moomoo portfolio tracker

Your moomoo stocks and options with the return over time, Greeks on open contracts and the tax lots straight.

Connect moomoo read only (US and Canada only), or upload your 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.

US Est. 2018 SEC FINRA SIPC SFC MAS ASIC

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

Exclusive Broker Partner Reward Open a US or Canadian moomoo brokerage account through AllInvestView, fund it with $100+, and connect it to unlock your reward.

The broker

What moomoo does well

What people like about moomoo, and why they stay.

Free Level 2 market data and Market analytics.

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.

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 moomoo account shows market detail, not what your stocks and options earned across accounts.

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

moomoo keeps Individual and Margin among its 4 account types with Stocks and OTC among 6 asset types in USD and AUD. Holdings at another broker are outside that total.

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

moomoo statements cover Stocks, ETFs, Options, Futures, ADRs and OTC in USD and AUD for Individual and Margin. They do not compare tax lots under several cost-basis methods.

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

What you get

What AllInvestView does with your moomoo 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

See your return between two dates

moomoo users often follow charts and trade shares or options across several markets.

Set a start and end date. The screen shows capital gain, IRR and dividend yield for that period.

See period performance

Portfolio return calculated between two selected dates — The return, capital gain and dividend yield for one selected period.

See option positions with Greeks and expiries

A moomoo options book can include several contracts tied to one underlying 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

Active moomoo trading can produce many purchase lots before a final sale.

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 moomoo gives you, and what is added here

Area	moomoo	With AllInvestView
Performance Analytics	The broker tools include basic P&L per position with charting tools.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The broker tools include 1099 tax form.	The tax report supports FIFO, LIFO, HIFO and average cost.
Dividend Tracking	The broker tools include basic dividend history display.	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 Separate views per market currency.	The return separates market movement from currency movement.
Options Analytics	The broker tools include Options chain and basic Greeks display.	The options view shows premium, profit and loss, and Greeks.
AI Analysis	The account tools focus on brokerage activity.	The assistant can read and explain the portfolio.

Where you file

For investors filing in the United States

Your moomoo history turns into a capital gains report you can take to Schedule D.

Short term and long term split, so the two rates land where they belong

Wash sales flagged inside the 30 day window, across every account you hold here

FIFO, LIFO, HIFO and average cost, compared side by side before you sell

The 3,000 USD annual loss deduction applied the way the rules apply it

Getting started

Getting your moomoo history in

Export from moomoo

US and Canadian moomoo accounts can connect through Sync Brokers. Other regional accounts can use the CSV importer.

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 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.

Suits Active traders using moomoo • Data-driven investors using moomoo • Multi-market investors using moomoo • Options traders using moomoo

More than one account

moomoo 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

moomoo and AllInvestView, answered

Can I automatically sync my moomoo account with AllInvestView?

Automatic sync supports US and Canadian moomoo accounts only. The read-only connection imports positions and trades but cannot place orders or move money.

Does AllInvestView support moomoo multi-market holdings?

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

Can I track my moomoo options alongside my stock holdings?

Calls and puts keep their strike and expiry. The options dashboard shows premiums, profit and loss, delta, gamma, theta and vega.

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

The connection to moomoo is read only and available for us and canada only accounts. It can see positions and transactions, and it can never place an order or move money. It is a direct broker connection, not a service that logs in with your password on your behalf. Broker sync is part of the paid plans. On the free plan you import a file instead.

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 moomoo 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 moomoo portfolio has really done

Connect the account read only or upload the file. The return, the dividends and the tax figures are waiting on the other side.

Create a free account