Best AllInvestView Alternatives ranked by AI · updated Aug 2026

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AllInvestView is an online investment portfolio tracker designed to bring holdings from multiple accounts into one view. It is intended for individual investors who want a consolidated overview of portfolio performance and asset allocation.

Developer: AllInvestView Price: N/A 🎯 allinvestview.com

💰 Personal Finance Portfolio Management Wealth Management investment tracking

Top 6 AllInvestView alternatives

Empower

💡 Pick it for a free U.S.-focused dashboard with retirement planning and net-worth tracking.

Empower is an online personal finance and wealth management platform with investment portfolio tracking for connected financial accounts. It suits investors who...

Pros

Automatically aggregates investments and other financial accounts
Adds net-worth, cash-flow, allocation, and retirement-planning tools absent from Beanvest
Free dashboard is useful for investors with many U.S. accounts

Cons

Primarily designed for U.S. users and U.S. financial institutions
Less effective for manual transaction-level tracking than Beanvest
Limited international, private-asset, and custom-security support

Free; advisory services priced separately

Alternatives to Empower → Visit site

Sharesight

💡 Choose it for detailed dividend, performance, and tax reporting across international investments.

Sharesight is an online investment portfolio tracking and management tool that provides performance and tax reports for investors.

Starting at $15 per month

Alternatives to Sharesight → Visit site

Kubera

💡 Pick it when you need investments, property, crypto, and other assets in one net-worth dashboard.

Kubera is a net worth and portfolio tracking service for people managing accounts, properties, private investments, and liabilities. It stands out for...

Pros

Broader asset and liability coverage than myPFS
Strong support for investment, property, and alternative-asset tracking
Useful historical net worth reporting for wealthier households

Cons

More expensive than basic personal finance apps
Less focused on producing a lender-specific statement
Can require manual updates for unusual or private assets

From $150/year

Alternatives to Kubera → Visit site

Portfolio Performance

Portfolio Performance Team

💡 Choose it for free, open-source portfolio analysis with local data storage and extensive manual control.

Portfolio Performance is a free, open-source desktop application for tracking securities, transactions, dividends, and portfolio performance. It is aimed at self-directed investors...

Pros

Free with no recurring subscription
Open-source and stores portfolio data locally
Detailed performance, allocation, and transaction analysis

Cons

Requires more manual setup than GainsKeeper
Broker imports are less turnkey than commercial services
Tax-reporting automation is more limited

Free, open source

Alternatives to Portfolio Performa... → Visit site

Delta

💡 Pick it for a polished mobile tracker covering stocks, funds, and crypto in one interface.

Delta is a comprehensive software solution for project management and collaboration.

Starting at $29.99/month

Alternatives to Delta → Visit site

getquin

💡 Choose it for European market coverage and social investing features alongside basic portfolio tracking.

getquin is a social investment tracking platform for monitoring portfolios, dividends, and market activity across supported brokers and assets. It targets retail...