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AllInvestView vs Ledgerly

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 Ledgerly
DetailAllInvestView logo AllInvestViewLedgerly logo Ledgerly
What it doesProfessional portfolio tracker for stocks, bonds, ETFs, options, crypto and real estate with tax reporting and broker sync Budget app that shows what you can spend today
StageNot given Not given
Founded2023 Not given
Based inES US
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 to start with all features unlocked; then Monthly, Yearly (billed yearly, most common option), or Lifetime (one-time payment). Prices set by Apple App Store and Google Play and vary by country.
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
  • Calculates what you can safely spend today
  • Budgets over any period (month, fortnight, custom)
  • Multiple accounts, transfers, and net worth tracking
  • Recurring rules for rent, salary, and subscriptions
  • Search and filters over every transaction
  • CSV export of transactions
  • Backup and restore via Google Drive, iCloud, or file
  • App lock with passcode and biometrics
  • Supports 165 currencies and 5 languages
  • All data stays on device with optional backup only
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 connection—you manually add transactions, so no credentials to share and nothing to categorize incorrectly
  • All data remains on your phone; nothing is uploaded without your permission
  • Shows what you can spend today as one clear number derived from remaining funds and days until payday
  • Free to start with all features unlocked; you choose whether to pay to continue adding transactions
Community votes00
DR (Domain Rating by Ahrefs)33 −1 (down) since last check2 no change since last check
Trust Flow (Majestic)61
Citation Flow (Majestic)3219
Referring domains (Majestic)15911

6 details filled in for both companies.

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