This task can be performed using Allinvestview
All your investments in one view
Best product for this task
Allinvestview
accounting
Investment tracker to monitor your portfolio, supporting many asset classes, dividend tracking, advanced analytics, asset allocation, growth rate, etc
What to expect from an ideal product
- Allinvestview lets you track stocks, crypto, and ETFs from a single dashboard so you stop juggling spreadsheets and separate apps just to see where your money stands.
- Built-in dividend tracking logs your income automatically, making it easy to see which holdings are actually paying you and how that compounds over time.
- Asset allocation charts update in real time, so you always know if your portfolio has drifted from your target split across sectors or asset classes.
- Growth rate analytics show you how each position performs over custom time periods, helping you compare a crypto holding against an ETF without switching tools.
- Allinvestview supports multiple asset classes under one login, which means whether you hold index funds, individual stocks, or Bitcoin, nothing falls through the cracks.
