Can I track my AJ Bell portfolio with AllInvestView?

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

Can I generate tax reports for my AJ Bell investments?

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

AJ Bell Portfolio Tracker

Track Your AJ Bell Investments with Advanced Analytics

AJ Bell is a leading UK investment platform offering ISAs, SIPPs, and general investment accounts with competitive fees and a wide range of funds, shares, and ETFs.

GB Est. 1995 FCA FSCS

Comprehensive ISA and SIPP wrappers with competitive platform fees

Wide range of funds, shares, ETFs, investment trusts, and bonds

Ready-made portfolios for hands-off investors

Dodl by AJ Bell — simplified investing app for beginners

Award-winning UK investment platform with 500,000+ customers

Get Started Free Live Demo

No credit card required Free forever 30-second signup

What AJ Bell Users Get with AllInvestView

Portfolio analytics are basic with limited performance attribution

AllInvestView provides detailed performance charts, time-weighted returns, and sector analysis for your AJ Bell portfolio.

No way to track investments held across AJ Bell and other platforms together

AllInvestView combines your AJ Bell ISA, SIPP, and GIA with holdings at any other broker for a total wealth view.

Dividend tracking and income projections are limited on the platform

AllInvestView tracks all your dividends with calendar views, yield-on-cost metrics, and forward income projections.

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.

AJ Bell vs AllInvestView — Feature Comparison

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

Feature	AJ Bell Built-in	+ AllInvestView
Performance Analytics	Basic portfolio value and gain/loss display	True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Tax Reporting	Annual tax certificate for CGT	Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Dividend Tracking	Basic dividend history in statements	Calendar view, income projections, yield-on-cost, ex-date alerts
Multi-Broker View	Not available — AJ Bell accounts only	Consolidate all brokers in one unified dashboard
Risk Analytics	Basic risk profile for ready-made portfolios	Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios
Bond Analytics	Basic bond holdings display	YTM, duration, convexity, accrued interest calculator
Correlation Analysis	Not available	Full correlation matrix with diversification heatmap

See Your Entire Portfolio at a Glance

Get the complete picture of your AJ Bell 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 AJ Bell 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 AJ Bell 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 AJ Bell 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

ISA & SIPP Tracking for UK Investors

Track your AJ Bell ISA, SIPP, and General Investment Account separately. Capital gains tax reports aligned with HMRC requirements.

GBP base currency with automatic FX conversion

UK capital gains tax allowance tracking

Dividend tax reporting for UK residents

ISA and SIPP performance analytics

AJ Bell

Auto-Sync Available

Start Free Trial Track AJ Bell in 2 minutes

200k+

Stocks, ETFs, bonds & crypto supported

50+

Currencies for global investors

80+

Exchanges worldwide

About AJ Bell

GB • Est. 1995 • Regulated by FCA, FSCS

Asset Types StocksETFsBondsMutual FundsInvestment Trusts

Account Types ISAStocks & Shares ISASIPPLifetime ISAJunior ISAGeneral Investment

Currencies GBPUSDEUR

Fees Platform fee 0.25% (capped at GBP 3.50/month for shares). Share dealing from GBP 5 per trade (GBP 3.50 for frequent traders).

Best For UK ISA investors • SIPP pension holders • Long-term fund investors • UK retirement planners

How to Import Your AJ Bell Portfolio

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

Export from AJ Bell

Connect your AJ Bell account automatically via SnapTrade for real-time portfolio syncing.

Upload to AllInvestView

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

Track Everything

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

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

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AJ Bell Portfolio Tracking FAQ

Can I automatically sync my AJ Bell accounts with AllInvestView?

Yes! AllInvestView supports automatic syncing with AJ Bell via SnapTrade. Your ISA, SIPP, and GIA accounts all sync seamlessly.

Does AllInvestView handle AJ Bell ISA and SIPP holdings?

Yes. AllInvestView tracks all your AJ Bell wrappers including ISAs, SIPPs, and general investment accounts with full performance analytics and dividend tracking.

How do I get my AJ Bell data into AllInvestView?

Connect your AJ Bell account automatically via SnapTrade for real-time portfolio syncing.

Does AllInvestView sync with AJ Bell automatically?

Yes! AllInvestView can automatically sync with AJ Bell through our secure broker integration. Your portfolio stays up-to-date without manual imports.

Can I track AJ Bell and other brokers together?

Absolutely! AllInvestView is built for multi-broker portfolios. Import from AJ Bell, 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 AJ Bell?

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