Robinhood portfolio tracker

Your Robinhood trades, with the real return, the tax figure and the dividends coming, all in one place.

Connect Robinhood 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. 2013 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 Robinhood does well

What people like about Robinhood, and why they stay.

Commission-free trading; no fees on stocks, ETFs, options, or crypto.

Plain interface used by beginning investors.

Fractional shares starting at $1; makes expensive stocks accessible.

24/5 extended hours trading available for most US equities.

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 Robinhood account makes trades easy to see, but not taxes, dividends ahead and every account together.

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

Your Robinhood transaction history is the starting point for working out gains and comparing cost-basis methods.

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

Your Robinhood balance only tells part of the story when you also hold investments with another broker.

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

What you get

What AllInvestView does with your Robinhood 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 Robinhood history often starts with fractional shares and grows into options or crypto trades.

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 option positions with Greeks and expiries

Robinhood options traders may have short contracts, assignments and the resulting shares together.

The options dashboard totals profit and loss, premium, theta and delta. It also places open expiries on a timeline.

Open the options dashboard

Options dashboard with profit and loss, Greeks and expiries — Open contracts, premium, theta, delta and expiries in one view.

See where your Robinhood portfolio is concentrated

Your allocation chart shows the weight of each holding. If you own a company directly and through an ETF, the fund name alone hides that overlap.

Open Portfolio X-Ray to combine direct shares with available underlying fund holdings. Compare the largest company exposures and see where your ETFs overlap.

Explore portfolio concentration

Portfolio X-Ray combining direct shares and underlying ETF holdings — A demonstration portfolio showing company exposure and overlapping funds.

What Robinhood gives you, and what is added here

Area	Robinhood	With AllInvestView
Performance Analytics	The broker tools include Simple P&L chart per position.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The statement supplies transactions for a separate tax calculation.	The tax report supports FIFO, LIFO, HIFO and average cost.
Dividend Tracking	Dividend entries stay in the account 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.
Bond Analytics	Bonds appear in the account view as positions.	The bond report shows yield, duration, convexity and accrued interest.
Options Analytics	The broker tools include basic options P&L display.	The options view shows premium, profit and loss, and Greeks.
AI Analysis	The account tools focus on brokerage activity.	The assistant can read and explain the portfolio.

Where you file

For investors filing in the United States

Your Robinhood 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 Robinhood history in

Export from Robinhood

Open Account > Statements & History in Robinhood. Download the account history as CSV and upload it 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.

Connect RobinhoodThe read only setup, step by step

Import from RobinhoodWhere the export lives and what to upload

Create a free accountNo card. One portfolio and 10 stock holdings.

About Robinhood

US • Est. 2013 • Regulated by SEC, FINRA, SIPC

Asset types StocksETFsOptionsFuturesCrypto

Account types IndividualIRARoth IRA

Currencies USD

Fees Commission free Commission-free stocks, ETFs, and options. No per-contract options fees. Robinhood Gold at USD 5/month for margin and research.

Suits Beginner investors using Robinhood • Mobile-first traders using Robinhood • Options beginners using Robinhood • IRA investors seeking contribution match using Robinhood

More than one account

Robinhood 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

Robinhood and AllInvestView, answered

Can I automatically sync my Robinhood account with AllInvestView?

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

How can I see my Robinhood portfolio allocation?

Connect Robinhood or import its history, then open the portfolio dashboard to see the weights of your holdings. Portfolio X-Ray also shows exposure held through ETFs alongside shares you own directly, using available fund holdings.

Does AllInvestView track my Robinhood crypto and options?

Calls and puts keep their strike and expiry. The options dashboard shows premiums, profit and loss, delta, gamma, theta and vega.

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

The connection to Robinhood 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 Robinhood 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 Robinhood 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