| What it does | Professional portfolio tracker for stocks, bonds, ETFs, options, crypto and real estate with tax reporting and broker sync
| Personal finance app that imports bank statements and helps track spending, manage bills, and split expenses with friends
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| Stage | Not given
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| Founded | 2023
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| Based in | ES
| US
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| Pricing model | Freemium
| Free
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| Pricing | Free plan with core features (10 holdings, 1 portfolio). Starter: $6.99/month billed annually (25 holdings, 2 portfolios, broker sync). Advanced: $11.99/month billed annually (unlimited holdings, 15 portfolios, tax reports). Pro: $24.99/month billed annually (unlimited everything, personal account m
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| Key features | - Real-time portfolio tracking with live prices and performance across 200,000+ assets
- Automatic broker sync with 30+ brokerages
- Tax reports for 17 countries with FIFO, LIFO, average cost and specific ID methods
- Options Greeks calculator with Black-Scholes pricing
- Bond analytics with YTM, duration, convexity and coupon calendars
- Real estate tracking with cap rate, NOI and rental income management
- Multi-currency support across 50+ currencies and 80+ global exchanges
| - Smart statement imports - Upload bank or credit card statement PDFs and extract transactions, balances, and dates automatically
- Spending insights - Categorized transactions organized by merchant
- Financial Health Score - Single score built from spending, savings, obligations, and habits
- Group expense splitting - Split and track who owes what, even with people not on AlloFi
- Bills & recurring payments - Detect and track upcoming bills and subscriptions
- Face ID lock - Biometric security protection
- Data encryption - Encrypted in transit with privacy protections
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| What makes it different | - All-in-one platform tracking stocks, bonds, options, crypto and real estate in single dashboard
- Professional-grade analytics tools typically reserved for institutional fund managers available to individual investors
| - No bank login required - import statements you already have instead of connecting bank accounts
- Privacy-first approach - financial data never sold or used for advertising
- Automatic transaction extraction from PDFs with accuracy checks
- Built for how people actually manage money today
- Financial clarity without spreadsheets - organized view of all money and spending
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 33 ▼ −1 (down) since last check | Not checked yet ● no change since last check |
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| Trust Flow (Majestic) | 6 | 0 |
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| Citation Flow (Majestic) | 32 | 11 |
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| Referring domains (Majestic) | 159 | 1 |
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AllInvestView
AlloFi