30 brokers sync automatically via OAuth. Any other broker works via smart CSV import — just upload your export. Filter below to see how yours connects.
Find your broker below and check whether it supports automatic sync or CSV import.
Securely connect via OAuth, or upload a CSV export from your broker — we'll parse it automatically.
See consolidated performance, dividends, tax reports, and analytics across all your brokers.
AllInvestView features 57 brokers with detailed integration info — 30 with automatic portfolio sync — and works with any broker via our smart CSV import parser. Filter below to find yours, or jump straight to CSV import if you prefer. Read our multi-broker tracking guide to see why investors consolidate their accounts.
Your broker already works. Even if it's not in our featured list above, our smart CSV import parser auto-detects most broker formats. Upload a CSV export from any broker and we'll handle the rest.
Jump to the featured brokers in your market. Each one links to its dedicated portfolio tracker page — or upload a CSV from any other broker in your country.
Featured Australia brokers include Commsec, Stake AUS. Any Australia broker also works via smart CSV import.
Filter grid to Australia brokersFeatured Canada brokers include Questrade, Wealthsimple, Webull Canada. Any Canada broker also works via smart CSV import.
Filter grid to Canada brokersFeatured Europe brokers include BUX, DEGIRO, Bitpanda, and more. Any Europe broker also works via smart CSV import.
Featured India brokers include Upstox, Zerodha, Unocoin. Any India broker also works via smart CSV import.
Filter grid to India brokersFeatured United Kingdom brokers include AJ Bell, TD Direct Investing, Trading 212, and more. Any United Kingdom broker also works via smart CSV import.
Trading 212
Freetrade
Revolut
TradeStation Global
Featured United States brokers include Alpaca, Chase, Coinbase, and more. Any United States broker also works via smart CSV import.
Find featured brokers that support the asset classes you care about — from stocks and ETFs to options, bonds, and futures. Most featured brokers cover multiple asset types.
Popular stock brokers include AJ Bell, Alpaca, BUX, and more.
Trading 212
Freetrade
Revolut
TradeStation Global
Popular etf brokers include AJ Bell, Alpaca, BUX, and more.
Trading 212
Freetrade
Revolut
TradeStation Global
Popular options brokers include Chase, Commsec, DEGIRO, and more.
TradeStation Global
Popular bond brokers include AJ Bell, Chase, DEGIRO, and more.
Popular futures brokers include DEGIRO, E*TRADE, Interactive Brokers, and more.
TradeStation Global
Popular mutual fund brokers include AJ Bell, Chase, DEGIRO, and more.
If you hold investments across more than one broker — a common situation for most serious investors — the only way to see your true performance, asset allocation, and tax position is to consolidate everything in one place. AllInvestView pulls holdings and transactions from all your brokers into a unified dashboard so you can finally answer questions like "What's my real IRR?" or "How much did I pay in fees last year?". Learn more about AllInvestView's features, the multi-broker tracking workflow, or how we handle capital gains and tax reporting.
Automatic sync is the fastest and most convenient option: connect your broker once via OAuth and your holdings update every night without you lifting a finger. It's part of the Premium plan and works with 30 of our supported brokers. CSV import is free and universal — any broker that lets you export a transaction history works, and our importer auto-detects most formats automatically. Many users combine both: auto-sync for their main broker, CSV for legacy or niche accounts. See the sync brokers page or start with a CSV import.
Yes. When you connect via auto-sync, AllInvestView only requests read-only access — we can see your holdings and transactions, but we cannot place trades, move money, or change any settings. Connections use OAuth through our partner SnapTrade, and credentials are never stored on AllInvestView servers. You can revoke access at any time from your broker's settings or from the Sync Brokers page. For full details see our privacy policy and terms of service.
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