Hargreaves Lansdown portfolio tracker

Your HL ISA, SIPP and funds together, with the return worked out, every dividend and the UK tax figure done.

Upload your Hargreaves Lansdown transaction history. You get the return between any two dates, the dividends you were paid and the ones coming, and a capital gains report for your country.

GB Est. 1981 FCA FSCS

Create a free account Open the live demo

Free plan, no card One portfolio and 10 stock holdings free Bonds, options and custom assets do not count

A portfolio dashboard with the as of date control, balances, total return and IRR

The broker

What Hargreaves Lansdown does well

What people like about Hargreaves Lansdown, and why they stay.

UK investment platform with over GBP 140 billion in assets under administration.

Wealth Shortlist of recommended funds.

Tax-efficient wrappers: ISA, SIPP, LISA, Junior ISA.

Research and editorial content.

Active Community forum and market commentary.

The gap

What your broker leaves to you

Your broker is built for trading. The return, the tax figure and the view across accounts are what you get here.

Shares: GBP 11. The account report does not isolate how those charges changed the return.

Import fees with the trades. Dated returns include those costs.

The Hargreaves Lansdown account shows each UK account, not what ISA, SIPP and funds earned together.

Choose any start and end date. The dashboard recalculates capital gain, IRR and dividend yield for that period.

Hargreaves Lansdown keeps ISA and Fund & Share Account among its 5 account types with Stocks and Investment Trusts among 5 asset types in GBP and EUR. Holdings at another broker are outside that total.

Add the other accounts. The combined view totals them while keeping each account separate.

What you get

What AllInvestView does with your Hargreaves Lansdown data

200,000+

Stocks, funds, bonds and crypto priced daily

80+

Exchanges, so your local listing is the one you see

Countries with capital gains rules built in

Review every row before you import it

Hargreaves Lansdown customers often build long-term portfolios from funds, shares and investment trusts.

Upload the transaction file and review the mapped columns and rows. Nothing is added until you confirm the import.

Review a file import

Import review with mapped columns and validated transaction rows — Mapped columns and validated rows ready for review.

Trace dividend income from payment to forecast

Hargreaves Lansdown funds and investment trusts can pay income throughout the year.

The report totals gross, withheld and net dividend income. It also shows payment history by company and a 12-month forecast.

Open the dividend report

Dividend report with payment history and a forward income forecast — Dividend income, payment history by company and the 12-month forecast.

See what sits inside your funds

Several Hargreaves Lansdown funds may own the same companies beneath different names.

Portfolio X-Ray opens each fund and combines repeated underlying holdings. It shows overlap and concentration across the portfolio.

Open Portfolio X-Ray

ETF look-through with underlying holdings, overlap and concentration — Fund holdings opened up to show overlap and concentration.

What Hargreaves Lansdown gives you, and what is added here

Area	Hargreaves Lansdown	With AllInvestView
Performance Analytics	The broker tools include basic portfolio valuation and gain/loss.	The dashboard calculates XIRR and return between chosen dates.
Research Tools	The broker tools include Wealth Shortlist fund recommendations and editorial content.	The analysis shows sectors, allocation and correlation.
Tax Reporting	The broker tools include basic CGT summary for UK investors.	The tax report supports FIFO, LIFO, HIFO and average cost.
Multi-Account Consolidation	The account view keeps its account wrappers separate.	Accounts can be viewed together or kept separate.
Multi-Broker View	The account view covers holdings kept with this broker.	Accounts from several brokers can be viewed together.
Dividend Tracking	The broker tools include basic income history in statements.	The dividend view shows the calendar, income and yield on cost.
Risk Analytics	The account report focuses on positions and account activity.	The risk view shows ratios, value at risk and simulations.

Where you file

For investors filing in the United Kingdom

ISA, SIPP and a general account are separate portfolios, and the tax report follows the UK rules.

Sterling as your base currency, with everything foreign converted at the rate of the day

Bed and breakfast handled on the 30 day rule

The annual exemption applied before the rate

Dividend income separated from gains, with the withholding already taken off

Getting started

Getting your Hargreaves Lansdown history in

Export from Hargreaves Lansdown

Open My Accounts > Transaction History in Hargreaves Lansdown. Choose the account and date range, export the CSV, then upload it to AllInvestView.

Upload it

The importer reads the column layout on its own, identifies the securities and shows you every row before anything is saved.

Read your portfolio

Prices update daily, and dividends, corporate actions and splits are applied to the history you just brought in. Nothing else to keep up to date by hand.

Create a free accountNo card. One portfolio and 10 stock holdings.

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.

Suits UK long-term investors using Hargreaves Lansdown • ISA and SIPP holders using Hargreaves Lansdown • Fund investors using Hargreaves Lansdown • Investors valuing research and service using Hargreaves Lansdown

More than one account

Hargreaves Lansdown and everywhere else you hold something

Most people end up with two or three accounts. Bring them all in and they add up to one portfolio, with one return and one tax report.

Questions

Hargreaves Lansdown and AllInvestView, answered

How do I import my Hargreaves Lansdown transactions into AllInvestView?

Export the transaction history as CSV and upload it. The review screen shows the mapped rows before anything is added.

Can AllInvestView track my HL ISA and SIPP together?

Add each account separately. The combined view totals them while the account filters keep their results apart.

Is the Hargreaves Lansdown connection read only, and is it an aggregator?

There is no automatic connection for Hargreaves Lansdown yet. You export your transaction history and upload the file, so nothing of yours is ever logged into.

Does it show my options with Greeks?

Hargreaves Lansdown does not offer options, so there is nothing to read here from this account. If you trade options at another broker, add that account and the options dashboard covers it: delta, gamma, theta, vega and rho per position.

Which cost basis methods can I choose?

FIFO, LIFO, HIFO and average cost. You pick the method on the tax report and the whole report is recalculated, so you can see what each one would cost you before you sell.

How are several currencies handled?

Each position keeps the currency it was bought in. The portfolio is then valued in the base currency you choose, using the rate for the day, so the currency move is part of the return you read.

Can I bring years of history from a file?

Yes. Export the full transaction history from Hargreaves Lansdown and upload it. The importer reads the column layout, identifies the securities and shows every row for review before anything is saved, so your cost basis and your returns start from the complete record rather than from today.

What does the free plan cover?

One portfolio and 10 stock holdings, with no card. Bonds, options and custom assets are not counted against that. Broker sync, more portfolios and more holdings are on the paid plans.

See what your Hargreaves Lansdown portfolio has really done

Upload your transaction history. The return, the dividends and the tax figures are waiting on the other side.

Create a free account