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AllInvestView
Cloud-based investment and stock portfolio management tool
Last updated: June 2026
AllInvestView Alternatives & Competitors (2026)
Top 6 free alternatives
Sharesight
Investment portfolio tracking & reporting
Value for money
No pricing info
Starting price
No pricing info
Functionality
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
PORTAX
Windows-based portfolio management and planning software
Value for money
Starting price
No pricing info
Functionality
Accounting
N/A
API
N/A
Client Management
N/A
Top Features
Alerts/Notifications
N/A
Budgeting/Forecasting
N/A
Cash Management
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Investment Management
4.8/5
Mobile Access
4.7/5
Electronic Payments
4.5/5
Top Features
Alerts/Notifications
N/A
Benchmarking
N/A
Bonds/Stocks
N/A
Value for money
Starting price
No pricing info
Functionality
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
Value for money
Starting price
No pricing info
Functionality
Financial Analysis
5/5
For Traders
5/5
Portfolio Management
5/5
Top Features
Alerts/Notifications
N/A
Benchmarking
N/A
Bonds/Stocks
N/A
Value for money
Starting price
No pricing info
Functionality
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
Value for money
No pricing info
Starting price
No pricing info
Functionality
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
Value for money
No pricing info
Starting price
No pricing info
Functionality
Visual Analytics
5/5
For Investment Advisors
3.7/5
For Traders
3.7/5
Top Features
Alerts/Notifications
N/A
Benchmarking
N/A
Bonds/Stocks
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Portfolio Accounting
4.3/5
Investment Management
4.2/5
Stock Tracking
4.2/5
Top Features
Alerts/Notifications
N/A
Benchmarking
N/A
Bonds/Stocks
N/A
Value for money
Starting price
No pricing info
Functionality
Accounting
5/5
Accounting
N/A
Activity Dashboard
N/A
Top Features
Benchmarking
N/A
Cash Management
N/A
Cryptocurrency Tracking
N/A
Value for money
Starting price
No pricing info
Functionality
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
Value for money
Starting price
No pricing info
Functionality
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
Value for money
No pricing info
Starting price
No pricing info
Functionality
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
Value for money
Starting price
No pricing info
Functionality
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
Value for money
Starting price
No pricing info
Functionality
Audit Trail
N/A
Categorization/Grouping
N/A
Client Management
N/A
Top Features
Bonds/Stocks
N/A
Budgeting/Forecasting
N/A
Cash Management
N/A
Value for money
Starting price
No pricing info
Functionality
API
N/A
Categorization/Grouping
N/A
For Investment Advisors
N/A
Top Features
Alerts/Notifications
N/A
Bonds/Stocks
N/A
Budgeting/Forecasting
N/A
Value for money
No pricing info
Starting price
No pricing info
Functionality
Accounting
N/A
API
N/A
Commodity Futures
N/A
Top Features
Alerts/Notifications
N/A
Benchmarking
N/A
Budgeting/Forecasting
N/A
Value for money
Starting price
No pricing info
Functionality
API
N/A
Client Portal
N/A
Commodity Trading
N/A
Top Features
Benchmarking
N/A
Bonds/Stocks
N/A
Budgeting/Forecasting
N/A
Value for money
Starting price
No pricing info
Functionality
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
Value for money
No pricing info
Starting price
No pricing info
Functionality
Accounting
N/A
Accounting Integration
N/A
Activity Dashboard
N/A
Top Features
Alerts/Notifications
N/A
Cash Management
N/A
Cryptocurrency Tracking
N/A