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AllInvestView vs FinPlann

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 FinPlann
DetailAllInvestView logo AllInvestViewFinPlann logo FinPlann
What it doesProfessional portfolio tracker for stocks, bonds, ETFs, options, crypto and real estate with tax reporting and broker sync Connected financial planner for Indians in India and abroad
StageNot given Not given
Founded2023 Not given
Based inES SG
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 forever with all calculators and financial health check. Pro from $12/month or $99/year. Advisor $99/month and Advisor Pro $299/month for financial advisors.
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
  • Free financial calculators for SIP, FIRE, retirement, EMI, tax and more
  • Connected financial planner tracking income, expenses, goals, assets and net worth
  • AI-generated personalized action plans ranked by urgency
  • FinChat AI planning assistant with 200 messages per month on Pro
  • Multi-currency support for eight currencies including INR, USD, EUR, GBP
  • PDF reports and scorecards for Pro users
  • NRI-specific tools for residential status and returning to India
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
  • Connected workspace where cash flows, investments, goals, loans and SIPs stay connected
  • Treats Indians abroad as core audience with multi-currency and residency rule support
  • Never connects to bank or investment accounts; data encrypted with AES-128
  • Recommendations follow standard financial planning order, not a generic checklist
Community votes00
DR (Domain Rating by Ahrefs)33 −1 (down) since last check5 no change since last check
Trust Flow (Majestic)626
Citation Flow (Majestic)3225
Referring domains (Majestic)15915

6 details filled in for both companies.

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