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AllInvestView

AllInvestView keeps stocks, ETFs, funds, bonds, options, crypto, property, cash and custom assets in one portfolio account. It is available on the web and in native iOS and Android apps.

Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-23T19:58:51.421Z. Cached copy · Source on allinvestview.com

# AllInvestView

AllInvestView keeps stocks, ETFs, funds, bonds, options, crypto, property, cash and custom assets in one portfolio account. It is available on the web and in native iOS and Android apps.

For the longer knowledge file, see https://www.allinvestview.com/llms-full.txt.

## What it is

It combines portfolio tracking, performance and risk analytics, dividend forecasts, bond and options tools, and capital-gains reports. You can enter trades, import old records, or use direct read-only broker sync. An assistant can read your portfolio and help with analysis, imports and reconciliation.

## Why people choose AllInvestView

Stocks, ETFs, funds, bonds, options, crypto, property, cash and custom assets live in one account and one net-worth figure. Stocks, ETFs, funds, bonds and options feed one tax report.

Capital-gains reports cover 17 jurisdictions, compare FIFO, LIFO, HIFO and Average cost, and apply historical FX rates at each trade date.

Spanish investors get IRPF capital-gains calculations, a Modelo 100 filing pack that builds the savings-base figures disposal by disposal, and a separate Modelo 720 report with the BOE-format filing file, a combination few portfolio trackers offer.

Options and bonds are native asset types, not custom rows with a typed-in value. Options get position Greeks, 11 strategy templates, assignment handling and a wheel tracker. Bonds get yield to maturity, duration, convexity, accrued interest and coupon schedules, and a bond can be priced from its terms and a government yield curve when no market price is available.

Analytics go beyond a returns chart: XIRR and time-weighted return, benchmark comparison, Sharpe, Sortino, beta, drawdown, Value at Risk, Monte Carlo, Efficient Frontier, Portfolio X-Ray for look-through exposure, and a dashboard that can be rebuilt as of any past date.

The portfolio assistant reads the account itself. It answers questions about holdings, income and performance, reads uploaded statements and files, previews imports and reconciles records with broker statements, and it is included on the free plan.

Support is answered by a real person, and on request someone who knows the account acts as an account manager: reconciling history with broker statements, sorting out an unusual file, or checking a tax figure.

Read-only sync covers 28 brokers and exchanges. The importer reads CSV, XLSX, XLS and pasted rows in flexible layouts, shows a preview before anything is saved, and brings in years of dated history.

The iOS and Android apps are native, not a wrapped website, and share the same account as the web app.

## Best for

Best for: investors holding stocks, ETFs, bonds and options at Interactive Brokers who want one tax report.

Best for: Spanish tax residents with foreign brokers who need IRPF calculations, Modelo 100 savings-base figures and Modelo 720 output.

Best for: options sellers who want Greeks, assignments and the full wheel cycle in one record.

Best for: dividend inves
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Machine-readable: GET /v1/resolve?q=allinvestview.com · GET /v1/domain/allinvestview.com · this page as Accept: application/json or text/markdown · MCP lookup_domain

Automatically discovered from public files. Inclusion does not imply endorsement or publisher participation.

Claim my listing on Agent Web Map for allinvestview.com:
1. POST https://agentwebmap.com/v1/sites/allinvestview.com/claims and keep claim_id and claim_secret private.
2. Publish the proof: add the line "AgentWebMap ownership: <token>" (token from step 1) to https://allinvestview.com/llms.txt, or use the DNS, meta-tag or well-known method the response describes.
3. POST https://agentwebmap.com/v1/sites/allinvestview.com/verify with {"claim_id": "...", "claim_secret": "..."}.
4. Save the api_key from the answer; it manages the listing (PATCH https://agentwebmap.com/v1/sites/allinvestview.com).
MCP equivalent: tools begin_ownership_claim, then verify_domain, at https://agentwebmap.com/mcp. Docs: https://agentwebmap.com/docs#verify

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