IG portfolio tracker

Your IG share dealing with the return over time, dividends on a calendar and the UK tax figure ready.

Upload your IG 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. 1974 FCA ASIC BaFin FINMA MAS FMA New Zealand DFSA

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 IG does well

What people like about IG, and why they stay.

Access to 17,000+ markets across CFDs, shares, and spread betting.

ProRealTime charting and L2 Dealer platform.

Tax-free spread betting for UK residents.

Educational academy and risk management tools.

Over 50 years of market experience since 1974.

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.

The IG account focuses on trading positions, not the long-term result across investment accounts.

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

IG keeps Individual and Corporate among its 6 account types with Stocks and Indices among 8 asset types in GBP and JPY. Holdings at another broker are outside that total.

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

IG's Individual and Corporate can hold Stocks and Indices. The account view does not place future distributions on a calendar.

Import the dividend history. The calendar places upcoming payments on their pay dates.

What you get

What AllInvestView does with your IG 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

An IG history often combines share holdings with shorter spread bets or CFD trades.

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.

See how each sale changes your tax

An IG export can contain both investment purchases and cash results from leveraged trades.

Choose FIFO, LIFO, HIFO or average cost. The report shows realized gains, unrealized gains, dividends and estimated tax.

Open the tax report

Tax report with cost basis, gains, dividends and estimated tax — Tax lots, gains, dividends and estimated tax in one report.

Choose the tax rules for your country

IG customers need the tax treatment that applies to each trade where they live.

The tax rules page lists country presets, rates and local rules. Pick the jurisdiction that applies to the portfolio.

See tax rules by country

Country tax presets with rates and local capital gains rules — Country presets with their rates and local tax rules.

What IG gives you, and what is added here

Area	IG	With AllInvestView
Performance Analytics	The broker tools include basic P&L per position with charts.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The broker tools include Annual CGT summary for share dealing.	The tax report supports FIFO, LIFO, HIFO and average cost.
Charting Tools	The broker tools include ProRealTime and L2 Dealer platforms.	The dashboard focuses on portfolio return and allocation.
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 dividend history in statements.	The dividend view shows the calendar, income and yield on cost.
Risk Analytics	The broker tools include position-level risk tools and guaranteed stops.	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 IG history in

Export from IG

Open My IG > History in IG. Choose the 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 IG

GB • Est. 1974 • Regulated by FCA, ASIC, BaFin, FINMA, MAS, FMA New Zealand, DFSA

Asset types StocksETFsCFDsSpread BettingForexOptionsCommoditiesIndices

Account types IndividualISASIPPCFDSpread BettingCorporate

Currencies GBPUSDEURAUDSGDCHFJPY

Fees Share dealing: GBP 8/trade (GBP 3 for frequent traders). CFDs: spread-based, no commission on major forex. ISA: GBP 8/trade.

Suits Active traders using IG • UK spread betting investors using IG • Forex and CFD traders using IG • Experienced investors seeking tools using IG

More than one account

IG 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

IG and AllInvestView, answered

Can I import my IG share dealing portfolio into AllInvestView?

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

Does AllInvestView support IG ISA accounts?

Import the holdings and transaction history. The dashboard keeps each position separate and includes it in return, allocation and tax reports.

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

There is no automatic connection for IG 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?

Yes. Every open contract is listed with delta, gamma, theta, vega and rho, next to the price of its underlying, with the premium collected and the days left to expiry.

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 IG 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 IG 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