Can I track my Ally Invest portfolio with AllInvestView?

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

Can I generate tax reports for my Ally Invest investments?

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

Ally Invest Portfolio Tracker

Complete Portfolio Analytics for Ally Invest Users

Ally Invest is the brokerage arm of Ally Financial, offering commission-free stock and ETF trading alongside Ally's popular online banking. It provides self-directed trading with robust research tools, managed portfolios (robo-advisor) with no advisory fees on balances over $100, and options trading at competitive rates. Integrated with Ally Bank for seamless cash management, it's ideal for US investors who want banking and investing under one roof.

US Est. 2005 SEC FINRA SIPC

Commission-free stock, ETF, and options trading

Managed portfolios with no advisory fees (min USD 100)

Seamless integration with Ally Bank for cash management

Robust research tools from Morningstar, CFRA, and Smart Consensus

Options trading with advanced tools and USD 0.50/contract

Get Started Free Live Demo

No credit card required Free forever 30-second signup

What Ally Invest Users Get with AllInvestView

Portfolio analytics offer basic gain/loss but lack in-depth performance metrics

AllInvestView provides detailed IRR calculations, benchmark comparison, and time-weighted returns that go beyond Ally's basic portfolio view.

Tax reporting is limited to standard 1099 forms without detailed capital gains analysis

AllInvestView generates full capital gains reports with FIFO/LIFO methods, wash sale detection, and support for multiple tax methodologies.

No consolidated view for investors with accounts at multiple brokerages

Import your Ally Invest trades into AllInvestView and combine with holdings from any other broker in one unified dashboard.

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.

Ally Invest vs AllInvestView — Feature Comparison

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

Feature	Ally Invest Built-in	+ AllInvestView
Performance Analytics	Basic portfolio overview with gain/loss	True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Tax Reporting	1099 tax forms and basic realized gains	Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Research Tools	Morningstar, CFRA, and Smart Consensus research	Data-driven sector allocation, correlation analysis, and AI-powered insights
Multi-Broker View	Not available — Ally Invest only	Consolidate all brokers in one unified dashboard
Dividend Tracking	Basic dividend history in account statements	Calendar view, income projections, yield-on-cost, ex-date alerts
Risk Analytics	Basic portfolio risk summary	Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios
Options Analytics	Options chains and basic P&L tracking	Options P&L tracking with Greeks, payoff diagrams, and expiration calendar

See Your Entire Portfolio at a Glance

Get the complete picture of your Ally Invest 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 Ally Invest 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 Ally Invest 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 Ally Invest 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 Ally Invest portfolio. AllInvestView supports FIFO, LIFO, specific identification, and average cost methods.

Compatible with Ally Invest 1099-B data

Automatic wash sale rule detection

IRA and Roth IRA contribution tracking

Short-term vs long-term capital gains split

Ally Invest

CSV Import

Start Free Trial Track Ally Invest in 2 minutes

200k+

Stocks, ETFs, bonds & crypto supported

50+

Currencies for global investors

80+

Exchanges worldwide

About Ally Invest

US • Est. 2005 • Regulated by SEC, FINRA, SIPC

Asset Types StocksETFsOptionsBondsMutual FundsForex

Account Types IndividualJointIRARoth IRASEP IRACustodialManaged Portfolios

Currencies USD

Fees Commission Free Commission-free stocks and ETFs. Options: USD 0.50/contract. Managed portfolios: no advisory fee (min USD 100). Bonds: USD 1/bond (min USD 10).

Best For Ally Bank customers • US investors wanting banking-brokerage integration • Options traders seeking low per-contract fees • Hands-off investors using managed portfolios

How to Import Your Ally Invest Portfolio

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

Export from Ally Invest

1. Log in to your Ally Invest account at ally.com. 2. Navigate to "Holdings" or "Activity & Orders." 3. Click on "Activity" and select your date range. 4. Click "Export" to download your transaction history as CSV. 5. Upload the CSV file to AllInvestView.

Upload to AllInvestView

Use our smart CSV importer that automatically maps Ally Invest'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 Ally Invest

Investors using Ally Invest also track these brokers with AllInvestView:

Schwab

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E*TRADE

Robinhood

SoFi

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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

Ally Invest Portfolio Tracking FAQ

How do I import my Ally Invest transactions into AllInvestView?

Export your transaction history as CSV from Ally Invest (Activity & Orders > Activity > Export) and upload it to AllInvestView for comprehensive analytics.

Does AllInvestView support Ally Invest managed portfolios?

Yes! Import your managed portfolio holdings and AllInvestView will track performance, benchmark against indices, and show whether the managed approach is delivering value.

How do I get my Ally Invest data into AllInvestView?

Does AllInvestView sync with Ally Invest automatically?

Currently, Ally Invest 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 Ally Invest and other brokers together?

Absolutely! AllInvestView is built for multi-broker portfolios. Import from Ally Invest, 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 Ally Invest?

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