Portfolio Tracker

All your investments,
one clear view.

Track stocks, bonds, ETFs, options, crypto and real estate in a single dashboard. Tax reports for your country, dividend tracking, broker sync and ready-made import templates for your broker.

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AllInvestView Dashboard showing portfolio allocation, performance charts, dividend tracking and tax reports across multiple devices
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Assets available worldwide
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Currencies for multi-currency tracking
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Global stock exchanges supported
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Brokers for automatic sync

Start tracking in three steps

From zero to full portfolio visibility in minutes, not hours.

1

Import

Connect your broker, upload a CSV or add trades manually. Supports 200,000+ assets.

2

Track

See all your assets in one live dashboard with real-time prices and performance.

3

Analyse

Get tax reports, Monte Carlo simulations, dividend analytics and AI-powered insights.

AllInvestView dashboard showing portfolio summary cards with growth rate, total value, capital gains and dividend yield, plus detailed performance metrics table AllInvestView dashboard showing portfolio summary cards with growth rate, total value, capital gains and dividend yield, plus detailed performance metrics table

One dashboard for every asset you own

See your full portfolio at a glance. Allocation by asset class, country, sector and broker. Clean, fast and built for investors who want clarity.

Multi-asset allocation

View how your portfolio is split across stocks, bonds, ETFs, options, crypto and real estate in one view.

Sector & geographic breakdown

Understand your exposure by country, region and industry sector for optimal diversification.

Real-time P&L

Track daily profit and loss, total returns, CAGR and unrealised gains across all holdings.

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AllInvestView dark-mode dashboard showing asset allocation by stocks, ETFs, crypto and bonds with interactive pie chart AllInvestView dashboard showing asset allocation by stocks, ETFs, crypto and bonds with interactive pie chart

Professional-grade analytics for every investor

Tools typically reserved for institutional fund managers, available for free.

Benchmark Comparison

Compare each holding against VOO, SPY or any benchmark. See if your stock picks actually beat the index.

Monte Carlo Simulation

Project thousands of possible portfolio outcomes. Understand the range of returns you might expect over time.

Value at Risk (VaR)

Quantify your downside risk at 95% and 99% confidence levels. Know the worst-case scenario before it happens.

Efficient Frontier

Full Markowitz mean-variance optimization. Find the portfolio mix that maximises returns for your risk level.

Correlation Matrix

Colour-coded heatmap showing how your assets move together. Achieve real diversification, not just variety.

Sharpe Ratio & Alpha

Measure risk-adjusted returns. See your CAGR, Alpha, Beta and Sharpe Ratio across the entire portfolio.

Monte Carlo simulation showing 1,000-path portfolio value projection with percentile cards from worst to best case Monte Carlo simulation showing 1,000-path portfolio value projection with percentile cards from worst to best case
Asset performance table showing mean return, volatility and Sharpe ratio for each holding Asset performance table showing mean return, volatility and Sharpe ratio for each holding
Portfolio insights showing CAGR 7.82%, risk highlights with max drawdown, hit rate and return multiples Portfolio insights showing CAGR 7.82%, risk highlights with max drawdown, hit rate and return multiples

Save hours at tax time

Generate capital gains and tax reports for your country in minutes. Configurable cost basis methods, progressive brackets and advanced tax features.

FIFO / LIFO / Average Cost / Specific ID

Choose the cost basis method your tax authority requires, or compare methods to find the one that saves you the most.

14 Tax Jurisdictions

Pre-configured rules for the US, UK, Germany, Spain, France, Italy, Netherlands, Canada, Australia and more. Fully customisable.

Progressive Tax Brackets

Configure multiple tax bands with different rates. See exactly how much tax you owe at each bracket level.

Wash Sale Detection

Automatically flags wash sale violations so you do not accidentally claim disallowed losses on your tax return.

Loss Carry-Forward

Track realised losses that can offset future gains. Optimise your tax position year after year.

PDF / Excel / CSV Export

Download your tax report in the format your accountant needs. Print-ready PDF or detailed spreadsheet.

