Can I track my Chase portfolio with AllInvestView?

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

Can I generate tax reports for my Chase investments?

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

Chase Portfolio Tracker

Get Professional Analytics for Your Chase Investments

JPMorgan Chase offers self-directed investing through Chase, with commission-free online stock and ETF trades. Integrated with Chase banking for seamless money management.

US Est. 2021 SEC FINRA SIPC OCC

Commission-free stock and ETF trades integrated with Chase banking

J.P. Morgan research and investment insights

Seamless transfers between Chase checking and investment accounts

J.P. Morgan Wealth Plan for guided portfolio management

Portfolio Builder tool for beginners

Get Started Free Live Demo

No credit card required Free forever 30-second signup

What Chase Users Get with AllInvestView

Limited portfolio analytics compared to dedicated trading platforms

AllInvestView provides detailed performance charts, time-weighted returns, and portfolio attribution analysis for your Chase holdings.

No advanced tax reporting tools beyond standard 1099 forms

AllInvestView generates comprehensive capital gains reports with FIFO/LIFO methods and wash sale detection.

Cannot track investments held at other brokerages alongside Chase

AllInvestView combines your Chase portfolio with holdings at any other broker for a complete financial picture.

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.

Chase vs AllInvestView — Feature Comparison

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

Feature	Chase Built-in	+ AllInvestView
Performance Analytics	Basic account balance and simple returns	True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Tax Reporting	1099 tax documents	Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Dividend Tracking	Basic dividend activity in statements	Calendar view, income projections, yield-on-cost, ex-date alerts
Multi-Broker View	Not available — Chase accounts only	Consolidate all brokers in one unified dashboard
Risk Analytics	Basic risk questionnaire for planning	Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios
Research Tools	J.P. Morgan research reports and ratings	AI-powered portfolio assistant with personalized analysis
Correlation Analysis	Not available	Full correlation matrix with diversification heatmap

See Your Entire Portfolio at a Glance

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

Compatible with Chase 1099-B data

Automatic wash sale rule detection

IRA and Roth IRA contribution tracking

Short-term vs long-term capital gains split

Chase

Auto-Sync Available

Start Free Trial Track Chase in 2 minutes

200k+

Stocks, ETFs, bonds & crypto supported

50+

Currencies for global investors

80+

Exchanges worldwide

About Chase

US • Est. 2021 • Regulated by SEC, FINRA, SIPC, OCC

Asset Types StocksETFsOptionsMutual FundsBonds

Account Types IndividualJointIRARoth IRACustodial

Currencies USD

Fees Commission Free Commission-free online stock and ETF trades. Options at USD 0.65/contract. No account minimums. J.P. Morgan Wealth Plan from USD 0.

Best For Chase banking customers • Beginner investors • All-in-one banking and investing seekers • Retirement savers

How to Import Your Chase Portfolio

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

Export from Chase

Connect your Chase investment account automatically via SnapTrade for real-time portfolio syncing.

Upload to AllInvestView

Use our smart CSV importer that automatically maps Chase'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 Chase

Investors using Chase also track these brokers with AllInvestView:

Fidelity

Schwab

Vanguard US

Merrill Edge

Robinhood

SoFi

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

Chase Portfolio Tracking FAQ

Can I automatically sync my Chase investment account with AllInvestView?

Yes! AllInvestView supports automatic syncing with Chase via SnapTrade. Your investment account syncs seamlessly alongside your other brokers.

Does AllInvestView work with J.P. Morgan Wealth Management accounts?

Yes. AllInvestView can sync your Chase self-directed investing account and track all holdings with full performance analytics and dividend tracking.

How do I get my Chase data into AllInvestView?

Connect your Chase investment account automatically via SnapTrade for real-time portfolio syncing.

Does AllInvestView sync with Chase automatically?

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

Can I track Chase and other brokers together?

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

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