AllInvestView vs OpenBudget

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 OpenBudget
Detail	AllInvestView	OpenBudget
What it does	Professional portfolio tracker for stocks, bonds, ETFs, options, crypto and real estate with tax reporting and broker sync	Connect your bank to AI and get real answers
Stage	Not given	Not given
Founded	2023	Not given
Based in	ES	US
Pricing model	Freemium	Freemium
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	Base: $5/month billed annually or $9.95/month billed monthly. Investor: $8.25/month billed annually ($99/year) or $12.95/month billed monthly. Both include a 7-day free trial.
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	Ask Claude, ChatGPT, or any MCP client about spending, budgets, and balances 10,000+ US bank connections via Plaid Automatic transaction categorization with user-defined rules Auto-sync transactions to Google Sheets and Excel Track cards, loans, balances, APRs, and due dates Split mixed purchases into budget categories Connect investment and retirement accounts Scheduled check-ins and recurring tasks via AI
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 data stored on servers; credentials stay with Plaid and money never moves through OpenBudget One subscription with everything included; no ads or data selling Automatic spreadsheet sync with no manual CSV exports
Community votes	0	0
DR (Domain Rating by Ahrefs)	33 −1 (down) since last check	13 no change since last check
Trust Flow (Majestic)	6	13
Citation Flow (Majestic)	32	32
Referring domains (Majestic)	159	110

6 details filled in for both companies.

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