Can I track my Vanguard US portfolio with AllInvestView?

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

Can I generate tax reports for my Vanguard US investments?

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

Vanguard US Portfolio Tracker

Track Your Vanguard Investments with Precision Analytics

Vanguard is the pioneer of index investing, known for ultra-low-cost funds and a long-term, investor-first philosophy. Offers IRA, Roth IRA, and 401(k) rollover accounts.

US Est. 1975 SEC FINRA SIPC

Pioneer of index investing with the lowest fund expense ratios in the industry

Client-owned structure means profits go back to fund shareholders

Vanguard Personal Advisor for hybrid robo/human wealth management

Comprehensive retirement planning tools

Get Started Free Live Demo

No credit card required Free forever 30-second signup

What Vanguard US Does Well

Inventor of index investing — lowest-cost index funds and ETFs in the industry

Unique ownership structure: the funds own Vanguard, so profits go back to investors as lower fees

Excellent for long-term, buy-and-hold investors focused on asset allocation

Strong retirement planning tools including Target Date funds

When Does an External Tracker Add Value?

Platform interface is dated and lacks modern portfolio visualization

AllInvestView provides modern, visual dashboards with interactive charts for your Vanguard holdings.

Limited analytics beyond basic account balances and returns

Get sector breakdowns, dividend yield analysis, and detailed performance attribution for your Vanguard portfolio.

Difficult to see total wealth when holding Vanguard alongside other brokers

AllInvestView combines your Vanguard accounts with holdings at any other broker for a complete financial picture.

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.

Vanguard US vs AllInvestView — Feature Comparison

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

Feature	Vanguard US Built-in	+ AllInvestView
Performance Analytics	Basic account balance and return percentage	True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Tax Reporting	1099-B and tax documents	Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Retirement Planning	Built-in retirement planning calculator	Track all retirement accounts with Monte Carlo projections and risk analysis
Multi-Broker View	Not available — Vanguard accounts only	Consolidate all brokers in one unified dashboard
Dividend Tracking	Basic dividend reinvestment info	Calendar view, income projections, yield-on-cost, ex-date alerts
Options Tracking	Basic options trading available	Full Greeks (Delta, Gamma, Theta, Vega, Rho), payoff diagrams, P&L tracking
Correlation Analysis	Not available	Full correlation matrix with diversification heatmap

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

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 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

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 Vanguard US 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 Vanguard US 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 Vanguard US portfolio. AllInvestView supports FIFO, LIFO, specific identification, and average cost methods.

Compatible with Vanguard US 1099-B data

Automatic wash sale rule detection

IRA and Roth IRA contribution tracking

Short-term vs long-term capital gains split

Vanguard US

Auto-Sync Available

Start Free Trial Track Vanguard US in 2 minutes

200k+

Stocks, ETFs, bonds & crypto supported

50+

Currencies for global investors

80+

Exchanges worldwide

About Vanguard US

US • Est. 1975 • Regulated by SEC, FINRA, SIPC

Asset Types StocksETFsBondsMutual FundsCDs

Account Types IndividualJointIRARoth IRASEP IRA401(k) RolloverTrust529 Plan

Currencies USD

Fees Commission Free Commission-free stocks and ETFs; Vanguard funds at 0.03-0.20% expense ratios. Personal Advisor at 0.30% AUM.

Best For Long-term index investors • Retirement savers • Buy-and-hold investors • Cost-conscious fund investors

How to Import Your Vanguard US Portfolio

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

Export from Vanguard US

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

Upload to AllInvestView

Use our smart CSV importer that automatically maps Vanguard US'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 Vanguard US also track these brokers with AllInvestView:

Schwab

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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 →

Vanguard US Portfolio Tracking FAQ

Can I automatically sync my Vanguard accounts with AllInvestView?

Yes! AllInvestView supports automatic syncing with Vanguard via SnapTrade. Your brokerage and retirement accounts sync seamlessly.

Does AllInvestView track Vanguard mutual fund performance?

Yes. AllInvestView tracks all your Vanguard holdings including mutual funds, ETFs, and individual stocks with full performance metrics and dividend tracking.

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?

Yes! AllInvestView can automatically sync with Vanguard US through our secure broker integration. Your portfolio stays up-to-date without manual imports.

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 all asset types from Vanguard US?

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.