Can I track my Acorns portfolio with AllInvestView?

Yes! AllInvestView fully supports Acorns portfolio tracking. You can sync automatically or import your transactions via CSV to track all your Acorns investments.

Can I generate tax reports for my Acorns investments?

Yes, AllInvestView provides comprehensive tax reporting for Acorns portfolios, including capital gains calculations, dividend income tracking, and tax-loss harvesting suggestions.

Acorns Portfolio Tracker

See the Full Picture of Your Acorns Investments

Acorns is a US micro-investing app that automatically rounds up everyday purchases to the nearest dollar and invests the spare change into diversified ETF portfolios. It offers personal investment accounts, IRAs (Traditional, Roth, SEP), and custodial accounts for kids (Acorns Early). With its "set it and forget it" approach and automatic recurring investments, Acorns is designed for beginners and passive investors who want to start investing with small amounts.

US Est. 2012 SEC FINRA SIPC

Round-Up investing — automatically invest spare change from everyday purchases

Diversified ETF portfolios managed by experts

Acorns Early custodial accounts for kids

Recurring automatic investments from USD 5

Acorns Earn cashback rewards invested into your portfolio

Get Started Free Live Demo

No credit card required Free forever 30-second signup

What Acorns Users Get with AllInvestView

Limited visibility into individual ETF positions and their performance contribution

AllInvestView breaks down your Acorns portfolio into individual ETF holdings, showing the performance and allocation of each component.

No way to see Acorns alongside other investment accounts in a unified view

Import your Acorns holdings into AllInvestView and combine with any other broker for a complete picture of your total net worth.

Performance reporting is limited to basic portfolio growth charts

AllInvestView provides true IRR, benchmark comparison, and risk analytics to evaluate whether your Acorns portfolio is meeting your financial goals.

What You Unlock with AllInvestView

Monte Carlo Simulation

Simulate 1,000+ future scenarios. See the probability of hitting your financial goals.

Efficient Frontier

Find your optimal portfolio allocation using Markowitz mean-variance optimization.

Correlation Matrix

Visualize how your holdings move together. Identify diversification gaps at a glance.

Tax Reports

Capital gains reports for 14+ countries. FIFO, LIFO, specific ID, and average cost methods.

Dividend Calendar

Track every payment, project future income, and monitor yield-on-cost over time.

Options Greeks

Track Delta, Gamma, Theta, Vega, and Rho with visual payoff diagrams.

AI Assistant

Ask anything about your portfolio. Get instant analysis powered by AI.

Quick Allocation View

See asset, sector, country, and currency breakdown in one visual dashboard.

Acorns vs AllInvestView — Feature Comparison

See what Acorns's built-in tools offer versus what AllInvestView adds to your investment workflow.

Feature	Acorns Built-in	+ AllInvestView
Performance Analytics	Basic portfolio growth chart and total return	True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Portfolio Transparency	Shows portfolio allocation by category (conservative to aggressive)	Individual ETF breakdown with performance attribution and sector analysis
Tax Reporting	Annual 1099 tax forms	Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Multi-Broker View	Not available — Acorns only	Consolidate all brokers in one unified dashboard
Dividend Tracking	Dividends automatically reinvested, limited visibility	Calendar view, income projections, yield-on-cost, ex-date alerts
Risk Analytics	Risk level selection (conservative to aggressive)	Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios
Fee Analysis	Monthly subscription fee shown in account	Total cost analysis including subscription fees, fund costs, and impact on returns

See Your Entire Portfolio at a Glance

Get the complete picture of your Acorns investments with intuitive visualizations that show exactly where your money is allocated.

Asset allocation by type, sector, and geography
Real-time valuations in your preferred currency
Performance attribution by holding
Concentration risk indicators

Analytics That Actually Matter

Go beyond simple percentage gains. Understand your true risk-adjusted performance with institutional-quality metrics.

Money-weighted returns (IRR/XIRR)
Efficient Frontier optimization
Correlation matrix across holdings
Sharpe ratio and volatility metrics

Master Your Dividend Income

Track every dividend from your Acorns holdings. Know exactly when payments arrive and how your income is growing.

Automatic dividend detection and tracking
Calendar view of upcoming payments
Yield on cost calculations
Annual income projections

Capital gains tax report showing unrealized gains, estimated tax liability, and FIFO cost basis analysis

Tax Reports in One Click

Generate capital gains reports for your Acorns portfolio instantly. Supports 14+ countries with multiple cost basis methods.

