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AllInvestView logo

AllInvestView

Partially Agent-Ready
Agent-Ready SaaS Index · allinvestview.com · scored 2026-05-09 · rubric v2.0
Score 46 / 100
Financial Analysis
Free tier
Self-serve checkout
Public API

AllInvestView scores 46/100 on xpay's Agent-Ready Index v2: partial pricing visibility; self-serve checkout is available.

See AllInvestView pricing summaryLive pricing page
Pricing
AllInvestView pricing
As of 2026-05-09 · www.allinvestview.com/pricing/
Free
Contact sales
10 Holdings
5 Bonds & Cash
5 Watchlist items
1 Portfolio
Basic Rebalancing
Starter
Contact sales
Everything in Free
25 Holdings
20 Bonds & Cash
Real Estate Tracking
Options Tracking
Advanced
Contact sales
Everything in Starter
Unlimited Equities
Unlimited Bonds & Cash
Unlimited Transactions
Unlimited Real Estate Tracking
Pro
Contact sales
Everything in Advanced
Unlimited Everything
Unlimited Portfolios
Personal setup assistance
Dedicated support
Score breakdown · rubric v2.0
How AllInvestView scores on the agent-ready dimensions

Public pricing visibility

15 / 15

Self-serve checkout

15 / 15

Public API + docs

0 / 20

Usage-based / metered pricing

0 / 20

Free entry path

4 / 7

No sales call required

7 / 7

Card / wallet / x402 payment

5 / 6

Machine-readable bonus (MCP / OpenAPI)

0 / 10

Total
46 / 100
Agent purchase verdict
Can an autonomous agent transact here?
Human-assisted
LLM score: 55/100

Can create account

Yes

Can enter payment method

Yes

Can upgrade plan

Yes

Can buy more usage

No

Can cancel online

Yes

Payment methods

card

Human approval recommended

No

Pricing transparency

partial

Purchase motion

self_serve

Demo required

No

Quote required

No

Annual commit required

No

Auto-renewal mentioned

No

Cancellation policy visible

Yes

Refund policy visible

Yes

Invoice payment available

Unknown

Purchase orders supported

Unknown

MSA required

Unknown

DPA available

Unknown

Security review required

Unknown

Trial

14 days (no card)

Annual discount

25% off

Competitive intel
Positioning & ecosystem
Headline

“Simple, transparent pricing”

Buyer persona

smb
mid market

Value claims
14‑day money‑back guarantee
Cancel anytime
Agent purchase simulation
Six-step check: can an agent actually buy from AllInvestView?
✓

Discover price

◐

Select a plan

✗

Pay per task

✗

Avoid a sales call

✗

API docs without auth

✗

Estimate cost upfront

Analysis
Pros and cons for AI agents
Observational summary written by xpay from the signals captured on 2026-05-06. Not a review of the product — only of its current pricing posture for agent buyers.
✓ For an AI agent
  • Pricing is publicly visible on an indexable page — agents can read tiers without scraping past auth.
  • A free tier exists, lowering the bar for an agent builder to prototype before committing budget.
◐ Opportunities for the provider
  • No per-unit price was advertised, so an agent has no way to estimate the cost of a single task.
  • All advertised tiers route to a sales contact form; an agent cannot complete a purchase autonomously.
  • API documentation is gated or absent; an agent cannot inspect the integration surface without authentication.
  • PPU requires account creation and an issued API key; a fully unauthenticated agent purchase is not yet supported.
  • No /.well-known/ai-pricing.json or equivalent machine-readable pricing manifest is published — agents must rely on HTML scraping.
One-line fix
How AllInvestView could lift its score

Add a per-unit price (e.g. $X / 1K calls) to the pricing page so an agent can compute its own cost before committing.

pricing_visible

true

headline_phrasing

Simple, transparent pricing — Start free, upgrade when you're ready. No hidden fees.

