Investment tracker

Everything you own, in one portfolio, with the return worked out.

Stocks, ETFs, funds, bonds, options, crypto, cash and property, from every broker you use, in the currency you choose. Connect read only or upload your history, and the return, the tax figure and the dividends come out of your own trades.

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 balances, total return, IRR and dividends on a chosen date
AllInvestView
200,000+
Stocks, funds, bonds and crypto priced daily
80+
Exchanges, so your local listing is the one you see
14
Countries with capital gains rules built in

The return between any two dates

Pick a start date and an end date. You get the money-weighted return for that window, the capital gain in cash and the dividend yield over the same period. Your broker shows year to date; here you choose the window.

Open the dashboard
Portfolio performance between two chosen dates, with the return, the capital gain and the dividend yield for that window AllInvestView
One calendar year selected, with the return for those twelve months.

Every account, one number

Two brokers, a crypto exchange and a flat still add up to one portfolio. Each position keeps the currency it was bought in and is valued in the base you pick at the rate of the day, so a dollar holding shows its gain in euros after the currency moved. Property and cash sit beside the securities in the same net worth figure.

A whole portfolio on one date, with balances, total return, IRR, dividends and every holding with its weight AllInvestView
A whole portfolio with every holding and its weight on one date.

What you really hold through your funds

Portfolio X-Ray opens each ETF and fund and adds the companies inside to the shares you hold directly. One company held through four index funds shows as one line with its combined weight, so concentration you could not see becomes a number.

Open Portfolio X-Ray
The largest underlying holdings after the funds are opened, with direct and fund exposure combined per company AllInvestView
The largest underlying holdings once the funds are opened.

A tax report for the country you file in

Choose the period, your country and the cost basis method: FIFO, LIFO, HIFO or average cost. Realized gains, estimated tax and dividends come back per position, with 14 countries built in and the rates editable. Export as PDF, Excel or CSV for your accountant.

See the tax report
A capital gains tax report with the period, country and cost basis selectors and gains, dividends and estimated tax per position AllInvestView
Gains, dividends and estimated tax, position by position.

Dividends on the day they arrive

Upcoming payments sit on their pay dates, taken from published dividend data. The report totals what you were paid, what was withheld per country and what the next twelve months look like at today's holdings.

Open the dividend tracker
A dividend calendar with upcoming payments placed on their pay dates, each marked as an estimate AllInvestView
Upcoming payments on their pay dates, each marked as an estimate.

Bonds and options as what they are

A bond carries its coupon, maturity, yield to maturity and duration, priced from the government curve. An option keeps its strike, expiry and premium, with delta, gamma, theta and vega on every open contract and the wheel recognised on its own. Neither counts against the free plan's holding limit.

See the options dashboard
An options dashboard with open contracts, premium, Greeks and the expiry timeline AllInvestView
Open contracts with premium, Greeks and the expiry timeline.
Getting started

How it gets in

1

Connect or upload

Connect your brokers read only, or upload your history as a file. Trades come in with their dates.

2

Prices and dividends arrive on their own

Holdings are priced daily and dividends are matched from published data. Nothing to type.

3

Ask when something looks odd

A real person answers. And if you ask, someone who knows your account helps you reconcile your history with your broker statements, sort out an odd file, or check a tax figure.

Questions

Investment tracking, answered

Which investments can I track?
Stocks, ETFs, mutual funds, bonds, options, crypto, cash, real estate and anything else as a custom asset with its own price history.
Can I track several brokers together?
Yes. Connect or import each one. They add up to one portfolio with one return and one tax report, and you can still look at each account on its own.
How are different currencies handled?
Each position keeps the currency it was bought in. The portfolio is valued in the base currency you choose at the rate of the day, so the currency move is part of the return you read.
Is the broker connection safe?
The connection is read only. AllInvestView can see positions and trades and can never place an order or move money.
Can I bring years of history from a spreadsheet or a file?
Yes. Upload CSV, XLSX or pasted rows in any layout. The importer reads the columns, identifies the securities and shows every row before anything is saved.
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.
Is there a mobile app?
Yes. The iOS and Android apps show the same portfolio and use the same account.
Can I export my data and delete my account?
Yes. Holdings, transactions and reports export from their pages, and account deletion is self-service.

See everything you own in one place

Connect read only or upload a file. The portfolio, the return and the tax report fill in from your own trades.

Create a free account