AllInvestView vs Wallet Fit

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 Wallet Fit
Detail	AllInvestView	Wallet Fit
What it does	Professional portfolio tracker for stocks, bonds, ETFs, options, crypto and real estate with tax reporting and broker sync	Canadian credit card rewards optimizer that matches every expense to the right card using cap-aware algorithms
Stage	Not given	Startup
Founded	2023	Not given
Based in	ES	CA
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	Free Core: $0/month. Pro Automator: $7.99 CAD/month or $79.99 CAD/year (billed annually, saving 16%)
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	Automated bank sync via Plaid with read-only access 50+ Canadian credit cards from major issuers Custom point valuations for Aeroplan, AMEX MR, and Scene+ Max AI strategist for conversational credit card advice CSV exports and tax-time breakdowns 12-month spending and cap history tracking
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	Only optimizer built specifically for Canadian card spending caps and reward structures 100% mathematically neutral recommendations with no affiliate bias Dynamically reallocates spending when card caps are hit SOC2-compliant Plaid integration with zero password storage Free tier provides full cap-aware optimization at no cost
Community votes	0	0
DR (Domain Rating by Ahrefs)	33 −1 (down) since last check	1 +1 (up) since last check
Trust Flow (Majestic)	6	1
Citation Flow (Majestic)	32	20
Referring domains (Majestic)	159	9

6 details filled in for both companies.

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