Can I track my Public portfolio with AllInvestView?

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

Can I generate tax reports for my Public investments?

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

Public Portfolio Tracker

Get Professional Insights for Your Public.com Portfolio

Public is a commission-free investing platform offering stocks, ETFs, crypto, treasuries, and alternative assets. Known for its social features and community-driven investing approach.

US Est. 2019 SEC FINRA SIPC

Commission-free trading with no payment for order flow (PFOF)

Alpha — AI-powered investment research assistant

Treasury bonds starting from USD 100 with competitive yields

Social features with community town halls and investor discussions

Alternative assets: music royalties, fine art, and more

Get Started Free Live Demo

No credit card required Free forever 30-second signup

What Public Users Get with AllInvestView

Limited portfolio analytics beyond basic performance display

AllInvestView provides detailed performance charts, IRR/XIRR returns, and portfolio attribution analysis for your Public holdings.

Tax reporting for mixed asset classes (stocks, crypto, alternatives) can be complex

AllInvestView generates comprehensive capital gains reports covering all your Public asset types with wash sale detection.

Cannot consolidate Public holdings with accounts at other brokerages

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

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.

Public vs AllInvestView — Feature Comparison

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

Feature	Public Built-in	+ AllInvestView
Performance Analytics	Basic portfolio value and simple returns	True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Tax Reporting	1099 tax form	Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Dividend Tracking	Basic dividend history	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
AI Research	Alpha AI assistant for stock research	AI-powered portfolio assistant for personalized analysis
Bond Analytics	Treasury bond yields display	YTM, duration, convexity, accrued interest calculator
Correlation Analysis	Not available	Full correlation matrix with diversification heatmap

See Your Entire Portfolio at a Glance

Get the complete picture of your Public 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 Public 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 Public 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 Public 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 Public portfolio. AllInvestView supports FIFO, LIFO, specific identification, and average cost methods.

Compatible with Public 1099-B data

Automatic wash sale rule detection

IRA and Roth IRA contribution tracking

Short-term vs long-term capital gains split

Public

Auto-Sync Available

Start Free Trial Track Public in 2 minutes

200k+

Stocks, ETFs, bonds & crypto supported

50+

Currencies for global investors

80+

Exchanges worldwide

About Public

US • Est. 2019 • Regulated by SEC, FINRA, SIPC

Asset Types StocksETFsCryptoTreasuriesAlternative AssetsOptions

Account Types IndividualIRARoth IRACustodial

Currencies USD

Fees Commission Free Commission-free stocks and ETFs. No payment for order flow (PFOF). Options at USD 0. Crypto with 1-2% spread. Premium at USD 10/month.

Best For Socially-conscious investors • Multi-asset investors • PFOF-free advocates • Alternative asset explorers

How to Import Your Public Portfolio

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

Export from Public

Connect your Public account automatically via SnapTrade for real-time portfolio syncing.

Upload to AllInvestView

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

Track Everything

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

Similar Brokers to Public

Investors using Public also track these brokers with AllInvestView:

Robinhood

SoFi

Webull US

Schwab

Fidelity

moomoo

Track All Your Brokers Together

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

Robinhood

Schwab

Vanguard US

Webull US

E*TRADE

Interactive Brokers

Trading 212

DEGIRO

Freetrade

Revolut

TradeStation

Tradier

Questrade

Wealthsimple

Alpaca

Swissquote

TradeStation Global

Lynx

BUX

Stake AUS

Stake UK

Commsec

Binance

Coinbase

Kraken

Unocoin

Upstox

Zerodha

moomoo

Trade Republic

Scalable Capital

eToro

XTB

Lightyear

Flatex

Bitpanda

Saxo Bank

Plus500

Capital.com

Hargreaves Lansdown

interactive investor

Nutmeg

SoFi

Ally Invest

Merrill Edge

Firstrade

Acorns

Fidelity

Chase

Wells Fargo

AJ Bell

TD Direct Investing

Empower

tastytrade

Public

Public Portfolio Tracking FAQ

Can I automatically sync my Public account with AllInvestView?

Yes! AllInvestView supports automatic syncing with Public via SnapTrade. Your stocks, ETFs, and other holdings sync automatically.

Does AllInvestView track Public.com crypto and alternative assets?

Yes. AllInvestView tracks all your Public holdings including stocks, ETFs, and crypto with full performance analytics. Alternative assets can be tracked as custom assets.

How do I get my Public data into AllInvestView?

Connect your Public account automatically via SnapTrade for real-time portfolio syncing.

Does AllInvestView sync with Public automatically?

Yes! AllInvestView can automatically sync with Public through our secure broker integration. Your portfolio stays up-to-date without manual imports.

Can I track Public and other brokers together?

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

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