Acorns portfolio tracker

Your Acorns portfolio next to everything else you own, with one net worth figure and one return.

Upload your Acorns transaction history. You get the return between any two dates, the dividends you were paid and the ones coming, and a capital gains report for your country.

US Est. 2012 SEC FINRA SIPC

Create a free account Open the live demo

Free plan, no card One portfolio and 10 stock holdings free Bonds, options and custom assets do not count

A portfolio dashboard with the as of date control, balances, total return and IRR

The broker

What Acorns does well

What people like about Acorns, and why they stay.

Round-Up investing; automatically invest spare change from everyday purchases.

Diversified ETF portfolios managed.

Acorns Early custodial accounts for kids.

Recurring automatic investments from USD 5.

Acorns Earn cashback rewards invested into your portfolio.

The gap

What your broker leaves to you

Your broker is built for trading. The return, the tax figure and the view across accounts are what you get here.

Acorns reports Individual (Invest), IRA (Later) and other account types as managed totals. The contribution from each underlying ETF is not shown.

Import the underlying holdings. The dashboard shows each position and its contribution to return.

Acorns keeps Individual (Invest) and Checking (Spend) among its 4 account types with ETFs and Managed Portfolios in USD. Holdings at another broker are outside that total.

Add the other accounts. The combined view totals them while keeping each account separate.

The Acorns account shows account growth, not each ETF's return beside the rest of your investments.

Choose any start and end date. The dashboard recalculates capital gain, IRR and dividend yield for that period.

What you get

What AllInvestView does with your Acorns data

200,000+

Stocks, funds, bonds and crypto priced daily

80+

Exchanges, so your local listing is the one you see

Countries with capital gains rules built in

Review every row before you import it

An Acorns portfolio grows through small recurring deposits into a managed set of ETFs.

Upload the transaction file and review the mapped columns and rows. Nothing is added until you confirm the import.

Review a file import

Import review with mapped columns and validated transaction rows — Mapped columns and validated rows ready for review.

Trace dividend income from payment to forecast

Acorns investors receive fund distributions even though they do not choose each holding.

The report totals gross, withheld and net dividend income. It also shows payment history by company and a 12-month forecast.

Open the dividend report

Dividend report with payment history and a forward income forecast — Dividend income, payment history by company and the 12-month forecast.

See what sits inside your funds

The ETFs inside an Acorns portfolio can own the same companies through different funds.

Portfolio X-Ray opens each fund and combines repeated underlying holdings. It shows overlap and concentration across the portfolio.

Open Portfolio X-Ray

ETF look-through with underlying holdings, overlap and concentration — Fund holdings opened up to show overlap and concentration.

What Acorns gives you, and what is added here

Area	Acorns	With AllInvestView
Performance Analytics	The broker tools include basic portfolio growth chart and total return.	The dashboard calculates XIRR and return between chosen dates.
Portfolio Transparency	The account view shows portfolio allocation by category (conservative to aggressive).	Portfolio X-Ray shows fund holdings and overlap.
Tax Reporting	The broker tools include Annual 1099 tax forms.	The tax report supports FIFO, LIFO, HIFO and average cost.
Multi-Broker View	The account view covers holdings kept with this broker.	Accounts from several brokers can be viewed together.
Dividend Tracking	Dividend entries stay in the account history.	The dividend view shows the calendar, income and yield on cost.
Risk Analytics	The broker tools include Risk level selection (conservative to aggressive).	The risk view shows ratios, value at risk and simulations.
Fee Analysis	The broker tools include Monthly subscription fee shown in account.	Dated returns include imported costs.

Where you file

For investors filing in the United States

Your Acorns history turns into a capital gains report you can take to Schedule D.

Short term and long term split, so the two rates land where they belong

Wash sales flagged inside the 30 day window, across every account you hold here

FIFO, LIFO, HIFO and average cost, compared side by side before you sell

The 3,000 USD annual loss deduction applied the way the rules apply it

Getting started

Getting your Acorns history in

Export from Acorns

Open Settings > Documents > Statements in Acorns. Download the transaction history, or request it from Acorns support, then upload the file to AllInvestView.

Upload it

The importer reads the column layout on its own, identifies the securities and shows you every row before anything is saved.

Read your portfolio

Prices update daily, and dividends, corporate actions and splits are applied to the history you just brought in. Nothing else to keep up to date by hand.

Create a free accountNo card. One portfolio and 10 stock holdings.

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.

Suits Beginner investors using Acorns • Micro-investors starting with small amounts using Acorns • Passive investors wanting automated investing using Acorns • Parents using Acorns Early for children

More than one account

Acorns and everywhere else you hold something

Most people end up with two or three accounts. Bring them all in and they add up to one portfolio, with one return and one tax report.

Questions

Acorns and AllInvestView, answered

Can I track my Acorns portfolio in AllInvestView?

Import the holdings and transaction history. The dashboard keeps each position separate and includes it in return, allocation and tax reports.

Why would I need AllInvestView if Acorns manages my investments?

Import the underlying holdings and transactions. The manager still runs the account; the dashboard measures its return and allocation.

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

The broker continues to hold or manage the assets. The dashboard adds dated return, allocation, tax lots and a view across other accounts.

Is the Acorns connection read only, and is it an aggregator?

There is no automatic connection for Acorns yet. You export your transaction history and upload the file, so nothing of yours is ever logged into.

Does it show my options with Greeks?

Acorns does not offer options, so there is nothing to read here from this account. If you trade options at another broker, add that account and the options dashboard covers it: delta, gamma, theta, vega and rho per position.

Which cost basis methods can I choose?

FIFO, LIFO, HIFO and average cost. You pick the method on the tax report and the whole report is recalculated, so you can see what each one would cost you before you sell.

How are several currencies handled?

Each position keeps the currency it was bought in. The portfolio is then valued in the base currency you choose, using the rate for the day, so the currency move is part of the return you read.

Can I bring years of history from a file?

Yes. Export the full transaction history from Acorns and upload it. The importer reads the column layout, identifies the securities and shows every row for review before anything is saved, so your cost basis and your returns start from the complete record rather than from today.

What does the free plan cover?

One portfolio and 10 stock holdings, with no card. Bonds, options and custom assets are not counted against that. Broker sync, more portfolios and more holdings are on the paid plans.

See what your Acorns portfolio has really done

Upload your transaction history. The return, the dividends and the tax figures are waiting on the other side.

Create a free account