Unlock Full Analytics for Your TD Direct Portfolio
TD Direct Investing is a UK-based online investment service from TD Bank Group, offering stocks, funds, ETFs, and bonds with research tools and educational resources.
What TD Direct Investing Users Get with AllInvestView
Platform provides basic portfolio overview with limited analytics depth
AllInvestView provides detailed performance charts, time-weighted returns, and portfolio attribution analysis for your TD Direct holdings.
Difficult to track total investment performance across ISA and general accounts
AllInvestView consolidates all your TD Direct accounts into one dashboard with unified performance metrics.
No dividend tracking tools or income projection capabilities
AllInvestView tracks all your dividends with calendar views, yield-on-cost metrics, and forward income projections.
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.
TD Direct Investing vs AllInvestView — Feature Comparison
See what TD Direct Investing's built-in tools offer versus what AllInvestView adds to your investment workflow.
| Feature | TD Direct Investing Built-in | + AllInvestView |
|---|---|---|
| Performance Analytics | Basic portfolio value and simple returns | True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison |
| Tax Reporting | Annual tax certificate | Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support |
| Dividend Tracking | Basic dividend history in statements | Calendar view, income projections, yield-on-cost, ex-date alerts |
| Multi-Broker View | Not available | Consolidate all brokers in one unified dashboard |
| Risk Analytics | Not available | Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios |
| Bond Analytics | Basic bond holdings display | YTM, duration, convexity, accrued interest calculator |
See Your Entire Portfolio at a Glance
Get the complete picture of your TD Direct Investing 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 TD Direct Investing 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
Tax Reports in One Click
Generate capital gains reports for your TD Direct Investing 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
Every Holding, One Clean Table
See all your TD Direct Investing 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
ISA & SIPP Tracking for UK Investors
Track your TD Direct Investing ISA, SIPP, and General Investment Account separately. Capital gains tax reports aligned with HMRC requirements.
TD Direct Investing
Auto-Sync AvailableAbout TD Direct Investing
How to Import Your TD Direct Investing Portfolio
Getting your TD Direct Investing data into AllInvestView takes less than 2 minutes. Here's how:
Export from TD Direct Investing
Connect your TD Direct Investing account automatically via SnapTrade for real-time portfolio syncing.
Upload to AllInvestView
Use our smart CSV importer that automatically maps TD Direct Investing's format. No manual column matching needed.
Track Everything
Instantly see your full portfolio with real-time prices, dividends, and performance metrics.
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TD Direct Investing Portfolio Tracking FAQ
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