Lightyear portfolio tracker

Your Lightyear holdings with the return after FX, dividends on a calendar and the tax figure ready.

Upload your Lightyear 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.

EE Est. 2020 EFSA FCA

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 Lightyear does well

What people like about Lightyear, and why they stay.

Commission-free stock and ETF trading across US, EU, and UK markets.

0.35% FX conversion fee.

Multi-currency account holding 10+ currencies without forced conversion.

Interest on uninvested cash in multiple currencies.

ISA wrapper for UK investors.

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 Lightyear account shows low-cost trades, not the tax figure or multi-account return after FX.

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

Lightyear statements cover Stocks and ETFs in EUR and HUF for Individual and Stocks & Shares ISA. They do not compare tax lots under several cost-basis methods.

The tax report calculates gains with FIFO, LIFO, HIFO or average cost.

Lightyear keeps Individual and Stocks & Shares ISA among its 3 account types with Stocks and ETFs in EUR and HUF. Holdings at another broker are outside that total.

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

What you get

What AllInvestView does with your Lightyear 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

Lightyear investors often buy shares and ETFs on US, UK and European markets.

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

Small Lightyear purchases across several markets can create many tax lots.

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

Lightyear customers may invest abroad while reporting under their home-country rules.

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 Lightyear gives you, and what is added here

Area	Lightyear	With AllInvestView
Performance Analytics	The broker tools include basic portfolio value in mobile app.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The statement supplies transactions for a separate tax calculation.	The tax report supports FIFO, LIFO, HIFO and average cost.
Dividend Tracking	The broker tools include basic dividend notifications.	The dividend view shows the calendar, income and yield on cost.
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.
Multi-Currency Reporting	The broker tools include Multi-currency account with low FX fees.	The return separates market movement from currency movement.
Sector Analysis	Sector detail stays within the account view.	The allocation view groups holdings by sector.

Where you file

For investors filing in Europe

Three or four currencies in one portfolio is the normal case here.

Every position keeps its own currency and converts to the base you pick

Capital gains rules for Germany, Spain, France, Italy, Ireland, Switzerland, Sweden, Denmark and Finland

Withholding tax on foreign dividends tracked per country

The Spanish Modelo 720 declaration built from your holdings

Getting started

Getting your Lightyear history in

Export from Lightyear

Open Account > Statements in Lightyear. 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 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.

Suits Multi-currency European investors using Lightyear • Cost-conscious FX traders using Lightyear • UK ISA investors using Lightyear • Ex-Wise users seeking low FX fees using Lightyear

More than one account

Lightyear 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

Lightyear and AllInvestView, answered

How do I import my Lightyear trades into AllInvestView?

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

Does AllInvestView handle Lightyear multi-currency holdings?

Choose a reporting currency. The dashboard converts every holding and shows currency movement separately from market return.

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

There is no automatic connection for Lightyear 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?

Lightyear 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 Lightyear 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 Lightyear 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