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Vanguard US Portfolio Tracker

Track Your Vanguard US Investments in One Place

Stop juggling spreadsheets. AllInvestView automatically tracks your Vanguard US portfolio with real-time valuations, dividend income, and performance analytics that Vanguard US doesn't provide.

Import Vanguard US trades in under 2 minutes
True IRR calculations (not just simple returns)
Tax reports ready for your accountant
Automatic dividend tracking & projections
Vanguard US Portfolio Tracker Dashboard
200k+
Stocks, ETFs, bonds & crypto supported
50+
Currencies for global investors
80+
Exchanges worldwide

How to Import Your Vanguard US Portfolio

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

1

Export from Vanguard US

In Vanguard, go to Account > Transaction History and download as CSV or OFX.

2

Upload to AllInvestView

Use our smart CSV importer that automatically maps Vanguard US's format. No manual column matching needed.

3

Track Everything

Instantly see your full portfolio with real-time prices, dividends, and performance metrics.

What Vanguard US Users Get with AllInvestView

Vanguard US's Limited Analytics

Basic charts that don't show true time-weighted or money-weighted returns.

Professional-Grade Metrics

True IRR, XIRR, realized vs unrealized gains, and benchmark comparisons.

No Multi-Broker View

Can't see your Vanguard US holdings alongside other brokers.

Unified Dashboard

Track Vanguard US + all your other brokers in one consolidated view.

Manual Tax Calculations

Figuring out capital gains and losses is time-consuming and error-prone.

Automatic Tax Reports

Generate capital gains reports with FIFO/LIFO methods in one click.

Basic Dividend Info

Hard to project future dividend income or track yield on cost.

Dividend Intelligence

Calendar view, income projections, yield on cost, and ex-dividend alerts.

Portfolio Dashboard

See Your Entire Portfolio at a Glance

Get the complete picture of your Vanguard US 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
Portfolio Analytics

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
Dividend Tracking

Master Your Dividend Income

Track every dividend from your Vanguard US 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

Vanguard US Portfolio Tracking FAQ

How do I get my Vanguard US data into AllInvestView?
In Vanguard, go to Account > Transaction History and download as CSV or OFX.
Does AllInvestView sync with Vanguard US automatically?
Currently, Vanguard US 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 Vanguard US and other brokers together?
Absolutely! AllInvestView is built for multi-broker portfolios. Import from Vanguard US, Interactive Brokers, Schwab, or any other broker and see everything in one unified dashboard with consolidated performance metrics.
Does AllInvestView support stocks like stocks, ETFs, and options?
Yes! AllInvestView supports all asset types available at Vanguard US—stocks, ETFs, bonds, mutual funds, options, and even crypto. Each asset type has specialized tracking features.

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