eToro portfolio tracker

Your eToro positions with the return after fees, the dividends and a tax report for your country.

Connect eToro 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.

IL Est. 2007 FCA CySEC ASIC FINRA FinCEN

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 eToro does well

What people like about eToro, and why they stay.

CopyTrader to automatically replicate top investors' portfolios.

Social trading with community insights and investor profiles.

Smart Portfolios for thematic, diversified investing.

Multi-asset platform: stocks, crypto, CFDs, commodities in one place.

Over 30 million users across 100+ countries.

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 eToro account reports positions and copied trades, not your own return after fees and currency moves.

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

eToro statements cover Stocks, ETFs, Crypto, CFDs, Commodities, Forex and Indices in USD and AUD for Individual and Islamic. They do not compare tax lots under several cost-basis methods.

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

eToro keeps Individual and Islamic among its 3 account types with Stocks and Indices among 7 asset types in USD and AUD. 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 eToro 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

An eToro history can mix copied positions with direct stock and crypto trades.

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.

See how each sale changes your tax

Copied eToro trades may create many small openings and closings across the year.

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

eToro customers invest across markets but report gains 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 eToro gives you, and what is added here

Area	eToro	With AllInvestView
Performance Analytics	The broker tools include basic P&L per position and portfolio total.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The broker tools include Account statement export.	The tax report supports FIFO, LIFO, HIFO and average cost.
Dividend Tracking	The broker tools include basic dividend history in statement.	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 Risk score for CopyTrader investors.	The risk view shows ratios, value at risk and simulations.
Social Trading	The broker tools include CopyTrader, Smart Portfolios, community feed.	Copied positions remain separate in the portfolio history.
Multi-Currency Reporting	The broker tools include USD-denominated accounts with conversion fees.	The return separates market movement from currency movement.
AI Analysis	The account tools focus on brokerage activity.	The assistant can read and explain the portfolio.

Where you file

For investors filing in Europe

Three or four currencies in one portfolio is the normal case here.

Every position keeps its own currency and converts to the base you pick

Capital gains rules for Germany, Spain, France, Italy, Ireland, Switzerland, Sweden, Denmark and Finland

Withholding tax on foreign dividends tracked per country

The Spanish Modelo 720 declaration built from your holdings

Getting started

Getting your eToro history in

Export from eToro

Open Portfolio > History > Account Statement in eToro. Choose the date range, download the Excel or CSV statement, then upload its transaction sheet 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 eToro

IL • Est. 2007 • Regulated by FCA, CySEC, ASIC, FINRA, FinCEN

Asset types StocksETFsCryptoCFDsCommoditiesForexIndices

Account types IndividualCorporateIslamic

Currencies USDGBPEURAUD

Fees Commission free Commission-free stock and ETF trading. Crypto spread from 1%. CFD spreads vary. USD 5 withdrawal fee. Conversion fee on non-USD deposits.

Suits Social and copy traders using eToro • Multi-asset investors using eToro • Crypto and stock investors using eToro • Beginner investors using eToro

More than one account

eToro 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

eToro and AllInvestView, answered

Can I automatically sync my eToro 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 track eToro CopyTrader positions?

Import the holdings and transaction history. The dashboard keeps each position separate and includes it in return, allocation and tax reports.

Can AllInvestView handle eToro crypto and stock holdings together?

Imported assets remain separate holdings in one portfolio. The dashboard reports allocation and return for each position.

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

The connection to eToro 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?

eToro 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 eToro 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 eToro 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