AIV Assistant
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.
Getting your Vanguard US data into AllInvestView takes less than 2 minutes. Here's how:
In Vanguard, go to Account > Transaction History and download as CSV or OFX.
Use our smart CSV importer that automatically maps Vanguard US's format. No manual column matching needed.
Instantly see your full portfolio with real-time prices, dividends, and performance metrics.
Basic charts that don't show true time-weighted or money-weighted returns.
True IRR, XIRR, realized vs unrealized gains, and benchmark comparisons.
Can't see your Vanguard US holdings alongside other brokers.
Track Vanguard US + all your other brokers in one consolidated view.
Figuring out capital gains and losses is time-consuming and error-prone.
Generate capital gains reports with FIFO/LIFO methods in one click.
Hard to project future dividend income or track yield on cost.
Calendar view, income projections, yield on cost, and ex-dividend alerts.
Got investments at multiple brokers? AllInvestView consolidates everything into one view:
Get the complete picture of your Vanguard US investments with intuitive visualizations that show exactly where your money is allocated.
Go beyond simple percentage gains. Understand your true risk-adjusted performance with institutional-quality metrics.
Track every dividend from your Vanguard US holdings. Know exactly when payments arrive and how your income is growing.
Read our detailed comparisons to find the best tracker for your needs:
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