tier_count

4

lowest_paid_entry_usd

null

free_tier

true

free_tier_terms

null

per_unit_price

null

annual_required

true

self_serve_paid_tiers

3

sales_only_tiers

0

public_api_docs_url

https://www.allinvestview.com/docs/

api_docs_auth_walled

false

ai_pricing_json_present

false

agents_txt_present

false

anonymous_purchase_path

false

per_unit_classification

null

usage_headline_present

false

custom_tier_present

true

agent_friendly

{"ai_pricing_json":false,"agents_txt":false,"llms_txt":true,"sitemap_xml":true,"mcp_server_card":false,"agent_skills_index":false,"x402_supported":false}

View raw extracted page text →
Page heading: Simple, transparent pricing
CTAs (40): AllInvestView · Home · Tools · Tax Report · Dividend Report · Bond Report · Capital Gains Tax · Dividend Withholding Tax · Rebalance · Bond Calculator · Option Calculator · Ticker Logo API
AllInvestView Home Tools Reports Tax Report Dividend Report Bond Report Tax Rules Capital Gains Tax Dividend Withholding Tax Calculators Rebalance Bond Calculator Option Calculator Ticker Logo API Live Demo Sync Broker Booking/Tutorial Help Feature Requests Explore Log In Create Account Home Pricing Community Bond Calculator Option Calculator Ticker Logo API Live Demo Help Feature Requests Explore Theme Language EN ES FR DE PT IT NL JA ZH Pricing Community Create Account Log In Simple, transparent pricing Start free, upgrade when you're ready. No hidden fees. Available worldwide Monthly Annual Save up to 25% 🎟️ Code will be applied at checkout. Free For Simple Investors Everything you need to get started with portfolio tracking. Free Forever free Get Started What's included 10 Holdings 5 Bonds & Cash 5 Watchlist items 1 Portfolio Basic Rebalancing Cash Account Custom Assets 5y Performance Tracking AI Assistant Email Support Starter For Casual Investors Take your portfolio management to the next level. /mo Start Free Trial I have a promo code Everything in Free, plus 25 Holdings 20 Bonds & Cash Real Estate Tracking Options Tracking 5 Watchlist items 2 Portfolios Advanced Rebalancing Earnings recap emails Benchmarking Advanced Analytics Brokerage sync 15y Performance Tracking Weekly summary emails 14-day free trial • Cancel anytime Most Popular Advanced For Active Investors Unlimited everything for serious portfolio management. /mo Start Free Trial I have a promo code Everythi…
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Agent-Ready Spec
AllInvestView
Partially Agent-Ready

46

/ 100 (rubric v2.0)
Category

Financial Analysis

Pricing model

Simple, transparent pricing — Start free, upgrade when you're ready. No hidden fees.

Tier count

4

Free tier

Yes

Lowest paid entry

Sales-led

Self-serve / sales-only tiers

3 / 0

Public API docs

Public

Anonymous purchase path

No

Machine-readable pricing

Not published

Last refreshed

2026-05-09

Pricing intelligenceInsights extracted from www.allinvestview.com/pricing/
Pricing model

Tier-based subscription

Agent-purchase verdict
Human-assisted
55/100 · v2.1
Cheapest entry

Free plan

Actions
Open live pricing page
Verdict reflects Partially Agent-Ready status under rubric v2.0. Source observed at https://www.allinvestview.com/pricing/.
Agent-friendly features2 of 7 present
Discovery files and protocols
Side-channel signals — informational, not part of the score. Each protocol is independent; adoption signals the publisher is thinking about agent buyers.

ai-pricing.json

agents.txt

llms.txt

sitemap.xml

MCP Server Card

Agent Skills

x402 / MPP

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CompanyAgentically Inc. (d/b/a xpay✦)1875 Mission St, Ste 103San Francisco, CA 94103, United Stateslegal@xpay.sh · privacy@xpay.sh
or ask your AI app
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About xpayAgency PartnersGitHubDiscordllms.txt
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