Chase portfolio tracker

Your J.P. Morgan investing account next to your other brokers, with one return, one tax report and the dividends ahead.

Connect Chase read only, or upload your 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.

US Est. 2021 SEC FINRA SIPC OCC

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 Chase does well

What people like about Chase, and why they stay.

Commission-free stock and ETF trades integrated with Chase banking.

J.P. Morgan research and investment insights.

Direct transfers between Chase checking and investment accounts.

J.P. Morgan Wealth Plan for guided portfolio management.

Portfolio Builder tool for beginners.

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 Chase account shows investments beside banking, not a full return across every broker.

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

Chase statements cover Stocks, ETFs, Options, Mutual Funds and Bonds in USD for Individual and Custodial. They do not compare tax lots under several cost-basis methods.

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

Chase keeps Individual and Custodial among its 5 account types with Stocks and Bonds among 5 asset types in USD. Holdings at another broker are outside that total.

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

What you get

What AllInvestView does with your Chase 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

See your return between two dates

Chase customers often keep a simple investment portfolio beside their everyday banking.

Set a start and end date. The screen shows capital gain, IRR and dividend yield for that period.

See period performance

Portfolio return calculated between two selected dates — The return, capital gain and dividend yield for one selected period.

Trace dividend income from payment to forecast

A Chase portfolio of funds and shares can produce dividends on different schedules.

The report totals gross, withheld and net dividend income. It also shows payment history by company and a 12-month forecast.

Open the dividend report

Dividend report with payment history and a forward income forecast — Dividend income, payment history by company and the 12-month forecast.

See what sits inside your funds

Funds held through Chase may repeat companies that the investor also owns directly.

Portfolio X-Ray opens each fund and combines repeated underlying holdings. It shows overlap and concentration across the portfolio.

Open Portfolio X-Ray

ETF look-through with underlying holdings, overlap and concentration — Fund holdings opened up to show overlap and concentration.

What Chase gives you, and what is added here

Area	Chase	With AllInvestView
Performance Analytics	The broker tools include basic account balance and simple returns.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The broker tools include 1099 tax documents.	The tax report supports FIFO, LIFO, HIFO and average cost.
Dividend Tracking	The broker tools include basic dividend activity in statements.	The dividend view shows the calendar, income and yield on cost.
Multi-Broker View	The account view covers holdings kept with this broker.	Accounts from several brokers can be viewed together.
Risk Analytics	The broker tools include basic risk questionnaire for planning.	The risk view shows ratios, value at risk and simulations.
Research Tools	The broker tools include J.P. Morgan research reports and ratings.	The analysis shows sectors, allocation and correlation.
Correlation Analysis	The account report does not calculate a holding correlation matrix.	The analysis includes a holding correlation matrix.

Where you file

For investors filing in the United States

Your Chase history turns into a capital gains report you can take to Schedule D.

Short term and long term split, so the two rates land where they belong

Wash sales flagged inside the 30 day window, across every account you hold here

FIFO, LIFO, HIFO and average cost, compared side by side before you sell

The 3,000 USD annual loss deduction applied the way the rules apply it

Getting started

Getting your Chase history in

Export from Chase

In AllInvestView, open Sync Brokers and choose Chase. Complete the read-only connection.

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 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.

Suits Chase customers who also invest • Beginner investors using Chase • All-in-one banking and investing seekers using Chase • Retirement savers using Chase

More than one account

Chase 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

Chase and AllInvestView, answered

Can I automatically sync my Chase investment account with AllInvestView?

The read-only connection is direct, not an aggregator. It imports positions and trades but cannot place orders or move money.

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

If the positions and trades appear in the connected account or its export, they can be included in the portfolio history.

Is the Chase connection read only, and is it an aggregator?

The connection to Chase is read only. It can see positions and transactions, and it can never place an order or move money. It is a direct broker connection, not a service that logs in with your password on your behalf. Broker sync is part of the paid plans. On the free plan you import a file instead.

Does it show my options with Greeks?

Yes. Every open contract is listed with delta, gamma, theta, vega and rho, next to the price of its underlying, with the premium collected and the days left to expiry.

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 Chase 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 Chase portfolio has really done

Connect the account read only or upload the file. The return, the dividends and the tax figures are waiting on the other side.

Create a free account