Lightyear logo Lightyear Portfolio Tracker

See Your Lightyear Portfolio with Professional Analytics

Lightyear is a European investment platform founded in Estonia by ex-Wise (TransferWise) employees. It offers commission-free stock and ETF trading with competitive FX rates (0.35% for currency conversion), making it especially attractive for multi-currency investing. Available across the EU and UK, Lightyear is designed for cost-conscious European investors who trade US, EU, and UK stocks and want transparent, low foreign exchange fees.

EE Est. 2020 EFSA FCA
Commission-free stock and ETF trading across US, EU, and UK markets
Industry-low 0.35% FX conversion fee (vs 0.5-1.5% at competitors)
Multi-currency account holding 10+ currencies without forced conversion
Interest on uninvested cash in multiple currencies
ISA wrapper for UK investors
No credit card required Free forever 30-second signup

What Lightyear Users Get with AllInvestView

Mobile-first platform with limited analytics and no desktop web app

AllInvestView provides a full desktop experience with detailed performance charts, sector analysis, and portfolio reports.

No portfolio performance tracking, benchmarking, or capital gains reporting

Import your Lightyear trades to AllInvestView for IRR/XIRR returns, benchmark comparison, and automated tax reporting.

Cannot see Lightyear holdings alongside accounts at other brokers

AllInvestView combines your Lightyear portfolio with holdings at any other broker for a complete financial picture.

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.

Lightyear vs AllInvestView — Feature Comparison

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

Feature Lightyear Built-in + AllInvestView
Performance Analytics Basic portfolio value in mobile app True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Tax Reporting Not available — basic statement export only Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Dividend Tracking Basic dividend notifications Calendar view, income projections, yield-on-cost, ex-date alerts
Multi-Broker View Not available Consolidate all brokers in one unified dashboard
Risk Analytics Not available Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios
Multi-Currency Reporting Multi-currency account with low FX fees Automatic conversion to base currency with FX impact analysis
Sector Analysis Not available Full sector and geographic allocation breakdown with visual charts
Portfolio Dashboard Portfolio Dashboard

See Your Entire Portfolio at a Glance

Get the complete picture of your Lightyear 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
Portfolio Analytics Portfolio Analytics

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
Dividend Tracking Dividend Tracking

Master Your Dividend Income

Track every dividend from your Lightyear 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 Lightyear 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 Lightyear 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

Tools for European Investors

AllInvestView is built for multi-currency portfolios. Track your Lightyear investments in EUR, CHF, SEK, or any of 50+ currencies.

Multi-currency support with live FX rates
Capital gains tax reports for Germany, Spain, France, Italy, Netherlands
Withholding tax tracking on foreign dividends
Spain Modelo 720 foreign asset declaration
200k+
Stocks, ETFs, bonds & crypto supported
50+
Currencies for global investors
80+
Exchanges worldwide
Lightyear

About Lightyear

EE • Est. 2020 • Regulated by EFSA, FCA
Asset Types StocksETFs
Account Types IndividualISAStocks & Shares ISA
Currencies EURGBPUSDSEKDKKNOKCHFCZKPLNHUF
Fees Commission Free Commission-free stock and ETF trades. 0.35% FX fee (among the lowest in Europe). Interest on uninvested cash. No account minimums.
Best For Multi-currency European investors • Cost-conscious FX traders • UK ISA investors • Ex-Wise users seeking low FX fees

How to Import Your Lightyear Portfolio

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

1

Export from Lightyear

1. Open the Lightyear app on your phone. 2. Tap on your profile icon. 3. Go to "Account" > "Statements" or "Activity." 4. Select the date range for your transactions. 5. Tap "Export" or "Download" to get a CSV file. 6. Transfer the file to your computer and upload it to AllInvestView.

2

Upload to AllInvestView

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

3

Track Everything

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

Similar Brokers to Lightyear

Lightyear Portfolio Tracking FAQ

How do I import my Lightyear trades into AllInvestView?
Export your transaction history from the Lightyear app (Profile > Statements > Export as CSV), then upload the file to AllInvestView.
Does AllInvestView handle Lightyear multi-currency holdings?
Yes. AllInvestView automatically converts all your Lightyear holdings to your chosen base currency, accurately reflecting FX impact on your portfolio performance.
How do I get my Lightyear data into AllInvestView?
1. Open the Lightyear app on your phone. 2. Tap on your profile icon. 3. Go to "Account" > "Statements" or "Activity." 4. Select the date range for your transactions. 5. Tap "Export" or "Download" to get a CSV file. 6. Transfer the file to your computer and upload it to AllInvestView.
Does AllInvestView sync with Lightyear automatically?
Currently, Lightyear 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 Lightyear and other brokers together?
Absolutely! AllInvestView is built for multi-broker portfolios. Import from Lightyear, 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 Lightyear?
Yes! AllInvestView supports all asset types available at Lightyear—stocks, ETFs, bonds, mutual funds, options, and even crypto. Each asset type has specialized tracking features.

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