Average Ratings 1 Rating
Average Ratings 0 Ratings
Description
AllInvestView is a comprehensive investment dashboard crafted to streamline the management of your complete investment portfolio. It caters to a wide range of investments, including stocks, bonds, mutual funds, and cryptocurrencies, offering a cohesive overview and detailed analytics. The platform is equipped with a fixed income module, automated dividend monitoring, and presents all these features through an intuitive interface.
AllInvestView differentiates itself by accommodating a diverse array of asset types along with unique tools tailored for monitoring fixed income and yields. It introduces an effective ticketing system for swift modifications and access to transaction specifics. Additionally, the platform enhances investment strategy with advanced asset allocation tools, such as efficient frontier analysis. Future enhancements include tax reporting support, simplifying financial management for our users further.
Description
R0Y is an innovative investing platform that leverages AI to assist users in analyzing financial markets and creating tailored trading dashboards through natural language, bypassing the need for conventional manual tools. By allowing users to articulate their desired market insights or analyses, the platform autonomously constructs a live, interactive dashboard complete with charts, data, and signals that update in real time. This approach removes the necessity for spreadsheets, multiple browser tabs, or intricate financial software, consolidating all research, visualization, and execution functions into one user-friendly interface. Users can delve into various assets, including stocks and cryptocurrencies, as well as earnings reports, macroeconomic trends, and investment tactics, simply by posing questions, with the system converting these inquiries into organized insights and visuals instantly. Its features encompass customizable widgets, real-time data monitoring, and adaptive dashboards, ensuring that the platform aligns seamlessly with the user's workflow for a more personalized and flexible analytical experience. Furthermore, R0Y aims to empower investors by simplifying complex data into actionable intelligence that is easily accessible and interpretable.
API Access
Has API
No
API Access
Has API
No
Integrations
Charles Schwab
No
Coinbase
No
Robinhood
No
Webull
No
moomoo
No
Integrations
Charles Schwab
Yes
Coinbase
Yes
Robinhood
Yes
Webull
Yes
moomoo
Yes
Pricing Details
$5.99
Free Trial
Yes
Free Version
Yes
Pricing Details
$20 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
AllInvestView
Founded
2023
Country
Spain
Website
www.allinvestview.com
Vendor Details
Company Name
R0Y
Founded
2025
Country
United States
Website
www.r0y.xyz/
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No