Trade Republic portfolio tracker

Your Trade Republic savings plans and shares with the real return, every dividend and a tax report for Germany.

Upload your Trade Republic 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. 2015 BaFin Deutsche Bundesbank

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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 Trade Republic does well

What people like about Trade Republic, and why they stay.

EUR 1 flat fee per trade with free automated savings plans.

Fractional shares starting from EUR 1.

3.25% interest on uninvested cash (as of 2025).

Expanding to 17 EU countries with IBAN banking.

Over 4,000 stocks and 2,000 ETFs available.

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 Trade Republic account shows savings plans and holdings, not the return after tax and FX across accounts.

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

Trade Republic statements cover Stocks, ETFs, Derivatives, Crypto and Bonds in EUR for Individual. They do not compare tax lots under several cost-basis methods.

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

Trade Republic's Individual can hold Stocks and Bonds. 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 Trade Republic 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

Trade Republic users often build ETF savings plans and add a few individual shares or bonds.

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

Trade Republic ETF savings plans can build a steady stream of fund distributions.

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 Trade Republic ETFs may own the same companies beneath different 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 Trade Republic gives you, and what is added here

Area	Trade Republic	With AllInvestView
Performance Analytics	The broker tools include basic portfolio value in mobile app.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The statement supplies transactions for a separate tax calculation.	The tax report supports FIFO, LIFO, HIFO and average cost.
Analytics Depth	The account view focuses on balances and positions.	The dashboard shows return, allocation, income and risk.
Dividend Tracking	Dividend entries stay in the account history.	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.

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 Trade Republic history in

Export from Trade Republic

Open Settings > Documents > Activity in Trade Republic. Choose the date range, export the CSV, then 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 Trade Republic

DE • Est. 2015 • Regulated by BaFin, Deutsche Bundesbank

Asset types StocksETFsDerivativesCryptoBonds

Account types Individual

Currencies EUR

Fees EUR 1 flat fee per trade; free savings plans (Sparplan) on 4,000+ stocks and ETFs. 3.25% interest on uninvested cash (2025).

Suits European savings plan investors using Trade Republic • Cost-conscious EU investors using Trade Republic • Mobile-first investors using Trade Republic • ETF Sparplan users of Trade Republic

More than one account

Trade Republic 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

Trade Republic and AllInvestView, answered

How do I import my Trade Republic 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 support Trade Republic savings plans (Sparplan)?

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

How do I track my Trade Republic portfolio performance?

Choose any start and end date to calculate the return. The dashboard also shows the benchmark and each holding's contribution.

Does AllInvestView track dividend income from my Trade Republic portfolio?

Imported dividends appear in the income history and calendar. The report also shows withholding, net income and yield on cost.

Is the Trade Republic connection read only, and is it an aggregator?

There is no automatic connection for Trade Republic 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?

Trade Republic 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 Trade Republic 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 Trade Republic 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