Tax report showing unrealized gains and losses, estimated tax liability, FIFO cost basis, and position-by-position capital gains analysis Tax report showing unrealized gains and losses, estimated tax liability, FIFO cost basis, and position-by-position capital gains analysis
🇺🇸 United States 🇬🇧 United Kingdom 🇩🇪 Germany 🇪🇸 Spain 🇫🇷 France 🇮🇹 Italy 🇳🇱 Netherlands 🇨🇦 Canada 🇦🇺 Australia + 5 more
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Dark-mode dividend dashboard showing yield cards, annual income and monthly historical bar chart for 2025 Dividend dashboard showing yield cards, annual income and monthly historical bar chart for 2025

Track every dividend like a professional

Never miss a payment. Monitor past, upcoming and projected dividends with tools built for income-focused investors.

Interactive calendar

See all payment dates, ex-dividend dates and record dates in one intuitive calendar view.

Dividend Score & Yield on Cost

Evaluate dividend quality with our proprietary score. Track yield on cost relative to your purchase price.

Projected income & YoY growth

See your estimated annual dividend income and track year-over-year growth with detailed charts.

Dividend yield by holding with upcoming and recent dividend payments showing company logos and amounts Dividend yield by holding with upcoming and recent dividend payments showing company logos and amounts
Interactive dividend calendar showing ex-dividend dates and payment schedule by month Interactive dividend calendar showing ex-dividend dates and payment schedule by month

Every asset class in one place

It does not matter what you invest in. AllInvestView tracks it all with specialised tools for each asset type.

Stocks & ETFs

200,000+ securities across 80+ global exchanges. Live prices, fundamentals, sector analysis and benchmark comparison.

Bonds

YTM, duration, convexity, accrued coupon. Bond ladder visualisation and coupon calendar. Professional-grade bond calculator.

Options

Track calls and puts with full Greeks: Delta, Gamma, Theta and Vega. Black-Scholes pricing and P&L analysis.

Real Estate

Track properties, mortgages, rental income and expenses. Cap rate, NOI, cash-on-cash return and appreciation.

Crypto

Bitcoin, Ethereum and all major digital assets. Track your crypto alongside traditional investments in one portfolio.

Cash & Custom Assets

Cash accounts in any currency. Custom assets for anything else: art, wine, collectibles. Track everything you own.

Holdings management table showing stocks and ETFs with company logos, quantities, cost basis, market value, unrealized P&L, return percentage and sparkline price trends Holdings management table showing stocks and ETFs with company logos, quantities, cost basis, market value, unrealized P&L, return percentage and sparkline price trends

Get started in minutes, not hours

Multiple ways to bring your portfolio in. Pick the one that suits you best.

Broker Sync

Automatic sync with Trading 212, Interactive Brokers, DEGIRO, Schwab, Revolut, Swissquote and dozens more via secure read-only connection.

Smart CSV Import

Magic CSV auto-detection plus ready-made templates for your broker. Upload your export file and go.

Manual Entry

Add trades manually with autocomplete across 200,000+ assets. Quick, flexible and always available.

Interactive Brokers Schwab Fidelity Trading 212 DEGIRO Robinhood Vanguard Webull Coinbase Questrade Wealthsimple E*TRADE
Automatic sync with 30+ brokerages
Bond calculator showing accrued coupon, yield to maturity, duration and convexity metrics

Professional Bond Calculator

Advanced fixed income tools for bond valuation and analysis, designed for both retail and professional investors.

Precise valuation

Calculate theoretical price, accrued coupon, Yield to Maturity, duration and convexity.

Bond Ladder

Visualise your maturities and future coupon flows to manage your cash flow timeline.

Bond database

Search and discover bonds that match your investment criteria.

Try the Calculator

Options Trading with Full Greeks

A complete options toolkit for traders who want clarity on every position — from single calls to multi-leg strategies.

Greeks Dashboard

Real-time Delta, Gamma, Theta and Vega calculated with our Black-Scholes pricing engine. Portfolio-level aggregation included.

