Plus500 portfolio tracker

Your Plus500 results next to the investments you own, with one return for everything.

Upload your Plus500 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.

IL Est. 2008 FCA CySEC ASIC MAS FMA New Zealand FSCA South Africa ISA Israel

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 Plus500 does well

What people like about Plus500, and why they stay.

Zero commission trading with listed spreads.

CFDs on 2,800+ instruments across global markets.

Simple, straightforward platform designed for ease of use.

Risk management tools including guaranteed stop loss.

Plus500 Invest for direct share dealing (select markets).

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 Plus500 account shows open and closed trades, not a long-term return beside owned investments.

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

Plus500's Individual and Invest can hold CFDs on Stocks and ETFs. The account view does not place future distributions on a calendar.

Import the dividend history. The calendar places upcoming payments on their pay dates.

Plus500 keeps Individual and Invest among its 3 account types with CFDs on Stocks and ETFs among 7 asset types in USD and ZAR. Holdings at another broker are outside that total.

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

What you get

What AllInvestView does with your Plus500 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

A Plus500 history is mainly a run of CFD positions opened and closed across different markets.

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 how each sale changes your tax

A Plus500 export can have many cash gains and losses without a long-term holding left behind.

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.

Choose the tax rules for your country

Plus500 customers still need the tax rules that apply to CFD activity where they file.

The tax rules page lists country presets, rates and local rules. Pick the jurisdiction that applies to the portfolio.

See tax rules by country

Country tax presets with rates and local capital gains rules — Country presets with their rates and local tax rules.

What Plus500 gives you, and what is added here

Area	Plus500	With AllInvestView
Performance Analytics	The broker tools include real-time P&L on open positions.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The broker tools include Account statement with trade history.	The tax report supports FIFO, LIFO, HIFO and average cost.
Portfolio Overview	The broker tools include Open positions view with real-time prices.	The dashboard shows 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 Dividend adjustments on CFD positions.	The dividend view shows the calendar, income and yield on cost.
Risk Analytics	The broker tools include Guaranteed stop loss and negative balance protection.	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 Plus500 history in

Export from Plus500

Open Account > Account Statement in Plus500. Choose the date range, download CSV or Excel, then upload the file 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 Plus500

IL • Est. 2008 • Regulated by FCA, CySEC, ASIC, MAS, FMA New Zealand, FSCA South Africa, ISA Israel

Asset types CFDs on StocksForexCommoditiesCryptoIndicesOptionsETFs

Account types IndividualCFDPlus500 Invest

Currencies USDEURGBPAUDSGDNZDZAR

Fees Commission free Zero commission; revenue comes from bid-ask spreads. Overnight funding fees on leveraged positions. No deposit fees.

Suits CFD traders using Plus500 • Traders seeking a simple platform using Plus500 • Short-term and leveraged traders using Plus500

More than one account

Plus500 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

Plus500 and AllInvestView, answered

Can I track my Plus500 Invest share positions in AllInvestView?

Import the holdings and transaction history. The dashboard keeps each position separate and includes it in return, allocation and tax reports.

Does AllInvestView work with Plus500 CFD accounts?

Imported CFD activity can be kept with the rest of the account. Cash adjustments and closed trades stay in the dated history.

Is the Plus500 connection read only, and is it an aggregator?

There is no automatic connection for Plus500 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 Plus500 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 Plus500 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