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AllInvestView Logo

Cloud-based investment and stock portfolio management tool

Last updated: March 2026

AllInvestView Alternatives & Competitors (2026)

Top 7 free alternatives

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Pricing model


Devices supported


User rating


Organization types


Integrated with


Industry


Company size


Morningstar Direct logo

Turn insights to investments with Morningstar Direct.

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Morningstar Direct
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AllInvestView
3.9

Value for money

0.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.2

Functionality

0.0

Financial Analysis

4.3/5

Investments Tracking

4.2/5

Investment Research

4.1/5

Top Features

Alerts/Notifications

N/A

Bonds/Stocks

N/A

Budgeting/Forecasting

N/A

Exirio logo

Multi-currency and multi-asset portfolio tracker

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logo
Exirio
logo
AllInvestView
4.9

Value for money

0.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.7

Functionality

0.0

Financial Analysis

5/5

Portfolio Management

5/5

Investments Tracking

4.8/5

Top Features

Alerts/Notifications

N/A

Benchmarking

N/A

Budgeting/Forecasting

N/A

Aladdin logo

Cloud-based portfolio management software

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logo
Aladdin
logo
AllInvestView
3.0

Value for money

0.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.0

Functionality

0.0

Fund Management

5/5

Investments Tracking

4/5

Performance Metrics

4/5

Top Features

Alerts/Notifications

N/A

Benchmarking

N/A

Bonds/Stocks

N/A

Sharesight logo

Investment portfolio tracking & reporting

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logo
Sharesight
logo
AllInvestView
2.5

Value for money

0.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

3.7

Functionality

0.0

Financial Management

3/5

Data Import/Export

2/5

Cryptocurrency Tracking

1/5

Top Features

Budgeting/Forecasting

N/A

Cash Management

N/A

Fee Management

N/A

Unity logo

Next-generation multi-asset trading platform

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Unity
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AllInvestView
5.0

Value for money

0.0
3500
flat rate/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

5.0

Functionality

0.0

Accounting

5/5

Accounting

N/A

Activity Dashboard

N/A

Top Features

Benchmarking

N/A

Cash Management

N/A

Cryptocurrency Tracking

N/A

Beanvest logo

Stock portfolio tracker for investors

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logo
Beanvest
logo
AllInvestView
0.0

Value for money

0.0
10
flat rate/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.0

Functionality

0.0

For Investment Advisors

N/A

For Traders

N/A

Investment Management

N/A

Top Features

Alerts/Notifications

N/A

Budgeting/Forecasting

N/A

Cash Management

N/A

AlphaQuark logo

Model portfolio platform for investment advisors

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AlphaQuark
logo
AllInvestView
0.0

Value for money

0.0
65000
flat rate

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.0

Functionality

0.0

Categorization/Grouping

N/A

Client Management

N/A

Client Portal

N/A

Top Features

Benchmarking

N/A

Bonds/Stocks

N/A

Budgeting/Forecasting

N/A

TrendSpider logo

Cloud-based data analysis tool for investors.

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TrendSpider
logo
AllInvestView
4.3

Value for money

0.0
107
per user/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.6

Functionality

0.0

Categorization/Grouping

3/5

Activity Dashboard

N/A

Ad hoc Analysis

N/A

Top Features

Budgeting/Forecasting

N/A

Cash Management

N/A

Data Import/Export

N/A

HedgeGuard logo

Investment portfolio management system

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logo
HedgeGuard
logo
AllInvestView
4.9

Value for money

0.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.3

Functionality

0.0

Bonds/Stocks

5/5

API

N/A

Audit Trail

N/A

Top Features

Budgeting/Forecasting

N/A

Cash Management

N/A

Cryptocurrency Tracking

N/A

Seeking Alpha logo

Stock market analysis tools for portfolio management

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logo
Seeking Alpha
logo
AllInvestView
4.3

Value for money

0.0
29.99
flat rate/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.4

Functionality

0.0

Financial Analysis

4.5/5

Historical Reporting

4.4/5

Financial Management

4.3/5

Top Features

Benchmarking

N/A

Bonds/Stocks

N/A

Budgeting/Forecasting

N/A

Allvue logo

Investment management software for private equity firms

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Allvue
logo
AllInvestView
5.0

