when it pays • Complete income history across every holding • Forward projections, so you can plan the next payout — not just log the last one OPTIONS, DONE PROPERLY • Multi-leg profit and loss that reflects the real position • Covered calls and the wheel, tracked the way sellers actually think • See premium collected and outcomes without wrestling a spreadsheet BONDS, TAKEN SERIOUSLY • Yields, coupons and maturity dates — real bond analytics, not just a price line • Priced from the bond's own terms even when there's no market quote • Fixed income tracked side by side with the rest of your portfolio THE NUMBERS NO SINGLE BROKER APP GIVES YOU • True returns and P&L, after the noise • Allocation across assets, sectors and accounts • One honest total, whether you hold in one broker or five ASK YOUR PORTFOLIO ANYTHING A built-in AI assistant reads your actual holdings and answers in plain language, with charts to back it up. "How's my income trending?" "Where am I overweight?" — just ask, and get a straight reply grounded in your own numbers. ALERTS THAT WATCH SO YOU DON'T HAVE TO • Price alerts on any holding, above or below your target • Smart alerts in your own words — "warn me if tech passes 30% of my portfolio" — checked automatically on your schedule YOUR DATA, YOUR CONTROL • Broker connections are strictly read-only — the app cannot place a trade • It never buys, sells or holds your assets • A tracking and analytics tool, built on an established web platform at allinvestview.com START FREE Track your portfolio at no cost. When you're ready, Premium unlocks unlimited holdings and advanced analytics — no pressure, no lock-in. AllInvestView is a portfolio tracking and analytics tool. It does not provide investment advice, and does not buy, sell or custody assets. Questions or feedback? [email protected]