Can I track my interactive investor portfolio with AllInvestView?

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

Can I generate tax reports for my interactive investor investments?

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

interactive investor Portfolio Tracker

Unlock Deeper Insights from Your interactive investor Portfolio

interactive investor (ii) is one of the UK's largest flat-fee investment platforms, offering a simple monthly subscription model rather than percentage-based fees. This makes it especially cost-effective for larger portfolios. ii provides ISAs, SIPPs, trading accounts, and Junior ISAs with access to UK and international shares, funds, ETFs, investment trusts, and bonds. Known for its expert editorial content, model portfolios, and award-winning service.

GB Est. 1995 FCA FSCS

Flat-fee pricing — cost-effective for larger portfolios

Full range of UK tax wrappers: ISA, SIPP, Junior ISA

Curated Quick-Start Funds and model portfolios

Expert editorial content and investment ideas

Access to UK and international shares, funds, and investment trusts

Get Started Free Live Demo

No credit card required Free forever 30-second signup

What interactive investor Users Get with AllInvestView

Portfolio analytics are basic — limited to valuation and simple gain/loss

AllInvestView provides detailed performance analytics including IRR, benchmark comparison, and sector allocation that ii does not offer.

Difficult to see consolidated performance across ISA, SIPP, and trading accounts

AllInvestView combines all your ii accounts into one dashboard with both combined and individual account views.

Limited dividend income tracking and projection capabilities

AllInvestView offers dividend calendar views, income forecasting, yield-on-cost metrics, and ex-date alerts for all your 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.

interactive investor vs AllInvestView — Feature Comparison

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

Feature	interactive investor Built-in	+ AllInvestView
Performance Analytics	Basic portfolio valuation and gain/loss	True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Tax Reporting	Basic CGT summary	Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Dividend Tracking	Basic income history in account statements	Calendar view, income projections, yield-on-cost, ex-date alerts
Multi-Account Consolidation	ISA, SIPP, and trading accounts shown separately	Combined or individual views across all accounts and brokers
Multi-Broker View	Not available — ii accounts only	Consolidate all brokers in one unified dashboard
Risk Analytics	Not available	Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios
Model Portfolio Comparison	Quick-Start Funds and curated model portfolios	Benchmark your actual performance against any index or model portfolio

See Your Entire Portfolio at a Glance

Get the complete picture of your interactive investor 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 interactive investor 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 interactive investor 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 interactive investor 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 interactive investor 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

interactive investor

CSV Import

Start Free Trial Track interactive investor in 2 minutes

200k+

Stocks, ETFs, bonds & crypto supported

50+

Currencies for global investors

80+

Exchanges worldwide

About interactive investor

GB • Est. 1995 • Regulated by FCA, FSCS

Asset Types StocksETFsMutual FundsBondsInvestment Trusts

Account Types ISASIPPJunior ISATrading Account

Currencies GBPUSDEUR

Fees Flat monthly fee: Investor plan GBP 11.99/month (1 free trade), Super Investor GBP 19.99/month (2 free trades). Additional trades GBP 3.99 each.

Best For UK investors with larger portfolios • ISA and SIPP holders • Investors who prefer flat fees over percentage charges

How to Import Your interactive investor Portfolio

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

Export from interactive investor

1. Log in to your ii account at ii.co.uk. 2. Go to "My Accounts" and select the relevant account. 3. Click on "Transaction History" or "Activity." 4. Choose your date range. 5. Click "Export" or "Download CSV" to save your transactions. 6. Upload the CSV file to AllInvestView.

Upload to AllInvestView

Use our smart CSV importer that automatically maps interactive investor's format. No manual column matching needed.

Track Everything

Instantly see your full portfolio with real-time prices, dividends, and performance metrics.

Similar Brokers to interactive investor

Investors using interactive investor also track these brokers with AllInvestView:

Hargreaves Lansdown

AJ Bell

Freetrade

Trading 212

Hargreaves Lansdown

Track All Your Brokers Together

Got investments at multiple brokers? AllInvestView consolidates everything into one view:

Robinhood

Schwab

Vanguard US

Webull US

E*TRADE

Interactive Brokers

Trading 212

DEGIRO

Freetrade

Revolut

TradeStation

Tradier

Questrade

Wealthsimple

Alpaca

Swissquote

TradeStation Global

Lynx

BUX

Stake AUS

Stake UK

Commsec

Binance

Coinbase

Kraken

Unocoin

Upstox

Zerodha

moomoo

Trade Republic

Scalable Capital

eToro

XTB

Lightyear

Flatex

Bitpanda

Saxo Bank

Plus500

Capital.com

Hargreaves Lansdown

interactive investor

Nutmeg

SoFi

Ally Invest

Merrill Edge

Firstrade

Acorns

Fidelity

Chase

Wells Fargo

AJ Bell

TD Direct Investing

Empower

tastytrade

Public

interactive investor Portfolio Tracking FAQ

How do I import my interactive investor trades into AllInvestView?

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

Can AllInvestView track my ii ISA and SIPP together?

Yes! Import both account types and AllInvestView will show individual account performance plus a combined total portfolio view across all your ii accounts.

Is AllInvestView worth it alongside ii's flat-fee model?

Absolutely. ii excels at low-cost trading and tax wrappers, while AllInvestView adds the performance analytics, tax reporting, and dividend tracking that ii's platform lacks.

How do I get my interactive investor data into AllInvestView?

Does AllInvestView sync with interactive investor automatically?

Currently, interactive investor 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 interactive investor and other brokers together?

Absolutely! AllInvestView is built for multi-broker portfolios. Import from interactive investor, 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 interactive investor?

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