interactive investor portfolio tracker

Your ii accounts together, with the return over time, dividends on a calendar and the UK tax figure ready.

Upload your interactive investor 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. 1995 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 interactive investor does well

What people like about interactive investor, and why they stay.

Flat-fee pricing; cost-effective for larger portfolios.

UK tax wrappers: ISA, SIPP, Junior ISA.

Curated Quick-Start Funds and model portfolios.

Editorial content and investment ideas.

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

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 interactive investor account records each account, not the combined return and dividends ahead.

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

interactive investor keeps ISA and Trading Account among its 4 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.

interactive investor's ISA and Trading Account can hold Stocks and Investment Trusts. 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 interactive investor 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

interactive investor customers often hold funds and investment trusts for many years.

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

An interactive investor portfolio can receive income from funds and trusts on different schedules.

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 interactive investor funds may own the same companies beneath different labels.

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 interactive investor gives you, and what is added here

Area	interactive investor	With AllInvestView
Performance Analytics	The broker tools include basic portfolio valuation and gain/loss.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The broker tools include basic CGT summary.	The tax report supports FIFO, LIFO, HIFO and average cost.
Dividend Tracking	The broker tools include basic income history in account statements.	The dividend view shows the calendar, income and yield on cost.
Multi-Account Consolidation	The broker tools include ISA, SIPP, and trading accounts shown separately.	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.
Risk Analytics	The account report focuses on positions and account activity.	The risk view shows ratios, value at risk and simulations.
Model Portfolio Comparison	The broker tools include Quick-Start Funds and curated model portfolios.	The return can be compared with a chosen benchmark.

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 interactive investor history in

Export from interactive investor

Open My Accounts > Transaction History in interactive investor. Choose the account and date range, download 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 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.

Suits UK investors with larger portfolios using interactive investor • ISA and SIPP holders using interactive investor • Investors who prefer flat fees over percentage charges using interactive investor

More than one account

interactive investor 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

interactive investor and AllInvestView, answered

How do I import my interactive investor trades 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 ii ISA and SIPP together?

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

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

The broker continues to hold or manage the assets. The dashboard adds dated return, allocation, tax lots and a view across other accounts.

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

There is no automatic connection for interactive investor 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?

interactive investor 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 interactive investor 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 interactive investor 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