Elevate Your Questrade Portfolio with Advanced Analytics
Questrade is Canada's fastest-growing online brokerage, offering low-cost trades, free ETF purchases, and registered accounts (TFSA, RRSP).
What Questrade Does Well
Commission-free ETF purchases — ideal for Canadian index investors
Supports TFSA, RRSP, RESP, and other registered Canadian accounts
Competitive options pricing at $4.95 + $0.75/contract
Well-regarded among Canadian DIY investors and Couch Potato portfolios
When Does an External Tracker Add Value?
Portfolio analytics are basic compared to what serious investors need
AllInvestView provides advanced performance analytics, sector breakdowns, and multi-currency reporting for your Questrade portfolio.
Tracking performance across TFSA, RRSP, and margin accounts is cumbersome
AllInvestView lets you view each account separately or combined into one total portfolio dashboard.
Limited capital gains and dividend reporting for Canadian tax filing
Generate detailed capital gains reports and dividend income summaries formatted for Canadian tax requirements.
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.
Questrade vs AllInvestView — Feature Comparison
See what Questrade's built-in tools offer versus what AllInvestView adds to your investment workflow.
| Feature | Questrade Built-in | + AllInvestView |
|---|---|---|
| Performance Analytics | Basic portfolio summary and reports | True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison |
| Tax Reporting | Limited — T5008 tax slips only | Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support |
| Registered Account Tracking | TFSA/RRSP balances shown separately | Combined or individual views across TFSA, RRSP, and margin accounts |
| Multi-Broker View | Not available — Questrade only | Consolidate all brokers in one unified dashboard |
| Dividend Tracking | Basic dividend history | Calendar view, income projections, yield-on-cost, ex-date alerts |
| Risk Analytics | Not available | Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios |
| Dual-Currency Analytics | CAD/USD account display | Automatic conversion to base currency with FX impact analysis |
See Your Entire Portfolio at a Glance
Get the complete picture of your Questrade 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 Questrade 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
Tax Reports in One Click
Generate capital gains reports for your Questrade 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
Every Holding, One Clean Table
See all your Questrade 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
TFSA & RRSP Tracking for Canadian Investors
Track your Questrade TFSA, RRSP, and non-registered accounts with CAD as base currency.
About Questrade
How to Import Your Questrade Portfolio
Getting your Questrade data into AllInvestView takes less than 2 minutes. Here's how:
Export from Questrade
In Questrade, go to Reports > Account Activity and export your transactions as CSV.
Upload to AllInvestView
Use our smart CSV importer that automatically maps Questrade'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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Track All Your Brokers Together
Got investments at multiple brokers? AllInvestView consolidates everything into one view:
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Questrade Portfolio Tracking FAQ
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