Wheel Strategy Tracker

Follow the full wheel lifecycle: cash-secured puts → assignment → covered calls. Track premium income and adjusted cost basis.

Strategy Auto-Detection

Automatically identifies spreads, straddles, strangles, iron condors and 10+ other multi-leg strategies from your trades.

Payoff Diagrams & Scenario Analysis

Visualise break-even points, max profit and max loss. Run what-if scenarios before you trade.

Explore Options Tracker Options Guide
Options dashboard showing Greeks, P&L tracking, wheel strategy lifecycle and strategy auto-detection Options dashboard showing Greeks, P&L tracking, wheel strategy lifecycle and strategy auto-detection

See how AllInvestView compares

Explore detailed comparisons with other portfolio trackers.

Sharesight vs AIV Getquin vs AIV Portfolio Performance vs AIV Snowball Analytics vs AIV DivTracker vs AIV

Your data stays yours

Your financial data security is our top priority.

Read-only access

AllInvestView never has access to execute trades in your brokerage account. View-only, always.

No ads or third parties

Your data is never sold or shared. No third-party trackers, no ads, no fine print.

Export anytime

Your data belongs to you. Import and export whenever you want. No lock-in, ever.

Frequently asked questions

Everything you need to know before getting started.

AllInvestView is a professional portfolio management platform that lets you track stocks, bonds, ETFs, mutual funds, options, crypto and real estate in one unified dashboard. It includes advanced analytics like Monte Carlo simulation, Efficient Frontier, Value at Risk, dividend tracking, tax reporting for your country, and broker integration.

Yes. The free plan includes core portfolio tracking features with no time limit. Premium plans add advanced analytics, unlimited portfolios, tax reports and additional features for investors who need a deeper level of detail.

AllInvestView supports stocks, bonds, ETFs, mutual funds, options, cryptocurrencies, real estate with rental income tracking, and custom assets. You can monitor investments across 200,000+ assets, 50+ currencies and 80+ global exchanges.

Yes. AllInvestView integrates with brokers like Trading 212, Interactive Brokers, DEGIRO, Schwab, Revolut, Swissquote, Fidelity, Scalable Capital, Trade Republic and many more to automatically sync your holdings. You can also import transactions via CSV or add them manually.

AllInvestView generates capital gains and tax reports for your country. Supported jurisdictions include the US, UK, Germany, Spain, France, Italy, Netherlands, Canada, Australia and more, with new countries added regularly. You can configure cost basis methods (FIFO, LIFO, average cost, specific identification), progressive tax brackets, wash sale rules and loss carry-forward to match your local tax requirements.

AllInvestView provides Efficient Frontier analysis with Markowitz optimization, correlation matrix heatmap, Monte Carlo simulation, Value at Risk (VaR), benchmark comparison per holding, Sharpe Ratio, Alpha, CAGR, portfolio rebalancing, sector and geographic breakdowns, and an AI assistant that can answer questions about your portfolio.

Yes. AllInvestView is read-only and never has access to execute trades in your brokerage account. Your data is never sold or shared with third parties. There are no ads, no trackers and you can export or delete your data at any time.

AllInvestView fetches real-time prices, automatically calculates returns including dividends, stock splits and corporate actions, generates tax reports and offers professional analytics like Monte Carlo simulation, Efficient Frontier and Correlation Matrix. All without maintaining formulas or updating data manually.

Yes. AllInvestView lets you track properties, mortgages, rental income and expenses. You can monitor cap rate, NOI, cash-on-cash return and property appreciation. Your real estate is displayed alongside your financial assets in a single portfolio view for a complete picture of your net worth.

AllInvestView integrates with dozens of brokers including Trading 212, Interactive Brokers, DEGIRO, Charles Schwab, Revolut, Swissquote, Fidelity, Scalable Capital, Trade Republic and more. All connections are read-only and secure. You can also import from any broker using our smart CSV import with auto-detection for your broker format.

Start tracking your portfolio today

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