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Analyze Your Scalable Capital Portfolio with Precision

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.

DE Est. 2014 BaFin Deutsche Bundesbank
Flat-rate trading plans with unlimited trades for EUR 4.99/month
Over 2,500 ETFs available for free savings plans (Sparplan)
Robo-advisor with globally diversified portfolios
Crypto ETPs available alongside traditional investments
PRIME+ subscription includes PRIME ETF partners at no extra cost
No credit card required Free forever 30-second signup

What Scalable Capital Users Get with AllInvestView

Basic portfolio overview with limited performance analytics and benchmarking

AllInvestView provides detailed performance charts, time-weighted returns, and benchmark comparison for your Scalable Capital portfolio.

No capital gains reporting or tax-lot tracking for German tax obligations

AllInvestView generates comprehensive capital gains reports with FIFO tracking and multi-country tax support.

Cannot see Scalable Capital holdings alongside accounts at other brokers

AllInvestView combines your Scalable Capital 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.

Scalable Capital vs AllInvestView — Feature Comparison

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
Portfolio Dashboard Portfolio Dashboard

See Your Entire Portfolio at a Glance

Get the complete picture of your Scalable Capital 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
Portfolio Analytics Portfolio Analytics

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
Dividend Tracking Dividend Tracking

Master Your Dividend Income

Track every dividend from your Scalable Capital 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 Scalable Capital 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 Scalable Capital 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

Tools for European Investors

AllInvestView is built for multi-currency portfolios. Track your Scalable Capital investments in EUR, CHF, SEK, or any of 50+ currencies.

Multi-currency support with live FX rates
Capital gains tax reports for Germany, Spain, France, Italy, Netherlands
Withholding tax tracking on foreign dividends
Spain Modelo 720 foreign asset declaration
200k+
Stocks, ETFs, bonds & crypto supported
50+
Currencies for global investors
80+
Exchanges worldwide
Scalable Capital

About Scalable Capital

DE • Est. 2014 • Regulated by BaFin, Deutsche Bundesbank
Asset Types StocksETFsMutual FundsCrypto ETPsBonds
Account Types IndividualRobo-Advisor
Currencies EUR
Fees FREE Broker: EUR 0.99/trade. PRIME+: EUR 4.99/month for unlimited trades. Free savings plans on 2,500+ ETFs. Robo-advisor from 0.75% AUM.
Best For European ETF investors • Savings plan users • Cost-conscious German investors • Robo-advisor seekers

How to Import Your Scalable Capital Portfolio

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

1

Export from Scalable Capital

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.

2

Upload to AllInvestView

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

3

Track Everything

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

Similar Brokers to Scalable Capital

Scalable Capital Portfolio Tracking FAQ

How do I import my Scalable Capital trades into AllInvestView?
Export your transaction history as CSV from Scalable Capital (Documents > Transactions), then upload the file to AllInvestView. We automatically recognize the Scalable Capital format.
Does AllInvestView track Scalable Capital savings plans?
Yes. All your savings plan (Sparplan) purchases are imported as individual trades, so you can track cost basis and performance of each position over time.
Can I track my Scalable Capital robo-advisor portfolio?
Yes. Import your robo-advisor transactions to AllInvestView for detailed performance analytics, sector breakdowns, and comparison with benchmarks.
How do I get my Scalable Capital data into AllInvestView?
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.
Does AllInvestView sync with Scalable Capital automatically?
Currently, Scalable Capital data is imported via CSV export. We're constantly adding new broker integrations. Once you import your data, prices update automatically in real-time.
Can I track Scalable Capital and other brokers together?
Absolutely! AllInvestView is built for multi-broker portfolios. Import from Scalable Capital, 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 Scalable Capital?
Yes! AllInvestView supports all asset types available at Scalable Capital—stocks, ETFs, bonds, mutual funds, options, and even crypto. Each asset type has specialized tracking features.

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