Scalable Capital portfolio tracker

Your Scalable Capital ETFs and shares with the return after FX, the dividends ahead and a German tax report.

Upload your Scalable Capital 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.

DE Est. 2014 BaFin Deutsche Bundesbank

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 Scalable Capital does well

What people like about Scalable Capital, and why they stay.

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.

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 Scalable Capital account shows portfolios and plans, not the tax result across every investment account.

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

Scalable Capital statements cover Stocks, ETFs, Mutual Funds, Crypto ETPs and Bonds in EUR for Individual and Robo-Advisor. They do not compare tax lots under several cost-basis methods.

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

Scalable Capital keeps Individual and Robo-Advisor with Stocks and Bonds among 5 asset types in EUR. 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 Scalable Capital 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

Review every row before you import it

Scalable Capital customers often use ETF savings plans for the core of a long-term portfolio.

Upload the transaction file and review the mapped columns and rows. Nothing is added until you confirm the import.

Review a file import

Import review with mapped columns and validated transaction rows — Mapped columns and validated rows ready for review.

Trace dividend income from payment to forecast

Scalable Capital funds can pay income on different dates even within one savings plan.

The report totals gross, withheld and net dividend income. It also shows payment history by company and a 12-month forecast.

Open the dividend report

Dividend report with payment history and a forward income forecast — Dividend income, payment history by company and the 12-month forecast.

See what sits inside your funds

Several Scalable Capital ETFs may repeat the same companies beneath their fund names.

Portfolio X-Ray opens each fund and combines repeated underlying holdings. It shows overlap and concentration across the portfolio.

Open Portfolio X-Ray

ETF look-through with underlying holdings, overlap and concentration — Fund holdings opened up to show overlap and concentration.

What Scalable Capital gives you, and what is added here

Area	Scalable Capital	With AllInvestView
Performance Analytics	The broker tools include basic portfolio value and return percentage.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The broker tools include Annual tax information document (Jahresdepotauszug).	The tax report supports FIFO, LIFO, HIFO and average cost.
Dividend Tracking	The broker tools include basic dividend display in transactions.	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 broker tools include Risk categories for robo-advisor portfolios.	The risk view shows ratios, value at risk and simulations.
Sector Analysis	Sector detail stays within the account view.	The allocation view groups holdings by sector.
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 Europe

Three or four currencies in one portfolio is the normal case here.

Every position keeps its own currency and converts to the base you pick

Capital gains rules for Germany, Spain, France, Italy, Ireland, Switzerland, Sweden, Denmark and Finland

Withholding tax on foreign dividends tracked per country

The Spanish Modelo 720 declaration built from your holdings

Getting started

Getting your Scalable Capital history in

Export from Scalable Capital

Open Portfolio > Transactions in Scalable Capital. Download the transaction 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.

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

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.

Suits European ETF investors using Scalable Capital • Savings plan users of Scalable Capital • Cost-conscious German investors using Scalable Capital • Robo-advisor seekers using Scalable Capital

More than one account

Scalable Capital 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

Scalable Capital and AllInvestView, answered

How do I import my Scalable Capital trades into AllInvestView?

Export the transaction history as CSV and upload it. The review screen shows the mapped rows before anything is added.

Does AllInvestView track Scalable Capital savings plans?

Imported fund and fractional transactions stay with their purchase dates and quantities. They feed return, allocation and tax lots.

Can I track my Scalable Capital robo-advisor portfolio?

Import the underlying holdings and transactions. The manager still runs the account; the dashboard measures its return and allocation.

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

There is no automatic connection for Scalable Capital yet. You export your transaction history and upload the file, so nothing of yours is ever logged into.

Does it show my options with Greeks?

Scalable Capital does not offer options, so there is nothing to read here from this account. If you trade options at another broker, add that account and the options dashboard covers it: delta, gamma, theta, vega and rho per position.

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 Scalable Capital 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 Scalable Capital portfolio has really done

Upload your transaction history. The return, the dividends and the tax figures are waiting on the other side.

Create a free account