AllInvestView

AllInvestView
软件描述
AllInvestView 是一个网络平台,可集中追踪您的投资,支持多种资产,并在用户友好的仪表板中提供有用的洞察。
官方网站
访问软件的官方网站了解更多信息
www.allinvestview.com
什么是 AllInvestView?
AllInvestView is a web platform to track your investments in a single place that can handle many assets and provide useful insights in a user friendly dashboard. Managing your investment like the pros. Here's a quick rundown of AllInvestView features: One Unified Dashboard: All your investments displayed on one simple screen with friendly graphs and metrics to track your performance easily (i.e historical performance chart, annual returns, IRR, daily P&L, allocation by country, industry, asset, broker..., dividend management graphs, advanced analytics such as efficient frontier, correlation matrix, and much more!) Multiple Portfolios: you can create as many portfolio as strategies you have and track them separately or test new ideas. Support for Many Assets: Bonds, ETFs, stocks, funds, cryptocurrencies - you name it. Bond Features: An advanced bond calculator and management tools to help you track individual bonds such as bond ladder graphs, weighted yield to maturity, portfolio duration, coupon tracking, etc. Booking System: A simple ticketing system that allows to view all details of each transaction at any time. Currently we have a nice manual booking system and Automatic CSV import. Automatic Dividends and Corporate Actions: Your dividends and Corporate Actions (e.g Splits) are automatically added to your portfolio and you can easily track them. You can also track your historical and upcoming dividends in nice charts. Nice dividend features are coming next too.