AIV Assistant
Free educational resources to help you invest smarter, track your portfolio, and build long-term wealth.
Master the core concepts every investor should know
Understand how compound interest works and use our calculator to see how your money can grow exponentially over time.
Learn the difference between Time-Weighted and Money-Weighted returns, and when to use each method for accurate performance tracking.
The simple, low-cost investment strategy that has outperformed most professional fund managers. Learn how to build your own.
Learn how to adjust your portfolio mix as you age. From aggressive growth in your 20s to capital preservation near retirement.
When and how to rebalance your portfolio. Learn threshold-based strategies and tax-efficient rebalancing techniques.
Build passive income and grow your wealth over time
Build a portfolio of stocks that pay increasing dividends year after year. Create a growing passive income stream.
Learn how to achieve financial independence and retire early. Calculate your FIRE number and build your path to freedom.
Maximize your tax-free allowance with ISAs. Understand the different types and strategies to grow your wealth tax-efficiently.
Automatically reinvest dividends to accelerate compound growth. Compare broker DRIPs vs company DRIPs and learn the pros and cons.
Invest consistently regardless of market conditions. Learn how DCA reduces timing risk and why it beats lump sum investing for most people.
Different approaches to growing your wealth
Learn the strategies of Warren Buffett and Benjamin Graham. Find undervalued stocks with strong fundamentals and margin of safety.
Understand the key differences between growth and value investing. Which style fits your goals? Or should you blend both?
Understand different types of investments
Learn how bonds work, understand yields and duration, and discover how to build a bond ladder for steady income.
Exchange-traded funds explained. Learn about expense ratios, tracking difference, and how to build a diversified portfolio with ETFs.
Understand calls, puts, and options strategies. From covered calls for income to protective puts for hedging your portfolio.
How to track and manage cryptocurrency investments. Learn about allocation strategies, security best practices, and tax implications.
Keep more of your returns with smart tax strategies
Turn investment losses into tax savings. Learn the wash sale rules, strategies, and how much you could save each year.
Understand short-term vs long-term capital gains, tax brackets, and strategies to minimize your tax bill when selling investments.
Learn about international dividend taxes, tax treaty rates by country, W-8BEN forms, and how to reclaim overpaid withholding tax.
Compare different cost basis methods for calculating capital gains. Learn when FIFO, LIFO, or Specific ID can save you the most on taxes.
Understand how corporate actions affect your portfolio
Find the best portfolio tracker for your needs
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Compare DivTracker alternatives with more asset classes, tax tools, and comprehensive portfolio analytics beyond dividends.
Side-by-side feature comparison of all major portfolio trackers. Filter by features, pricing, and supported regions.
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