AllInvestView
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AllInvestView connects directly to brokers across 80+ global exchanges to aggregate your complete portfolio in one place. It handles tax lot tracking with cost basis reporting, calculates capital gains, and runs Monte Carlo projections to model portfolio outcomes under different market conditions. The platform supports stocks, ETFs, crypto, bonds, and alternative investments all in a single dashboard.
AllInvestView suits investors with holdings spread across multiple brokers or countries who need comprehensive tax reporting. It's especially valuable if you're managing complex portfolios with different asset classes or if you need to prepare detailed records for tax filing.