Scalable Capital is a leading European digital investment platform based in Munich, Germany. It offers both a robo-advisor service and a self-directed broker (Scalable Broker) with flat-rate trading plans starting from free (with 0.99 EUR per trade) or unlimited trades for 4.99 EUR/month. Popular in Germany, Austria, and the UK, Scalable Capital is ideal for long-term ETF investors who use savings plans and want access to over 7,800 stocks and 2,500 ETFs.
Simulate 1,000+ future scenarios. See the probability of hitting your financial goals.
Find your optimal portfolio allocation using Markowitz mean-variance optimization.
Visualize how your holdings move together. Identify diversification gaps at a glance.
Capital gains reports for 14+ countries. FIFO, LIFO, specific ID, and average cost methods.
Track every payment, project future income, and monitor yield-on-cost over time.
Track Delta, Gamma, Theta, Vega, and Rho with visual payoff diagrams.
Ask anything about your portfolio. Get instant analysis powered by AI.
See asset, sector, country, and currency breakdown in one visual dashboard.
See what Scalable Capital's built-in tools offer versus what AllInvestView adds to your investment workflow.
| Feature | Scalable Capital Built-in | + AllInvestView |
|---|---|---|
| Performance Analytics | Basic portfolio value and return percentage | True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison |
| Tax Reporting | Annual tax information document (Jahresdepotauszug) | Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support |
| Dividend Tracking | Basic dividend display in transactions | Calendar view, income projections, yield-on-cost, ex-date alerts |
| Multi-Broker View | Not available | Consolidate all brokers in one unified dashboard |
| Risk Analytics | Risk categories for robo-advisor portfolios only | Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios |
| Sector Analysis | Not available | Full sector and geographic allocation breakdown with visual charts |
| Correlation Analysis | Not available | Full correlation matrix with diversification heatmap |
Get the complete picture of your Scalable Capital investments with intuitive visualizations that show exactly where your money is allocated.
Go beyond simple percentage gains. Understand your true risk-adjusted performance with institutional-quality metrics.
Track every dividend from your Scalable Capital holdings. Know exactly when payments arrive and how your income is growing.
Generate capital gains reports for your Scalable Capital portfolio instantly. Supports 14+ countries with multiple cost basis methods.
See all your Scalable Capital positions with real-time prices, sparkline trends, and instant P&L — exactly the view your broker doesn't give you.
AllInvestView is built for multi-currency portfolios. Track your Scalable Capital investments in EUR, CHF, SEK, or any of 50+ currencies.
Getting your Scalable Capital data into AllInvestView takes less than 2 minutes. Here's how:
1. Log in to your Scalable Capital account at scalable.capital. 2. Click on your profile icon in the top right corner. 3. Navigate to "Documents" or "Mailbox." 4. Look for transaction confirmations or go to "Portfolio" > "Transactions." 5. Use the export/download option to save your transaction history as CSV. 6. Upload the file to AllInvestView.
Use our smart CSV importer that automatically maps Scalable Capital's format. No manual column matching needed.
Instantly see your full portfolio with real-time prices, dividends, and performance metrics.
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