Public portfolio tracker

Your Public stocks, treasuries and crypto in one portfolio, with the return, the tax report and the dividends.

Connect Public read 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. 2019 SEC FINRA SIPC

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 Public does well

What people like about Public, and why they stay.

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

Alpha; investment research assistant.

Treasury bonds starting from USD 100 with listed yields.

Social features with community town halls and investor discussions.

Alternative assets: music royalties, fine art, and more.

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 Public account shows trades and holdings, not the tax figure and return across other brokers.

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

Public statements cover Stocks, ETFs, Crypto, Treasuries, Alternative Assets and Options in USD for Individual and Custodial. They do not compare tax lots under several cost-basis methods.

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

Public keeps Individual and Custodial among its 4 account types with Stocks and Options among 6 asset types in USD. 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 Public 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

A Public portfolio may mix fractional shares with crypto and a few Treasury positions.

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 what you held on one date

A holding sold in Public no longer appears today even though it shaped an earlier balance.

Choose an earlier date. The dashboard rebuilds the holdings, weights, balances and return from that day.

See past holdings

Portfolio holdings and weights rebuilt on a selected past date — The portfolio and every holding as they stood on December 31.

See how each sale changes your tax

Small recurring trades in Public can create many separate purchase lots.

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 Public gives you, and what is added here

Area	Public	With AllInvestView
Performance Analytics	The broker tools include basic portfolio value and simple returns.	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.	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.
AI Research	The broker tools include Alpha AI assistant for stock research.	The assistant can read and explain the portfolio.
Bond Analytics	The broker tools include Treasury bond yields display.	The bond report shows yield, duration, convexity and accrued interest.
Correlation Analysis	The account report does not calculate a holding correlation matrix.	The analysis includes a holding correlation matrix.

Where you file

For investors filing in the United States

Your Public 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 Public history in

Export from Public

In AllInvestView, open Sync Brokers and choose Public. Complete the read-only connection.

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 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.

Suits Socially-conscious investors using Public • Multi-asset investors using Public • PFOF-free advocates using Public • Alternative asset explorers using Public

More than one account

Public 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

Public and AllInvestView, answered

Can I automatically sync my Public account with AllInvestView?

The read-only connection is direct, not an aggregator. It imports positions and trades but cannot place orders or move money.

Does AllInvestView track Public.com crypto and alternative assets?

Imported assets remain separate holdings in one portfolio. The dashboard reports allocation and return for each position.

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

The connection to Public is read only. 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 Public 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 Public 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