moomoo logo moomoo Portfolio Tracker

Elevate Your moomoo Portfolio with Professional Analytics

moomoo is a commission-free trading platform offering stocks, ETFs, and options with advanced charting tools, real-time data, and institutional-grade analytics. Backed by Futu Holdings (NASDAQ: FUTU), moomoo provides access to US, Hong Kong, Singapore, and Australian markets with powerful research capabilities.

US Est. 2018 SEC FINRA SIPC SFC MAS ASIC
Free Level 2 market data and institutional-grade analytics
Advanced charting with 80+ technical indicators and drawing tools
Access to US, Hong Kong, Singapore, and Australian markets
Social features with community insights and top trader tracking
Paper trading for strategy testing
No credit card required Free forever 30-second signup
Exclusive Broker Partner Reward
Open a moomoo brokerage account through AllInvestView, fund it with $100+, and connect it to unlock your reward.
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When Does an External Tracker Add Value?

Strong charting tools but limited portfolio-level performance tracking and benchmarking

AllInvestView provides portfolio-wide performance metrics, IRR/XIRR returns, and benchmark comparison across all your moomoo holdings.

No consolidated view across multiple brokerages or asset classes

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

Tax reporting and capital gains tracking not built into the platform

AllInvestView generates automated capital gains reports with FIFO/LIFO methods and wash sale detection.

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.

moomoo vs AllInvestView — Feature Comparison

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

Feature moomoo Built-in + AllInvestView
Performance Analytics Basic P&L per position with charting tools True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Tax Reporting 1099 tax form only Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Dividend Tracking Basic dividend history display 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 Separate views per market currency Automatic conversion to base currency with FX impact analysis
Options Analytics Options chain and basic Greeks display Full Greeks (Delta, Gamma, Theta, Vega, Rho), payoff diagrams, P&L tracking
AI Analysis Not available AI-powered portfolio assistant for analysis
Portfolio Dashboard Portfolio Dashboard

See Your Entire Portfolio at a Glance

Get the complete picture of your moomoo 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 moomoo 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 moomoo 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 moomoo 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

Tax Reporting for US Investors

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

Compatible with moomoo 1099-B data
Automatic wash sale rule detection
IRA and Roth IRA contribution tracking
Short-term vs long-term capital gains split
200k+
Stocks, ETFs, bonds & crypto supported
50+
Currencies for global investors
80+
Exchanges worldwide
moomoo

About moomoo

US • Est. 2018 • Regulated by SEC, FINRA, SIPC, SFC, MAS, ASIC
Asset Types StocksETFsOptionsFuturesADRsOTC
Account Types IndividualIRARoth IRAMargin
Currencies USDHKDSGDAUD
Fees Commission Free Commission-free US stock and ETF trades; options at USD 0.65/contract. HK stocks from HKD 3. Free Level 2 market data.
Best For Active traders • Data-driven investors • Multi-market investors • Options traders

How to Import Your moomoo Portfolio

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

1

Export from moomoo

Connect your moomoo account automatically via SnapTrade for real-time portfolio syncing. Go to Sync Brokers and click Connect Brokerage to get started.

2

Upload to AllInvestView

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

3

Track Everything

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

moomoo Portfolio Tracking FAQ

Can I automatically sync my moomoo account with AllInvestView?
Yes! AllInvestView supports automatic syncing with moomoo via SnapTrade. Connect your account in seconds and your portfolio updates automatically.
Does AllInvestView support moomoo multi-market holdings?
Yes. AllInvestView tracks all your moomoo holdings across US, Hong Kong, Singapore, and Australian markets with automatic currency conversion.
Can I track my moomoo options alongside my stock holdings?
Yes. AllInvestView imports your moomoo options with full Greeks tracking, payoff diagrams, and combined P&L analysis with your stock positions.
How do I get my moomoo data into AllInvestView?
Connect your moomoo account automatically via SnapTrade for real-time portfolio syncing. Go to Sync Brokers and click Connect Brokerage to get started.
Does AllInvestView sync with moomoo automatically?
Yes! AllInvestView can automatically sync with moomoo through our secure broker integration. Your portfolio stays up-to-date without manual imports.
Can I track moomoo and other brokers together?
Absolutely! AllInvestView is built for multi-broker portfolios. Import from moomoo, 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 moomoo?
Yes! AllInvestView supports all asset types available at moomoo—stocks, ETFs, bonds, mutual funds, options, and even crypto. Each asset type has specialized tracking features.

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