Freetrade Portfolio Tracker
Unlock Full Analytics for Your Freetrade Portfolio
Freetrade is a UK-based commission-free investing app designed for beginners and long-term investors. Offers ISA and SIPP accounts with a clean mobile interface.
When Does an External Tracker Add Value?
Limited portfolio analytics — no performance charts or return breakdowns
AllInvestView provides detailed performance tracking, time-weighted returns, and sector breakdowns for your Freetrade portfolio.
No capital gains tax reporting or dividend income tracking
Import your Freetrade trades to AllInvestView for automated UK CGT calculations and dividend calendar tracking.
Cannot consolidate Freetrade holdings with other brokers
AllInvestView lets you combine your Freetrade ISA and SIPP 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.
Freetrade vs AllInvestView — Feature Comparison
See what Freetrade's built-in tools offer versus what AllInvestView adds to your investment workflow.
| Feature | Freetrade Built-in | + AllInvestView |
|---|---|---|
| Performance Analytics | Basic portfolio value display only | True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison |
| Tax Reporting | Not available | Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support |
| Dividend Tracking | Not available | Calendar view, income projections, yield-on-cost, ex-date alerts |
| Multi-Broker View | Not available | Consolidate all brokers in one unified dashboard |
| Risk Analytics | Not available | Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios |
| Bond Analytics | Not available — no bond trading | 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 Freetrade 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 Freetrade 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 Freetrade 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 Freetrade 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
ISA & SIPP Tracking for UK Investors
Track your Freetrade ISA, SIPP, and General Investment Account separately. Capital gains tax reports aligned with HMRC requirements.
About Freetrade
How to Import Your Freetrade Portfolio
Getting your Freetrade data into AllInvestView takes less than 2 minutes. Here's how:
Export from Freetrade
In Freetrade, go to Profile > Settings > Export Data to download your transaction history. Upload the CSV to AllInvestView.
Upload to AllInvestView
Use our smart CSV importer that automatically maps Freetrade'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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Interactive Brokers
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Freetrade
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Binance
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Freetrade Portfolio Tracking FAQ
Compare Portfolio Trackers
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