Value for money

0.0
1
flat rate/per year

Starting price

Empty state illustration for "No pricing info"

No pricing info

5.0

Functionality

0.0

Access Controls/Permissions

N/A

Accounting

N/A

Accounting Integration

N/A

Top Features

Benchmarking

N/A

Bonds/Stocks

N/A

Budgeting/Forecasting

N/A

Limina IMS logo

A Front-to-NAV Solution that Empowers Your Team

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logo
Limina IMS
logo
AllInvestView
5.0

Value for money

0.0
39000
flat rate/per year

Starting price

Empty state illustration for "No pricing info"

No pricing info

3.5

Functionality

0.0

Investments Tracking

4.5/5

Data Import/Export

3.5/5

Accounting

N/A

Top Features

Alerts/Notifications

N/A

Bonds/Stocks

N/A

Budgeting/Forecasting

N/A

PORTAX logo

Windows-based portfolio management and planning software

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PORTAX
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AllInvestView
0.0

Value for money

0.0
89
flat rate/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.0

Functionality

0.0

Accounting

N/A

API

N/A

Client Management

N/A

Top Features

Alerts/Notifications

N/A

Budgeting/Forecasting

N/A

Cash Management

N/A

Human Interest logo

Investment strategy and management software for businesses

learn more
logo
Human Interest
logo
AllInvestView
3.8

Value for money

0.0
80
usage based/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.0

Functionality

0.0

Alerts/Notifications

5/5

Compliance Management

4.4/5

Client Portal

4.1/5

Top Features

Benchmarking

N/A

Bonds/Stocks

N/A

Budgeting/Forecasting

N/A

WOWS Investment Portal logo

The WOWS Investment Portal. One Portal. Everything You Need.

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logo
WOWS Investment Portal
logo
AllInvestView
4.6

Value for money

0.0
249
flat rate/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.6

Functionality

0.0

Data Import/Export

4.9/5

Activity Dashboard

4.8/5

Client Management

4.8/5

Top Features

Bonds/Stocks

N/A

Budgeting/Forecasting

N/A

Cash Management

N/A

Avestor logo

Cloud-based investment management software

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logo
Avestor
logo
AllInvestView
4.5

Value for money

0.0
600
usage based/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.9

Functionality

0.0

Activity Dashboard

4.8/5

Client Portal

4.7/5

Fee Management

4.3/5

Top Features

Benchmarking

N/A

Bonds/Stocks

N/A

Budgeting/Forecasting

N/A

DealCheck logo

Analyze Any Investment Property in Seconds

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logo
DealCheck
logo
AllInvestView
4.8

Value for money

0.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

4.8

Functionality

0.0

Email Marketing

5/5

Benchmarking

4.7/5

Cash Flow Analysis

4.5/5

Top Features

Bonds/Stocks

N/A

Budgeting/Forecasting

N/A

Cash Management

N/A

Enfusion logo

See clearly. Act confidently.

learn more
logo
Enfusion
logo
AllInvestView
0.0

Value for money

0.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.0

Functionality

0.0

Accounting

N/A

API

N/A

Commodity Futures

N/A

Top Features

Alerts/Notifications

N/A

Benchmarking

N/A

Budgeting/Forecasting

N/A

PU Prime logo

Mobile trading application

learn more
logo
PU Prime
logo
AllInvestView
0.0

Value for money

0.0
20
per user

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.0

Functionality

0.0

API

N/A

Client Portal

N/A

Commodity Trading

N/A

Top Features

Benchmarking

N/A

Bonds/Stocks

N/A

Budgeting/Forecasting

N/A

Diversiview logo

Portfolio analysis and optimization software

learn more
logo
Diversiview
logo
AllInvestView
0.0

Value for money

0.0
299
usage based/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.0

Functionality

0.0

API

N/A

For Investment Advisors

N/A

For Investors & Traders

N/A

Top Features

Alerts/Notifications

N/A

Benchmarking

N/A

Budgeting/Forecasting

N/A