Can I track my Empower portfolio with AllInvestView?

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

Can I generate tax reports for my Empower investments?

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

Empower Portfolio Tracker

Supercharge Your Empower Portfolio with Deeper Analytics

Empower (formerly Personal Capital) combines free financial planning tools with professional wealth management. Popular for retirement planning, 401(k) management, and investment analysis.

US Est. 2009 SEC FINRA SIPC

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

Professional wealth management for accounts over USD 100K

Cash management account with competitive APY

Get Started Free Live Demo

No credit card required Free forever 30-second signup

What Empower Users Get with AllInvestView

Free tools focus on planning but lack detailed per-position performance analytics

AllInvestView provides position-level performance tracking, IRR/XIRR returns, and detailed capital gains analysis.

Portfolio tracking is designed for aggregation, not detailed trade-by-trade analysis

AllInvestView tracks every trade with full tax-lot accounting, FIFO/LIFO methods, and wash sale detection.

Dividend tracking and income projections are limited in the free tools

AllInvestView provides comprehensive dividend calendars, yield-on-cost metrics, and forward income projections.

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.

Empower vs AllInvestView — Feature Comparison

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

Feature	Empower Built-in	+ AllInvestView
Performance Analytics	Portfolio return tracking with basic charts	True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Tax Reporting	Not available in free tools	Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Retirement Planning	Excellent retirement planner with Monte Carlo	Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios
Dividend Tracking	Basic income display in dashboard	Calendar view, income projections, yield-on-cost, ex-date alerts
Multi-Broker View	Account aggregation with balances and allocation	Consolidate all brokers with position-level detail and trade history
Fee Analysis	Investment Checkup for hidden fund fees	Full cost analysis with performance impact metrics
Bond Analytics	Basic bond holdings display	YTM, duration, convexity, accrued interest calculator
AI Analysis	Not available	AI-powered portfolio assistant for analysis

See Your Entire Portfolio at a Glance

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

Compatible with Empower 1099-B data

Automatic wash sale rule detection

IRA and Roth IRA contribution tracking

Short-term vs long-term capital gains split

Empower

Auto-Sync Available

Start Free Trial Track Empower in 2 minutes

200k+

Stocks, ETFs, bonds & crypto supported

50+

Currencies for global investors

80+

Exchanges worldwide

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.

Best For Retirement planners • High-net-worth investors • Fee-conscious investors • 401(k) holders seeking consolidation

How to Import Your Empower Portfolio

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

Export from Empower

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

Upload to AllInvestView

Use our smart CSV importer that automatically maps Empower'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 Empower

Investors using Empower also track these brokers with AllInvestView:

Schwab

Fidelity

Vanguard US

Merrill Edge

Schwab

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

Empower Portfolio Tracking FAQ

Can I automatically sync my Empower accounts with AllInvestView?

Yes! AllInvestView supports automatic syncing with Empower via SnapTrade. Your investment and retirement accounts sync seamlessly.

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

While Empower excels at financial planning and net worth tracking, AllInvestView provides deeper investment analytics including IRR/XIRR returns, tax reporting, dividend tracking, and risk analysis at the individual position level.

How do I get my Empower data into AllInvestView?

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

Does AllInvestView sync with Empower automatically?

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

Can I track Empower and other brokers together?

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

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