Can I track my Nutmeg portfolio with AllInvestView?

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

Can I generate tax reports for my Nutmeg investments?

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

Nutmeg Portfolio Tracker

See How Your Nutmeg Portfolio Really Performs

Nutmeg is the UK's largest digital wealth manager (robo-advisor), now owned by JPMorgan Chase. It offers professionally managed portfolios across ISAs, Lifetime ISAs, SIPPs, Junior ISAs, and general investment accounts. With three investment styles (Fixed Allocation, Fully Managed, and Socially Responsible), Nutmeg is ideal for hands-off UK investors who want diversified, professionally managed ETF portfolios without picking individual stocks.

GB Est. 2011 FCA FSCS

Professionally managed ETF portfolios by JPMorgan Chase

Three investment styles: Fixed Allocation, Fully Managed, and Socially Responsible

Full range of UK tax wrappers including Lifetime ISA

Automatic rebalancing to maintain target allocation

Risk-level selection from 1 (conservative) to 10 (aggressive)

Get Started Free Live Demo

No credit card required Free forever 30-second signup

What Nutmeg Users Get with AllInvestView

Limited transparency into individual ETF holdings and their performance

AllInvestView breaks down your Nutmeg portfolio into individual ETF positions, showing performance, allocation, and fees for each component.

No ability to track Nutmeg alongside self-directed investments at other brokers

Import your Nutmeg holdings into AllInvestView and combine with any other broker for a complete view of your total investment portfolio.

Performance reporting shows only portfolio-level returns without deep analytics

AllInvestView provides IRR calculations, benchmark comparisons, and risk metrics to evaluate whether Nutmeg's managed approach is delivering value.

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.

Nutmeg vs AllInvestView — Feature Comparison

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

Feature	Nutmeg Built-in	+ AllInvestView
Performance Analytics	Portfolio-level returns and growth chart	True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Portfolio Management	Fully managed with automatic rebalancing	Self-directed analytics with allocation insights and rebalancing suggestions
Tax Reporting	Basic annual tax pack	Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Multi-Broker View	Not available — Nutmeg only	Consolidate all brokers in one unified dashboard
Dividend Tracking	Dividends reinvested automatically, limited visibility	Calendar view, income projections, yield-on-cost, ex-date alerts
Risk Analytics	Risk level selection (1-10) with portfolio matching	Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios
Fee Analysis	Shows management fee percentage	Total cost analysis including management fees, fund costs, and impact on returns

See Your Entire Portfolio at a Glance

Get the complete picture of your Nutmeg 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 Nutmeg 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 Nutmeg 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 Nutmeg 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

ISA & SIPP Tracking for UK Investors

Track your Nutmeg ISA, SIPP, and General Investment Account separately. Capital gains tax reports aligned with HMRC requirements.

GBP base currency with automatic FX conversion

UK capital gains tax allowance tracking

Dividend tax reporting for UK residents

ISA and SIPP performance analytics

Nutmeg

CSV Import

Start Free Trial Track Nutmeg in 2 minutes

200k+

Stocks, ETFs, bonds & crypto supported

50+

Currencies for global investors

80+

Exchanges worldwide

About Nutmeg

GB • Est. 2011 • Regulated by FCA, FSCS

Asset Types ETFsManaged Portfolios

Account Types ISALifetime ISASIPPJunior ISAGeneral Investment Account

Currencies GBP

Fees Annual management fee: 0.75% (Fixed Allocation), 0.75% (Fully Managed), 0.75% (Socially Responsible). Plus underlying ETF costs ~0.15-0.20%.

Best For Hands-off UK investors • Beginners who prefer managed portfolios • ISA and LISA savers • Investors wanting socially responsible options

How to Import Your Nutmeg Portfolio

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

Export from Nutmeg

1. Log in to your Nutmeg account at nutmeg.com. 2. Navigate to your pot (account). 3. Click on "Transactions" or "Activity." 4. Nutmeg may offer a downloadable statement or you can request a transaction export via their support. 5. Download the CSV/PDF and upload to AllInvestView.

Upload to AllInvestView

Use our smart CSV importer that automatically maps Nutmeg'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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Nutmeg Portfolio Tracking FAQ

Can I track my Nutmeg managed portfolio in AllInvestView?

Yes! Download your Nutmeg transaction history or statements and import them into AllInvestView for detailed performance analytics beyond what Nutmeg shows.

Why would I need AllInvestView if Nutmeg manages my portfolio?

AllInvestView adds independent performance verification, benchmark comparison, and the ability to see your Nutmeg investments alongside any other broker accounts in one place.

How do I get my Nutmeg data into AllInvestView?

Does AllInvestView sync with Nutmeg automatically?

Currently, Nutmeg 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 Nutmeg and other brokers together?

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

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