Tradier portfolio tracker

Your Tradier options book with Greeks, premium collected and the return for the whole account.

Upload your Tradier 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.

US Est. 2012 SEC FINRA SIPC

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 Tradier does well

What people like about Tradier, and why they stay.

Brokerage-as-a-service with useful API for third-party platform integration.

Commission-free stock and ETF trading.

Low USD 0.35/contract options pricing.

Integrates with popular trading platforms like tradingview and others.

Developer-friendly REST API for custom trading applications.

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.

Tradier provides trading tools for Stocks and Options across Individual and Trust in USD. They do not rebuild the whole portfolio on an earlier date.

Choose a past date. The dashboard rebuilds the holdings, weights, balances and return from that day.

Tradier statements cover Stocks, ETFs and Options in USD for Individual and Trust. They do not compare tax lots under several cost-basis methods.

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

Tradier keeps Individual and Trust among its 6 account types with Stocks and Options among 3 asset types in USD. 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 Tradier 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

Tradier is commonly used behind trading tools by investors who trade shares and options often.

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.

See option positions with Greeks and expiries

A Tradier options book can hold several strikes and expiries against one stock.

The options dashboard totals profit and loss, premium, theta and delta. It also places open expiries on a timeline.

Open the options dashboard

Options dashboard with profit and loss, Greeks and expiries — Open contracts, premium, theta, delta and expiries in one view.

See how each sale changes your tax

Repeated Tradier option trades need to stay linked to the shares behind them for tax.

Choose FIFO, LIFO, HIFO or average cost. The report shows realized gains, unrealized gains, dividends and estimated tax.

Open the tax report

Tax report with cost basis, gains, dividends and estimated tax — Tax lots, gains, dividends and estimated tax in one report.

What Tradier gives you, and what is added here

Area	Tradier	With AllInvestView
Portfolio Dashboard	The broker tools include basic account overview.	The dashboard shows value, return and allocation.
Performance Analytics	The broker tools include basic position-level P&L.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The broker tools include 1099-B tax forms.	The tax report supports FIFO, LIFO, HIFO and average cost.
Multi-Broker View	The account view covers holdings kept with this broker.	Accounts from several brokers can be viewed together.
Dividend Tracking	Dividend entries stay in the account history.	The dividend view shows the calendar, income and yield on cost.
Risk Analytics	The account report focuses on positions and account activity.	The risk view shows ratios, value at risk and simulations.
Options Analytics	The broker tools include Options chains via API and partner platforms.	The options view shows premium, profit and loss, and Greeks.

Where you file

For investors filing in the United States

Your Tradier history turns into a capital gains report you can take to Schedule D.

Short term and long term split, so the two rates land where they belong

Wash sales flagged inside the 30 day window, across every account you hold here

FIFO, LIFO, HIFO and average cost, compared side by side before you sell

The 3,000 USD annual loss deduction applied the way the rules apply it

Getting started

Getting your Tradier history in

Export from Tradier

Open Account > History in Tradier. Export the trades as CSV and upload the file 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 Tradier

US • Est. 2012 • Regulated by SEC, FINRA, SIPC

Asset types StocksETFsOptions

Account types IndividualJointIRARoth IRACorporateTrust

Currencies USD

Fees Commission free Commission-free stock trades; options USD 0.35/contract. Monthly subscription plans available for active traders.

Suits Developers building trading tools using Tradier • Options traders seeking low per-contract fees using Tradier • Users of third-party trading platforms using Tradier • API-first traders using Tradier

More than one account

Tradier 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

Tradier and AllInvestView, answered

Can I sync my Tradier account with AllInvestView?

This account uses file import. Upload the transaction history, review the mapped rows, then confirm the import.

Does AllInvestView track my Tradier options positions?

Calls and puts keep their strike and expiry. The options dashboard shows premiums, profit and loss, delta, gamma, theta and vega.

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

There is no automatic connection for Tradier 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?

Yes. Every open contract is listed with delta, gamma, theta, vega and rho, next to the price of its underlying, with the premium collected and the days left to expiry.

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 Tradier 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 Tradier 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