Capital.com portfolio tracker

Your Capital.com results next to the investments you own, with one return and one tax figure.

Upload your Capital.com 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.

GB Est. 2016 FCA CySEC ASIC NBRB Belarus FSA Seychelles

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 Capital.com does well

What people like about Capital.com, and why they stay.

Trading insights and behavioral analytics.

Access to 6,000+ markets with listed spreads.

Educational content and trading guides.

TradingView integration for charting.

Negative balance protection on all accounts.

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.

The Capital.com account reports trading activity, not the tax figure or return across other accounts.

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

Capital.com keeps Individual and Invest (select markets) among its 3 account types with CFDs on Stocks and ETFs among 6 asset types in USD and PLN. Holdings at another broker are outside that total.

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

Capital.com statements cover CFDs on Stocks, Forex, Commodities, Indices, Crypto and ETFs in USD and PLN for Individual and Invest (select markets). They do not compare tax lots under several cost-basis methods.

The tax report calculates gains with FIFO, LIFO, HIFO or average cost.

What you get

What AllInvestView does with your Capital.com 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

A Capital.com history is often a sequence of CFD trades rather than a set of long-held shares.

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.

See how each sale changes your tax

A Capital.com file can contain many closed positions whose results need one tax record.

Choose FIFO, LIFO, HIFO or average cost. The report shows realized gains, unrealized gains, dividends and estimated tax.

Open the tax report

Tax report with cost basis, gains, dividends and estimated tax — Tax lots, gains, dividends and estimated tax in one report.

Choose the tax rules for your country

Capital.com customers trade globally but report under the rules where they live.

The tax rules page lists country presets, rates and local rules. Pick the jurisdiction that applies to the portfolio.

See tax rules by country

Country tax presets with rates and local capital gains rules — Country presets with their rates and local tax rules.

What Capital.com gives you, and what is added here

Area	Capital.com	With AllInvestView
Performance Analytics	The broker tools include real-time P&L with AI sentiment analysis.	The dashboard calculates XIRR and return between chosen dates.
AI Insights	The broker tools include Proprietary AI for trading signals and behavioral analysis.	The dashboard shows allocation, return and risk.
Tax Reporting	The broker tools include basic account statement for trades.	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	CFD positions receive cash adjustments rather than dividends.	The dividend view shows the calendar, income and yield on cost.
Risk Analytics	The broker tools include Negative balance protection and margin alerts.	The risk view shows ratios, value at risk and simulations.

Where you file

For investors filing in the United Kingdom

ISA, SIPP and a general account are separate portfolios, and the tax report follows the UK rules.

Sterling as your base currency, with everything foreign converted at the rate of the day

Bed and breakfast handled on the 30 day rule

The annual exemption applied before the rate

Dividend income separated from gains, with the withholding already taken off

Getting started

Getting your Capital.com history in

Export from Capital.com

Open Reports > Transaction History in Capital.com. Choose the date range, export the CSV, then upload it 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 Capital.com

GB • Est. 2016 • Regulated by FCA, CySEC, ASIC, NBRB Belarus, FSA Seychelles

Asset types CFDs on StocksForexCommoditiesIndicesCryptoETFs

Account types IndividualCFDInvest (select markets)

Currencies USDEURGBPAUDPLN

Fees Commission free Zero commission on CFDs; revenue comes from spreads. Tight spreads from 0.6 pips on major forex. No deposit or withdrawal fees.

Suits Traders seeking portfolio insights using Capital.com • CFD and forex traders using Capital.com • Beginners attracted to educational content using Capital.com

More than one account

Capital.com 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

Capital.com and AllInvestView, answered

Can I import my Capital.com trades into AllInvestView?

Export the transaction history as CSV and upload it. The review screen shows the mapped rows before anything is added.

Does AllInvestView work with Capital.com's Invest account?

Trades from the connected account enter the same portfolio history. The dashboard then calculates return and tax lots from that activity.

Is the Capital.com connection read only, and is it an aggregator?

There is no automatic connection for Capital.com 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?

Capital.com 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 Capital.com 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 Capital.com 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