Can I track my Merrill Edge portfolio with AllInvestView?

Yes! AllInvestView fully supports Merrill Edge portfolio tracking. You can sync automatically or import your transactions via CSV to track all your Merrill Edge investments.

Can I generate tax reports for my Merrill Edge investments?

Yes, AllInvestView provides comprehensive tax reporting for Merrill Edge portfolios, including capital gains calculations, dividend income tracking, and tax-loss harvesting suggestions.

Merrill Edge Portfolio Tracker

Powerful Analytics for Your Merrill Edge Investments

Merrill Edge is Bank of America's self-directed online brokerage, offering commission-free stock and ETF trades with seamless integration into the Bank of America ecosystem. Preferred Rewards members get additional perks like bonus credit card rewards and lower mortgage rates. Merrill Edge provides strong research from BofA Securities, Morningstar, and CFRA, plus access to Merrill Guided Investing (robo-advisor). Best for Bank of America customers who want tight banking-brokerage integration.

US Est. 2010 SEC FINRA SIPC

Commission-free stock and ETF trading with Bank of America integration

Preferred Rewards program with bonus perks for combined banking/investing balances

Strong research from BofA Securities, Morningstar, and CFRA

Merrill Guided Investing robo-advisor with optional advisor access

Seamless cash sweep between Bank of America and Merrill Edge accounts

Get Started Free Live Demo

No credit card required Free forever 30-second signup

What Merrill Edge Users Get with AllInvestView

Portfolio analytics are basic — gain/loss overview without detailed performance attribution

AllInvestView provides detailed IRR, time-weighted returns, benchmark comparison, and allocation analysis beyond what Merrill Edge shows.

Tax reporting is limited to standard 1099 forms and basic realized/unrealized gains

AllInvestView generates comprehensive capital gains reports with FIFO/LIFO methods, wash sale detection, and multi-country tax support.

No way to see Merrill Edge holdings alongside accounts at other brokerages

Import your Merrill Edge trades into AllInvestView and consolidate with all your other investment accounts in one dashboard.

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.

Merrill Edge vs AllInvestView — Feature Comparison

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

Feature	Merrill Edge Built-in	+ AllInvestView
Performance Analytics	Basic portfolio overview with gain/loss and allocation pie chart	True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Tax Reporting	1099 tax forms and realized gains summary	Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Research Tools	BofA Securities, Morningstar, and CFRA research	Data-driven sector allocation, correlation analysis, and AI-powered portfolio insights
Multi-Broker View	Not available — Merrill Edge only	Consolidate all brokers in one unified dashboard
Dividend Tracking	Basic dividend history in account statements	Calendar view, income projections, yield-on-cost, ex-date alerts
Risk Analytics	Basic risk profile in Guided Investing	Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios
Banking Integration	Seamless sweep with Bank of America and Preferred Rewards	Cash balance tracking across all accounts with multi-broker aggregation

See Your Entire Portfolio at a Glance

Get the complete picture of your Merrill Edge 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

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

Master Your Dividend Income

Track every dividend from your Merrill Edge 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 Merrill Edge 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 Merrill Edge 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

Try the Live Demo

Explore a real portfolio — no signup needed

Tax Reporting for US Investors

Generate Schedule D-ready capital gains reports from your Merrill Edge portfolio. AllInvestView supports FIFO, LIFO, specific identification, and average cost methods.

Compatible with Merrill Edge 1099-B data

Automatic wash sale rule detection

IRA and Roth IRA contribution tracking

Short-term vs long-term capital gains split

Merrill Edge

CSV Import

Start Free Trial Track Merrill Edge in 2 minutes

200k+

Stocks, ETFs, bonds & crypto supported

50+

Currencies for global investors

80+

Exchanges worldwide

About Merrill Edge

US • Est. 2010 • Regulated by SEC, FINRA, SIPC

Asset Types StocksETFsOptionsBondsMutual FundsCDs

Account Types IndividualJointIRARoth IRASEP IRASIMPLE IRA529 PlanCustodialGuided Investing

Currencies USD

Fees Commission Free Commission-free stocks and ETFs. Options: USD 0.65/contract. Guided Investing: 0.45% annual fee (0.85% with advisor). No account minimums for self-directed.

Best For Bank of America customers • Investors wanting banking-brokerage integration • Preferred Rewards members • Investors valuing institutional research

How to Import Your Merrill Edge Portfolio

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

Export from Merrill Edge

1. Log in to Merrill Edge at merrilledge.com (or via Bank of America). 2. Navigate to "Accounts" and select your investment account. 3. Click on "History" or "Transaction History." 4. Set your date range and click "Search." 5. Click "Download" or "Export" to save as CSV. 6. Upload the CSV to AllInvestView.

Upload to AllInvestView

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

Track Everything

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

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Track All Your Brokers Together

Got investments at multiple brokers? AllInvestView consolidates everything into one view:

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interactive investor

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Public

Merrill Edge Portfolio Tracking FAQ

How do I import my Merrill Edge portfolio into AllInvestView?

Export your transaction history as CSV from Merrill Edge (Accounts > History > Download) and upload it to AllInvestView. Our importer handles Merrill's format.

Can AllInvestView track my Merrill Guided Investing portfolio?

Yes! Import your Guided Investing holdings and AllInvestView will show detailed performance analytics, helping you evaluate whether the managed approach is delivering value.

How do I get my Merrill Edge data into AllInvestView?

Does AllInvestView sync with Merrill Edge automatically?

Currently, Merrill Edge 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 Merrill Edge and other brokers together?

Absolutely! AllInvestView is built for multi-broker portfolios. Import from Merrill Edge, 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 Merrill Edge?

Yes! AllInvestView supports all asset types available at Merrill Edge—stocks, ETFs, bonds, mutual funds, options, and even crypto. Each asset type has specialized tracking features.