Can I track my Tradier portfolio with AllInvestView?

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

Can I generate tax reports for my Tradier investments?

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

Tradier Portfolio Tracker

Get Portfolio-Level Analytics for Your Tradier Trades

Tradier offers a unique brokerage-as-a-service model with API access and integrations with popular trading platforms.

US Est. 2012 SEC FINRA SIPC

Brokerage-as-a-service with powerful 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

Get Started Free Live Demo

No credit card required Free forever 30-second signup

When Does an External Tracker Add Value?

Basic built-in dashboard — designed primarily as API infrastructure

AllInvestView provides the comprehensive portfolio analytics that Tradier's minimalist interface lacks.

No portfolio-level performance tracking or tax reporting

Sync your Tradier trades to AllInvestView for capital gains reports, performance charts, and dividend tracking.

Cannot see Tradier holdings alongside other brokerage accounts

AllInvestView consolidates your Tradier portfolio with any other broker for a complete investment overview.

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.

Tradier vs AllInvestView — Feature Comparison

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

Feature	Tradier Built-in	+ AllInvestView
Portfolio Dashboard	Basic account overview — API-focused infrastructure	Full visual portfolio dashboard with charts, allocation, and performance analytics
Performance Analytics	Basic position-level P&L	True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Tax Reporting	1099-B tax forms	Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Multi-Broker View	Not available	Consolidate all brokers in one unified dashboard
Dividend Tracking	Not available	Calendar view, income projections, yield-on-cost, ex-date alerts
Risk Analytics	Not available	Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios
Options Analytics	Options chains via API and partner platforms	Full Greeks (Delta, Gamma, Theta, Vega, Rho), payoff diagrams, P&L tracking

See Your Entire Portfolio at a Glance

Get the complete picture of your Tradier 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 Tradier 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 Tradier 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 Tradier 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 Tradier portfolio. AllInvestView supports FIFO, LIFO, specific identification, and average cost methods.

Compatible with Tradier 1099-B data

Automatic wash sale rule detection

IRA and Roth IRA contribution tracking

Short-term vs long-term capital gains split

Tradier

CSV Import

Start Free Trial Track Tradier in 2 minutes

200k+

Stocks, ETFs, bonds & crypto supported

50+

Currencies for global investors

80+

Exchanges worldwide

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.

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

How to Import Your Tradier Portfolio

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

Export from Tradier

In Tradier, go to Account > History and export your trades as CSV.

Upload to AllInvestView

Use our smart CSV importer that automatically maps Tradier'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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Investors using Tradier also track these brokers with AllInvestView:

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tastytrade

Robinhood

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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 →

Tradier Portfolio Tracking FAQ

Can I sync my Tradier account with AllInvestView?

Yes! AllInvestView supports automatic syncing with Tradier via SnapTrade for real-time portfolio tracking.

Does AllInvestView track my Tradier options positions?

Yes. AllInvestView imports your options positions with full details including strike prices, expiry dates, Greeks, and P&L.

How do I get my Tradier data into AllInvestView?

In Tradier, go to Account > History and export your trades as CSV.

Does AllInvestView sync with Tradier automatically?

Currently, Tradier data is imported via CSV export. We're constantly adding new broker integrations. Once you import your data, prices update automatically in real-time.

Can I track Tradier and other brokers together?

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

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