Flatex logo Flatex Portfolio Tracker

Professional Analytics for Your Flatex Portfolio

Flatex (part of flatexDEGIRO AG) is one of the largest online brokers in Germany and Austria, serving over 2 million customers. Known for flat-fee trading and a wide range of products including stocks, ETFs, bonds, funds, options, and futures. Flatex offers free ETF savings plans and access to all major German exchanges. It's the broker of choice for German-speaking investors who want a full-service platform with transparent pricing.

DE Est. 2006 BaFin Deutsche Bundesbank
Flat-fee trading at EUR 5.90 per order on German exchanges
Over 4,000 free ETF and fund savings plans
Access to all German exchanges plus international markets
Part of flatexDEGIRO AG, one of Europe's largest online broker groups
No credit card required Free forever 30-second signup

What Flatex Users Get with AllInvestView

Limited portfolio analytics beyond basic gain/loss display

AllInvestView provides advanced performance metrics including IRR, benchmark comparison, and sector allocation that Flatex does not offer.

No consolidated multi-broker view for investors using multiple platforms

Import your Flatex trades into AllInvestView and combine them with holdings from other brokers in one unified dashboard.

Tax reporting tools are basic and focused only on German tax rules

AllInvestView offers capital gains reports with FIFO/LIFO methods and supports 14+ country tax frameworks, including Germany and Austria.

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.

Flatex vs AllInvestView — Feature Comparison

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

Feature Flatex Built-in + AllInvestView
Performance Analytics Basic portfolio value and gain/loss overview True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Tax Reporting Annual German tax statement (Jahressteuerbescheinigung) Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Dividend Tracking Dividends shown in transaction history Calendar view, income projections, yield-on-cost, ex-date alerts
Multi-Broker View Not available — Flatex accounts only Consolidate all brokers in one unified dashboard
Risk Analytics Not available Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios
Multi-Currency Reporting EUR-only display for most positions Automatic conversion to base currency with FX impact analysis
Savings Plan Tracking Shows individual purchases in transaction list Aggregated cost basis, DCA performance visualization, and savings plan analytics
Portfolio Dashboard Portfolio Dashboard

See Your Entire Portfolio at a Glance

Get the complete picture of your Flatex 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
Portfolio Analytics Portfolio Analytics

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
Dividend Tracking Dividend Tracking

Master Your Dividend Income

Track every dividend from your Flatex 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 Flatex 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 Flatex 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

Tools for European Investors

AllInvestView is built for multi-currency portfolios. Track your Flatex investments in EUR, CHF, SEK, or any of 50+ currencies.

Multi-currency support with live FX rates
Capital gains tax reports for Germany, Spain, France, Italy, Netherlands
Withholding tax tracking on foreign dividends
Spain Modelo 720 foreign asset declaration
200k+
Stocks, ETFs, bonds & crypto supported
50+
Currencies for global investors
80+
Exchanges worldwide
Flatex

About Flatex

DE • Est. 2006 • Regulated by BaFin, Deutsche Bundesbank
Asset Types StocksETFsBondsMutual FundsOptionsFuturesWarrantsCertificates
Account Types IndividualJointSavings Plan
Currencies EUR
Fees Flat fee of EUR 5.90 per trade on all German exchanges. Free ETF savings plans on selected ETFs. No custody fees.
Best For German-speaking investors • ETF savings plan investors • Cost-conscious traders in DACH region

How to Import Your Flatex Portfolio

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

1

Export from Flatex

1. Log in to your Flatex account at flatex.de or flatex.at. 2. Navigate to "Konto & Depot" (Account & Portfolio). 3. Click on "Umsaetze" (Transactions) or "Depot" > "Transaktionen." 4. Set your date range filter. 5. Click "Export" or "CSV Download" to save your transaction history. 6. Upload the CSV file to AllInvestView.

2

Upload to AllInvestView

Use our smart CSV importer that automatically maps Flatex's format. No manual column matching needed.

3

Track Everything

Instantly see your full portfolio with real-time prices, dividends, and performance metrics.

Flatex Portfolio Tracking FAQ

How do I import my Flatex transactions into AllInvestView?
Export your transaction history as CSV from Flatex (Konto & Depot > Umsaetze > CSV Download) and upload it to AllInvestView. Our importer recognizes Flatex's format automatically.
Does AllInvestView support Flatex savings plan transactions?
Yes! AllInvestView handles recurring savings plan purchases just like regular trades. Import them and see your full cost basis and performance over time.
How do I get my Flatex data into AllInvestView?
1. Log in to your Flatex account at flatex.de or flatex.at. 2. Navigate to "Konto & Depot" (Account & Portfolio). 3. Click on "Umsaetze" (Transactions) or "Depot" > "Transaktionen." 4. Set your date range filter. 5. Click "Export" or "CSV Download" to save your transaction history. 6. Upload the CSV file to AllInvestView.
Does AllInvestView sync with Flatex automatically?
Currently, Flatex 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 Flatex and other brokers together?
Absolutely! AllInvestView is built for multi-broker portfolios. Import from Flatex, 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 Flatex?
Yes! AllInvestView supports all asset types available at Flatex—stocks, ETFs, bonds, mutual funds, options, and even crypto. Each asset type has specialized tracking features.

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