Lynx portfolio tracker

Your Lynx account made readable: the return after FX, options and bonds priced, and a tax report for your country.

Upload your Lynx 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.

NL Est. 2006 AFM DNB

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 Lynx does well

What people like about Lynx, and why they stay.

Dutch and Belgian-language support with local customer service.

Trading platform (TWS) with tools.

Listed margin rates through IBKR infrastructure.

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 Lynx account gives detailed statements, but you still have to piece together FX and total return.

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

Lynx provides trading tools for Stocks and Forex across Individual and Corporate in EUR and CHF. They do not rebuild the whole portfolio on an earlier date.

Choose a past date. The dashboard rebuilds the holdings, weights, balances and return from that day.

Lynx supports EUR, USD, GBP and CHF. Its report does not split market return from currency movement.

Set the reporting currency. The dashboard shows market return and currency movement separately.

What you get

What AllInvestView does with your Lynx 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

Lynx customers often trade shares and options on exchanges outside their home market.

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 option positions with Greeks and expiries

A Lynx options book may hold several open contracts against the same share position.

The options dashboard totals profit and loss, premium, theta and delta. It also places open expiries on a timeline.

Open the options dashboard

Options dashboard with profit and loss, Greeks and expiries — Open contracts, premium, theta, delta and expiries in one view.

See how each sale changes your tax

Lynx investors buy internationally but calculate tax under the rules where they file.

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.

What Lynx gives you, and what is added here

Area	Lynx	With AllInvestView
Performance Analytics	The broker tools include IBKR PortfolioAnalyst with basic metrics.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The broker tools include Activity statements for manual tax filing.	The tax report supports FIFO, LIFO, HIFO and average cost.
Dashboard Simplicity	The broker tools include TWS trading and account tools.	The dashboard shows portfolio value, return and allocation.
Multi-Broker View	The account view covers holdings kept with this broker.	Accounts from several brokers can be viewed together.
Dividend Tracking	The broker tools include basic dividend data in statements.	The dividend view shows the calendar, income and yield on cost.
Risk Analytics	The broker tools include IBKR Risk Navigator available.	The risk view shows ratios, value at risk and simulations.

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 Lynx history in

Export from Lynx

Open Reports > Activity Statements in Lynx. Export the statement as CSV and 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 Lynx

NL • Est. 2006 • Regulated by AFM, DNB

Asset types StocksETFsOptionsFuturesBondsForex

Account types IndividualJointCorporate

Currencies EURUSDGBPCHF

Fees US stocks from EUR 6/trade; European stocks from EUR 6. Uses Interactive Brokers pricing with Lynx markup.

Suits Dutch and Belgian investors using Lynx • Active traders seeking global market access using Lynx • Options and futures traders using Lynx • Investors preferring local-language support using Lynx

More than one account

Lynx 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

Lynx and AllInvestView, answered

Can I sync my Lynx account with AllInvestView?

This account uses file import. Upload the transaction history, review the mapped rows, then confirm the import.

Does AllInvestView handle Lynx multi-currency positions?

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

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

There is no automatic connection for Lynx 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?

Yes. Every open contract is listed with delta, gamma, theta, vega and rho, next to the price of its underlying, with the premium collected and the days left to expiry.

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 Lynx 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 Lynx 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