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AllInvestView vs Ascend

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

AllInvestView compared with Ascend
DetailAllInvestView logo AllInvestViewAscend logo Ascend
What it doesProfessional portfolio tracker for stocks, bonds, ETFs, options, crypto and real estate with tax reporting and broker sync Your whole net worth on iPhone
StageNot given Not given
Founded2023 Not given
Based inES Not given
Pricing modelFreemium Freemium
PricingFree 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 Free: $0. Pro: $12.99/month or $99/year (save 36%).
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
  • Automatic brokerage sync through SnapTrade on Pro
  • Manual entry of bank, retirement, and cash balances
  • Keyless crypto wallet tracking by public address
  • Ask Ascend AI copilot for portfolio questions
  • Time-weighted returns vs. S&P 500 benchmark
  • Retirement projection with Monte Carlo scenarios
  • Weekly Rundown portfolio report on Pro
  • Up to 10-stock Watchlist with research on Pro
  • Real estate tracking with FHFA estimates
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
  • Read-only design means Ascend cannot trade or move money
  • No private keys ever required for crypto tracking
  • Data encrypted at rest with separate key protection
  • Financial data never sold to advertisers or brokers
Community votes00
DR (Domain Rating by Ahrefs)33 −1 (down) since last checkNot checked yet no change since last check
Trust Flow (Majestic)61
Citation Flow (Majestic)3214
Referring domains (Majestic)1593

5 details filled in for both companies.

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