Can I track my Firstrade portfolio with AllInvestView?

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

Can I generate tax reports for my Firstrade investments?

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

Firstrade Portfolio Tracker

Full Portfolio Analytics for Your Firstrade Account

Firstrade is a US-based online broker offering commission-free trading on stocks, ETFs, options, and mutual funds. Founded in 1985, it's particularly popular among Chinese-American and international investors due to its multilingual support (English, Chinese, Mandarin). Firstrade offers no-minimum accounts, free options trading (no per-contract fees), and supports IRAs and custodial accounts. A solid choice for cost-conscious US investors and international clients who want US market access.

US Est. 1985 SEC FINRA SIPC

Commission-free stocks, ETFs, and options with no per-contract fees

Over 11,000 no-transaction-fee mutual funds

Multilingual support in English, Chinese, and Mandarin

No account minimums for any account type

Extended hours trading available

Get Started Free Live Demo

No credit card required Free forever 30-second signup

What Firstrade Users Get with AllInvestView

Portfolio analytics and performance tracking tools are minimal

AllInvestView provides comprehensive performance analytics with IRR, benchmark comparison, sector allocation, and detailed gain/loss breakdowns.

Research and educational tools are basic compared to larger brokerages

AllInvestView adds data-driven portfolio insights, AI-powered analysis, and risk metrics that complement Firstrade's low-cost trading.

No way to see Firstrade holdings alongside investments at other platforms

Import your Firstrade trades into AllInvestView and combine with any other broker for a complete portfolio view.

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.

Firstrade vs AllInvestView — Feature Comparison

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

Feature	Firstrade Built-in	+ AllInvestView
Performance Analytics	Basic account value and position-level gain/loss	True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Tax Reporting	1099 tax forms at year-end	Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Dividend Tracking	Dividend history in account statements	Calendar view, income projections, yield-on-cost, ex-date alerts
Multi-Broker View	Not available — Firstrade only	Consolidate all brokers in one unified dashboard
Risk Analytics	Not available	Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios
Options Analytics	Basic options chains and order entry	Options P&L tracking with Greeks, payoff diagrams, and expiration calendar

See Your Entire Portfolio at a Glance

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

Compatible with Firstrade 1099-B data

Automatic wash sale rule detection

IRA and Roth IRA contribution tracking

Short-term vs long-term capital gains split

Firstrade

CSV Import

Start Free Trial Track Firstrade in 2 minutes

200k+

Stocks, ETFs, bonds & crypto supported

50+

Currencies for global investors

80+

Exchanges worldwide

About Firstrade

US • Est. 1985 • Regulated by SEC, FINRA, SIPC

Asset Types StocksETFsOptionsMutual FundsBonds

Account Types IndividualJointIRARoth IRARollover IRACustodial

Currencies USD

Fees Commission Free Commission-free stocks, ETFs, options (no per-contract fees), and 11,000+ mutual funds. No account minimums.

Best For Cost-conscious US investors • Chinese-American and international investors • Options traders seeking zero per-contract fees • Mutual fund investors

How to Import Your Firstrade Portfolio

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

Export from Firstrade

1. Log in to your Firstrade account at firstrade.com. 2. Navigate to "Accounts" > "History." 3. Select your date range and transaction type. 4. Click "Export" or "Download" to save as CSV. 5. Upload the CSV file to AllInvestView.

Upload to AllInvestView

Use our smart CSV importer that automatically maps Firstrade'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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Track All Your Brokers Together

Got investments at multiple brokers? AllInvestView consolidates everything into one view:

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E*TRADE

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Firstrade Portfolio Tracking FAQ

Can I import my Firstrade transactions into AllInvestView?

Yes! Export your transaction history as CSV from Firstrade (Accounts > History > Export) and upload it to AllInvestView for full portfolio analytics.

Does AllInvestView support Firstrade options positions?

Yes. AllInvestView tracks options with strike prices, expiry dates, and P&L calculations. Import your Firstrade options trades for comprehensive tracking.

How do I get my Firstrade data into AllInvestView?

Does AllInvestView sync with Firstrade automatically?

Currently, Firstrade data is imported via CSV export. We're constantly adding new broker integrations. Once you import your data, prices update automatically in real-time.

Can I track Firstrade and other brokers together?

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

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