Track and Analyze Your IG Portfolio Like a Pro
IG is a UK-headquartered global trading platform and one of the world's oldest online brokers, founded in 1974. It offers CFDs, spread betting, share dealing, and options across 17,000+ markets including forex, indices, shares, commodities, and crypto. IG is known for its advanced charting, risk management tools, and educational resources. Regulated in multiple jurisdictions, it's trusted by active traders and sophisticated investors globally.
What IG Users Get with AllInvestView
Portfolio analytics focus on individual positions rather than holistic portfolio performance
AllInvestView provides unified portfolio analytics with IRR, allocation analysis, and benchmark comparison across all your IG positions.
No way to consolidate share dealing and spread betting performance in one view
Import your IG share dealing trades into AllInvestView for a comprehensive portfolio view alongside any other brokers you use.
Limited dividend income tracking and projection tools
AllInvestView offers dividend calendar views, income projections, and yield-on-cost tracking for your share dealing positions.
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.
IG vs AllInvestView — Feature Comparison
See what IG's built-in tools offer versus what AllInvestView adds to your investment workflow.
| Feature | IG Built-in | + AllInvestView |
|---|---|---|
| Performance Analytics | Basic P&L per position with charts | True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison |
| Tax Reporting | Annual CGT summary for share dealing | Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support |
| Charting Tools | Advanced ProRealTime and L2 Dealer platforms | Portfolio-level performance charts, allocation trends, and income visualization |
| Multi-Broker View | Not available — IG accounts only | Consolidate all brokers in one unified dashboard |
| Dividend Tracking | Basic dividend history in statements | Calendar view, income projections, yield-on-cost, ex-date alerts |
| Risk Analytics | Position-level risk tools and guaranteed stops | Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios |
See Your Entire Portfolio at a Glance
Get the complete picture of your IG 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 IG 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 IG 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 IG 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 IG ISA, SIPP, and General Investment Account separately. Capital gains tax reports aligned with HMRC requirements.
IG
CSV ImportAbout IG
How to Import Your IG Portfolio
Getting your IG data into AllInvestView takes less than 2 minutes. Here's how:
Export from IG
1. Log in to your IG account at ig.com. 2. Navigate to "My IG" in the top menu. 3. Click on "History" or "Transaction History." 4. Set your date range and filter by transaction type. 5. Click "Download" or "Export as CSV." 6. Upload the CSV file to AllInvestView.
Upload to AllInvestView
Use our smart CSV importer that automatically maps IG'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
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IG Portfolio Tracking FAQ
Compare Portfolio Trackers
Read our detailed comparisons to find the best tracker for your needs:
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