Empower portfolio tracker

Your Empower dashboard taken further: tax lots per holding, the return between dates and a report you can file from.

Connect Empower 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. 2009 SEC FINRA SIPC

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 Empower does well

What people like about Empower, and why they stay.

Free financial dashboard with account aggregation and net worth tracking.

Retirement Planner with Monte Carlo simulation and spending analysis.

Investment Checkup tool for fee and allocation analysis.

Wealth management for accounts over USD 100K.

Cash management account with listed APY.

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 Empower account shows net worth and allocation, but not transaction-level tax lots and holding returns.

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

Empower provides trading tools for Stocks and CDs across Individual and Trust in USD. They do not rebuild the whole portfolio on an earlier date.

Choose a past date. The dashboard rebuilds the holdings, weights, balances and return from that day.

Empower's Individual and Trust can hold Stocks and CDs. The account view does not place future distributions on a calendar.

Import the dividend history. The calendar places upcoming payments on their pay dates.

What you get

What AllInvestView does with your Empower 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

Empower users often bring together retirement investments that are spread across several funds.

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

Income in an Empower portfolio often arrives through fund distributions rather than single stocks.

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 shown in Empower can overlap even when their names and allocation labels differ.

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 Empower gives you, and what is added here

Area	Empower	With AllInvestView
Performance Analytics	The broker tools include Portfolio return tracking with basic charts.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The statement supplies transactions for a separate tax calculation.	The tax report supports FIFO, LIFO, HIFO and average cost.
Retirement Planning	The broker tools include retirement planner with Monte Carlo.	Retirement accounts can be measured with the other investments.
Dividend Tracking	The broker tools include basic income display in dashboard.	The dividend view shows the calendar, income and yield on cost.
Multi-Broker View	The broker tools include Account aggregation with balances and allocation.	Accounts from several brokers can be viewed together.
Fee Analysis	The broker tools include Investment Checkup for hidden fund fees.	Dated returns include imported costs.
Bond Analytics	The broker tools include basic bond holdings display.	The bond report shows yield, duration, convexity and accrued interest.
AI Analysis	The account tools focus on brokerage activity.	The assistant can read and explain the portfolio.

Where you file

For investors filing in the United States

Your Empower 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 Empower history in

Export from Empower

In AllInvestView, open Sync Brokers and choose Empower. 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 Empower

US • Est. 2009 • Regulated by SEC, FINRA, SIPC

Asset types StocksETFsBondsMutual FundsCDs

Account types IndividualJointIRARoth IRA401(k)SEP IRATrust

Currencies USD

Fees Commission free Free financial planning tools. Wealth management from 0.49-0.89% AUM (min USD 100K). No trading commissions for managed accounts.

Suits Retirement planners using Empower • High-net-worth investors using Empower • Fee-conscious investors using Empower • 401(k) holders seeking consolidation using Empower

More than one account

Empower 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

Empower and AllInvestView, answered

Can I automatically sync my Empower accounts with AllInvestView?

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

How does AllInvestView compare to Empower's free financial tools?

The broker continues to hold or manage the assets. The dashboard adds dated return, allocation, tax lots and a view across other accounts.

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

The connection to Empower 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?

Empower 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 Empower 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 Empower 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