Supercharge Your E*TRADE Portfolio with Smart Analytics
E*TRADE (now part of Morgan Stanley) is a pioneer in online trading, offering stocks, options, and managed portfolios with excellent research tools. Supports 401(k) rollovers, IRAs, Roth IRAs, and HSAs.
When Does an External Tracker Add Value?
Post-merger integration with Morgan Stanley can make navigation confusing
AllInvestView gives you a clean, unified view of all your E*TRADE holdings with intuitive dashboards.
Tax reporting spread across multiple documents and statements
AllInvestView consolidates all your E*TRADE trades into clear capital gains and dividend income reports.
Difficult to see combined performance across brokerage and retirement accounts
Track your E*TRADE brokerage, IRA, and Roth IRA accounts together in one AllInvestView portfolio.
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.
E*TRADE vs AllInvestView — Feature Comparison
See what E*TRADE's built-in tools offer versus what AllInvestView adds to your investment workflow.
| Feature | E*TRADE Built-in | + AllInvestView |
|---|---|---|
| Performance Analytics | Basic performance summary in Power E*TRADE | True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison |
| Tax Reporting | 1099-B and Gain/Loss reports | Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support |
| Options Analytics | Options chains and strategy builder in Power E*TRADE | Full Greeks (Delta, Gamma, Theta, Vega, Rho), payoff diagrams, P&L tracking |
| Multi-Broker View | Not available — E*TRADE accounts only | Consolidate all brokers in one unified dashboard |
| Risk Analytics | Not available | Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios |
| Dividend Tracking | Basic dividend history in statements | Calendar view, income projections, yield-on-cost, ex-date alerts |
| Correlation Analysis | Not available | Full correlation matrix with diversification heatmap |
See Your Entire Portfolio at a Glance
Get the complete picture of your E*TRADE 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 E*TRADE 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
Tax Reports in One Click
Generate capital gains reports for your E*TRADE 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
Every Holding, One Clean Table
See all your E*TRADE 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
Tax Reporting for US Investors
Generate Schedule D-ready capital gains reports from your E*TRADE portfolio. AllInvestView supports FIFO, LIFO, specific identification, and average cost methods.
E*TRADE
Auto-Sync AvailableAbout E*TRADE
How to Import Your E*TRADE Portfolio
Getting your E*TRADE data into AllInvestView takes less than 2 minutes. Here's how:
Export from E*TRADE
In E*TRADE, go to Accounts > Documents > Tax Documents or use the Gain/Loss feature to export transactions.
Upload to AllInvestView
Use our smart CSV importer that automatically maps E*TRADE's format. No manual column matching needed.
Track Everything
Instantly see your full portfolio with real-time prices, dividends, and performance metrics.
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E*TRADE Portfolio Tracking FAQ
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