Can I track my Schwab portfolio with AllInvestView?

Yes! AllInvestView fully supports Schwab portfolio tracking. You can sync automatically or import your transactions via CSV to track all your Schwab investments.

Can I generate tax reports for my Schwab investments?

Yes, AllInvestView provides comprehensive tax reporting for Schwab portfolios, including capital gains calculations, dividend income tracking, and tax-loss harvesting suggestions.

Schwab Portfolio Tracker

Get Deeper Insights from Your Charles Schwab Portfolio

Charles Schwab is one of America's largest brokerages, known for excellent customer service, research, and a full range of investment products. Supports 401(k) rollovers, IRAs, Roth IRAs, and HSAs.

US Est. 1971 SEC FINRA SIPC

Full-service brokerage with award-winning customer service

Schwab Intelligent Portfolios (robo-advisor) with no advisory fees

Comprehensive retirement planning tools and 401(k) rollovers

Thinkorswim platform (from TD Ameritrade acquisition) for active traders

Extensive branch network for in-person support

Get Started Free Live Demo

No credit card required Free forever 30-second signup

What Schwab Does Well

Award-winning customer service with extensive US branch network for in-person support

Thinkorswim platform (from TD Ameritrade) — best-in-class for active traders

Comprehensive retirement planning with 401(k) rollovers, IRAs, Roth IRAs, HSAs

No account minimums and commission-free stock/ETF trades

Schwab Intelligent Portfolios robo-advisor with no advisory fees

When Does an External Tracker Add Value?

Portfolio analytics are spread across multiple tools and interfaces

AllInvestView consolidates all your Schwab holdings into one clean dashboard with instant performance metrics.

Tracking performance across brokerage, IRA, and 401(k) accounts requires manual effort

AllInvestView syncs all your Schwab accounts and shows combined or individual performance in one place.

Post-TD Ameritrade merger transition creates temporary navigation confusion

AllInvestView gives you a stable, unified view of your portfolio regardless of platform changes at Schwab.

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.

Schwab vs AllInvestView — Feature Comparison

See what Schwab's built-in tools offer versus what AllInvestView adds to your investment workflow.

Feature	Schwab Built-in	+ AllInvestView
Performance Analytics	StreetSmart Edge with basic performance charts	True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Tax Reporting	1099-B and realized gain/loss reports	Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Multi-Broker View	Not available — Schwab accounts only	Consolidate all brokers in one unified dashboard
Risk Analytics	Thinkorswim risk/reward analysis and probability tools	Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios for full portfolio
Dividend Tracking	Basic dividend history in account statements	Calendar view, income projections, yield-on-cost, ex-date alerts
Correlation Analysis	Not available	Full correlation matrix with diversification heatmap
AI Analysis	Not available	AI-powered portfolio assistant for analysis

See Your Entire Portfolio at a Glance

Get the complete picture of your Schwab 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 Schwab 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 Schwab 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 Schwab 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

Try the Live Demo

Explore a real portfolio — no signup needed

Tax Reporting for US Investors

Generate Schedule D-ready capital gains reports from your Schwab portfolio. AllInvestView supports FIFO, LIFO, specific identification, and average cost methods.

Compatible with Schwab 1099-B data

Automatic wash sale rule detection

IRA and Roth IRA contribution tracking

Short-term vs long-term capital gains split

Schwab

Auto-Sync Available

Connect Schwab Step-by-step auto-sync setup

Import from Schwab CSV export & upload guide

Start Free Trial Track Schwab in 2 minutes

200k+

Stocks, ETFs, bonds & crypto supported

50+

Currencies for global investors

80+

Exchanges worldwide

About Schwab

US • Est. 1971 • Regulated by SEC, FINRA, SIPC

Asset Types StocksETFsOptionsFuturesBondsMutual FundsCDs

Account Types IndividualJointIRARoth IRASEP IRASIMPLE IRA401(k) RolloverCustodialTrustHSA

Currencies USD

Fees Commission Free Commission-free stocks and ETFs; options at USD 0.65/contract. No account minimums.

Best For Long-term investors • Retirement planners • Full-service seekers • Active traders (via Thinkorswim)

How to Import Your Schwab Portfolio

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

Export from Schwab

In Schwab, go to Accounts > History > Export. Select CSV format and your date range.

Upload to AllInvestView

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

Track Everything

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

Similar Brokers to Schwab

Investors using Schwab also track these brokers with AllInvestView:

Fidelity

Vanguard US

E*TRADE

Robinhood

Interactive Brokers

Merrill Edge

Track All Your Brokers Together

Got investments at multiple brokers? AllInvestView consolidates everything into one view:

Robinhood

Schwab

Vanguard US

Webull US

Webull Canada

E*TRADE

Interactive Brokers

Trading 212

DEGIRO

Freetrade

Revolut

TradeStation

Tradier

Questrade

Wealthsimple

Alpaca

Swissquote

TradeStation Global

Lynx

BUX

Stake AUS

Stake UK

Commsec

Binance

Coinbase

Kraken

Unocoin

Upstox

Zerodha

moomoo

Trade Republic

Scalable Capital

eToro

XTB

Lightyear

Flatex

Bitpanda

Saxo Bank

Plus500

Capital.com

Hargreaves Lansdown

interactive investor

Nutmeg

SoFi

Ally Invest

Merrill Edge

Firstrade

Acorns

Fidelity

Chase

Wells Fargo

AJ Bell

TD Direct Investing

Empower

tastytrade

Public

Browse all 57 supported brokers →

Schwab Portfolio Tracking FAQ

Can I sync my Schwab accounts automatically with AllInvestView?

Yes! AllInvestView supports automatic syncing with Charles Schwab via SnapTrade. Connect your brokerage and retirement accounts for real-time tracking.

Does AllInvestView work with former TD Ameritrade accounts now at Schwab?

Yes. Whether your account originated at Schwab or TD Ameritrade, AllInvestView syncs seamlessly with your current Schwab account.

Can I track my Schwab Intelligent Portfolios in AllInvestView?

Yes. All holdings in your Schwab accounts, including Intelligent Portfolios positions, are synced and tracked with full performance analytics.

How do I get my Schwab data into AllInvestView?

In Schwab, go to Accounts > History > Export. Select CSV format and your date range.

Does AllInvestView sync with Schwab automatically?

Yes! AllInvestView can automatically sync with Schwab through our secure broker integration. Your portfolio stays up-to-date without manual imports.

Can I track Schwab and other brokers together?

Absolutely! AllInvestView is built for multi-broker portfolios. Import from Schwab, 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 Schwab?

Yes! AllInvestView supports all asset types available at Schwab—stocks, ETFs, bonds, mutual funds, options, and even crypto. Each asset type has specialized tracking features.