TD Direct Investing portfolio tracker

Your TD Direct accounts together, with the return over time, dividends on a calendar and the UK tax figure ready.

Connect TD Direct Investing read only, or upload your 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.

GB Est. 2009 FCA FSCS

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 TD Direct Investing does well

What people like about TD Direct Investing, and why they stay.

Access to UK, US, and European markets from one platform.

Tax-efficient ISA and Junior ISA wrappers.

Research tools and educational resources for informed investing.

Regular investing service for automatic monthly purchases.

Part of TD Bank Group with institutional backing.

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 TD Direct Investing account reports each account, not the result after currencies and fees.

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

TD Direct Investing keeps ISA and Junior ISA among its 4 account types with Stocks and Investment Trusts among 5 asset types in GBP and EUR. Holdings at another broker are outside that total.

Add the other accounts. The combined view totals them while keeping each account separate.

TD Direct Investing's ISA and Junior ISA can hold Stocks and Investment Trusts. The account view does not place future distributions on a calendar.

Import the dividend history. The calendar places upcoming payments on their pay dates.

What you get

What AllInvestView does with your TD Direct Investing 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

See your return between two dates

TD Direct Investing customers often hold UK funds alongside shares from overseas markets.

Set a start and end date. The screen shows capital gain, IRR and dividend yield for that period.

See period performance

Portfolio return calculated between two selected dates — The return, capital gain and dividend yield for one selected period.

Trace dividend income from payment to forecast

TD Direct Investing portfolios can receive income from both funds and individual companies.

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 TD Direct Investing funds may repeat companies already owned as direct shares.

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 TD Direct Investing gives you, and what is added here

Area	TD Direct Investing	With AllInvestView
Performance Analytics	The broker tools include basic portfolio value and simple returns.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The broker tools include Annual tax certificate.	The tax report supports FIFO, LIFO, HIFO and average cost.
Dividend Tracking	The broker tools include basic dividend history in statements.	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 account report focuses on positions and account activity.	The risk view shows ratios, value at risk and simulations.
Bond Analytics	The broker tools include basic bond holdings display.	The bond report shows yield, duration, convexity and accrued interest.

Where you file

For investors filing in the United Kingdom

ISA, SIPP and a general account are separate portfolios, and the tax report follows the UK rules.

Sterling as your base currency, with everything foreign converted at the rate of the day

Bed and breakfast handled on the 30 day rule

The annual exemption applied before the rate

Dividend income separated from gains, with the withholding already taken off

Getting started

Getting your TD Direct Investing history in

Export from TD Direct Investing

In AllInvestView, open Sync Brokers and choose TD Direct Investing. Complete the read-only connection.

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 TD Direct Investing

GB • Est. 2009 • Regulated by FCA, FSCS

Asset types StocksETFsBondsMutual FundsInvestment Trusts

Account types ISAStocks & Shares ISAGeneral InvestmentJunior ISA

Currencies GBPUSDEUR

Fees Online share dealing from GBP 8.95 per trade (GBP 5.95 for frequent traders). No platform fee on shares; 0.30% on funds.

Suits UK self-directed investors using TD Direct Investing • ISA holders using TD Direct Investing • Fund investors using TD Direct Investing • Research-oriented investors using TD Direct Investing

More than one account

TD Direct Investing 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

TD Direct Investing and AllInvestView, answered

Can I automatically sync my TD Direct Investing account with AllInvestView?

The read-only connection is direct, not an aggregator. It imports positions and trades but cannot place orders or move money.

Does AllInvestView support TD Direct ISA holdings?

Add each account separately. The combined view totals them while the account filters keep their results apart.

Is the TD Direct Investing connection read only, and is it an aggregator?

The connection to TD Direct Investing is read only. It can see positions and transactions, and it can never place an order or move money. It is a direct broker connection, not a service that logs in with your password on your behalf. Broker sync is part of the paid plans. On the free plan you import a file instead.

Does it show my options with Greeks?

TD Direct Investing 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 TD Direct Investing 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 TD Direct Investing portfolio has really done

Connect the account read only or upload the file. The return, the dividends and the tax figures are waiting on the other side.

Create a free account