FIFO, LIFO, specific identification, and average cost
Automatic wash sale detection
Short-term vs long-term capital gains split
Export as PDF or CSV for tax filing

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

Every Holding, One Clean Table

See all your Acorns positions with real-time prices, sparkline trends, and instant P&L — exactly the view your broker doesn't give you.

Company logos, real-time prices, and sparklines
Cost basis, market value, and unrealized P&L
Sort and filter by any column
Multi-broker holdings in one unified table

Try the Live Demo

Explore a real portfolio — no signup needed

Tax Reporting for US Investors

Generate Schedule D-ready capital gains reports from your Acorns portfolio. AllInvestView supports FIFO, LIFO, specific identification, and average cost methods.

Compatible with Acorns 1099-B data

Automatic wash sale rule detection

IRA and Roth IRA contribution tracking

Short-term vs long-term capital gains split

Acorns

CSV Import

Start Free Trial Track Acorns in 2 minutes

200k+

Stocks, ETFs, bonds & crypto supported

50+

Currencies for global investors

80+

Exchanges worldwide

About Acorns

US • Est. 2012 • Regulated by SEC, FINRA, SIPC

Asset Types ETFsManaged Portfolios

Account Types Individual (Invest)IRA (Later)Custodial (Early)Checking (Spend)

Currencies USD

Fees Monthly subscription: Bronze USD 3/month (Invest + Later), Silver USD 6/month (adds Early + Spend), Gold USD 12/month (adds family features). No trading commissions.

Best For Beginner investors • Micro-investors starting with small amounts • Passive investors wanting automated investing • Parents investing for kids with Acorns Early

How to Import Your Acorns Portfolio

Getting your Acorns data into AllInvestView takes less than 2 minutes. Here's how:

Export from Acorns

1. Open the Acorns app or log in at acorns.com. 2. Tap on the profile icon or go to "Settings." 3. Navigate to "Documents" or "Statements." 4. Download your account statement or transaction history. 5. If CSV is not directly available, you can request a detailed statement from Acorns support. 6. Upload the file to AllInvestView.

Upload to AllInvestView

Use our smart CSV importer that automatically maps Acorns's format. No manual column matching needed.

Track Everything

Instantly see your full portfolio with real-time prices, dividends, and performance metrics.

Similar Brokers to Acorns

Investors using Acorns also track these brokers with AllInvestView:

Robinhood

SoFi

Webull US

Public

Schwab

Fidelity

Track All Your Brokers Together

Got investments at multiple brokers? AllInvestView consolidates everything into one view:

Robinhood

Schwab

Vanguard US

Webull US

E*TRADE

Interactive Brokers

Trading 212

DEGIRO

Freetrade

Revolut

TradeStation

Tradier

Questrade

Wealthsimple

Alpaca

Swissquote

TradeStation Global

Lynx

BUX

Stake AUS

Stake UK

Commsec

Binance

Coinbase

Kraken

Unocoin

Upstox

Zerodha

moomoo

Trade Republic

Scalable Capital

eToro

XTB

Lightyear

Flatex

Bitpanda

Saxo Bank

Plus500

Capital.com

Hargreaves Lansdown

interactive investor

Nutmeg

SoFi

Ally Invest

Merrill Edge

Firstrade

Acorns

Fidelity

Chase

Wells Fargo

AJ Bell

TD Direct Investing

Empower

tastytrade

Public

Acorns Portfolio Tracking FAQ

Can I track my Acorns portfolio in AllInvestView?

Yes! Download your Acorns account statements and import them into AllInvestView. You'll get detailed performance analytics beyond the basic growth chart Acorns provides.

Why would I need AllInvestView if Acorns manages my investments?

AllInvestView adds independent performance verification, benchmark comparison against major indices, and the ability to see Acorns alongside any other investments you have.

Does AllInvestView show the fees I'm paying at Acorns?

AllInvestView can help you understand the true cost of investing by showing your net returns. Combined with Acorns' subscription fee, you can evaluate the total cost-effectiveness of your portfolio.

How do I get my Acorns data into AllInvestView?

Does AllInvestView sync with Acorns automatically?

Currently, Acorns data is imported via CSV export. We're constantly adding new broker integrations. Once you import your data, prices update automatically in real-time.

Can I track Acorns and other brokers together?

Absolutely! AllInvestView is built for multi-broker portfolios. Import from Acorns, Interactive Brokers, Schwab, or any other broker and see everything in one unified dashboard with consolidated performance metrics.

Does AllInvestView support all asset types from Acorns?

Yes! AllInvestView supports all asset types available at Acorns—stocks, ETFs, bonds, mutual funds, options, and even crypto. Each asset type has specialized tracking features.