Can I track my Hargreaves Lansdown portfolio with AllInvestView?

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

Can I generate tax reports for my Hargreaves Lansdown investments?

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

Hargreaves Lansdown Portfolio Tracker

Get Professional Analytics for Your Hargreaves Lansdown Portfolio

Hargreaves Lansdown (HL) is the UK's largest retail investment platform, managing over 140 billion GBP in assets. Founded in Bristol in 1981, HL offers ISAs, SIPPs, general investment accounts, and fund & share accounts with access to thousands of funds, shares, investment trusts, and ETFs. Known for its award-winning research, Wealth Shortlist fund recommendations, and excellent customer service. It's the default choice for UK investors who value quality research and reliability.

GB Est. 1981 FCA FSCS

UK's largest investment platform with over GBP 140 billion in assets under administration

Award-winning Wealth Shortlist of recommended funds

Full range of tax-efficient wrappers: ISA, SIPP, LISA, Junior ISA

Extensive research and editorial content

Active Community forum and expert commentary

Get Started Free Live Demo

No credit card required Free forever 30-second signup

What Hargreaves Lansdown Users Get with AllInvestView

Higher trading fees compared to newer commission-free platforms

AllInvestView helps you track whether HL's research and service justify the fees by showing true performance net of costs.

Limited portfolio analytics and performance attribution

AllInvestView provides detailed performance charts, sector breakdowns, and income tracking that HL's platform lacks.

Difficult to see consolidated view across ISA, SIPP, and general accounts

AllInvestView combines all your HL accounts into one dashboard with optional individual account views.

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.

Hargreaves Lansdown vs AllInvestView — Feature Comparison

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

Feature	Hargreaves Lansdown Built-in	+ AllInvestView
Performance Analytics	Basic portfolio valuation and gain/loss	True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Research Tools	Wealth Shortlist fund recommendations and editorial content	Data-driven sector breakdowns, allocation analysis, and AI-powered insights
Tax Reporting	Basic CGT summary for UK investors	Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Multi-Account Consolidation	Limited — ISA, SIPP shown separately	Combined or individual views across all accounts and brokers
Multi-Broker View	Not available — HL accounts only	Consolidate all brokers in one unified dashboard
Dividend Tracking	Basic income history in statements	Calendar view, income projections, yield-on-cost, ex-date alerts
Risk Analytics	Not available	Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios

See Your Entire Portfolio at a Glance

Get the complete picture of your Hargreaves Lansdown 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 Hargreaves Lansdown 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 Hargreaves Lansdown 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 Hargreaves Lansdown 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

ISA & SIPP Tracking for UK Investors

Track your Hargreaves Lansdown ISA, SIPP, and General Investment Account separately. Capital gains tax reports aligned with HMRC requirements.

GBP base currency with automatic FX conversion

UK capital gains tax allowance tracking

Dividend tax reporting for UK residents

ISA and SIPP performance analytics

Hargreaves Lansdown

CSV Import

Start Free Trial Track Hargreaves Lansdown in 2 minutes

200k+

Stocks, ETFs, bonds & crypto supported

50+

Currencies for global investors

80+

Exchanges worldwide

About Hargreaves Lansdown

GB • Est. 1981 • Regulated by FCA, FSCS

Asset Types StocksETFsMutual FundsBondsInvestment Trusts

Account Types ISASIPPLISAJunior ISAFund & Share Account

Currencies GBPUSDEUR

Fees Shares: GBP 11.95/trade (GBP 5.95 for 10+ trades/month). Funds: 0.45% platform fee (capped at GBP 45/year for shares). No exit fees.

Best For UK long-term investors • ISA and SIPP holders • Fund investors • Investors valuing research and service

How to Import Your Hargreaves Lansdown Portfolio

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

Export from Hargreaves Lansdown

1. Log in to your HL account at hl.co.uk. 2. Navigate to "My Accounts" and select your account (ISA, SIPP, etc.). 3. Click on "Transaction History" or "Activity." 4. Set your date range and filter options. 5. Click "Download" or "Export" to get a CSV file. 6. Upload the CSV to AllInvestView.

Upload to AllInvestView

Use our smart CSV importer that automatically maps Hargreaves Lansdown'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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Hargreaves Lansdown Portfolio Tracking FAQ

How do I import my Hargreaves Lansdown transactions into AllInvestView?

Export your transaction history as CSV from HL (My Accounts > Transaction History > Download) and upload it to AllInvestView. Our importer recognizes HL's format.

Can AllInvestView track my HL ISA and SIPP together?

Yes! Import both your ISA and SIPP transactions, and AllInvestView will show individual account performance plus a combined total portfolio view.

How do I get my Hargreaves Lansdown data into AllInvestView?

Does AllInvestView sync with Hargreaves Lansdown automatically?

Currently, Hargreaves Lansdown 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 Hargreaves Lansdown and other brokers together?

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

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