XTB logo XTB Portfolio Tracker

Transform Your XTB Portfolio with Advanced Analytics

XTB is one of Europe's largest listed CFD and stock brokers, headquartered in Warsaw, Poland. It offers commission-free stock and ETF investing (up to 100,000 EUR/month turnover) alongside CFDs on forex, indices, commodities, and crypto. With a presence in over 13 countries and a powerful xStation 5 trading platform, XTB targets both beginners and active traders across Europe and Latin America.

PL Est. 2002 KNF FCA CySEC IFSC CNMV
Commission-free stock and ETF investing up to EUR 100,000/month turnover
xStation 5 trading platform with advanced charting and analysis tools
Fractional shares starting from EUR 10
Interest on uninvested cash (varies by region)
Available in 13+ countries across Europe and Latin America
No credit card required Free forever 30-second signup

What XTB Users Get with AllInvestView

xStation excels at trading tools but lacks long-term portfolio analytics and performance tracking

AllInvestView provides portfolio-wide performance metrics, IRR/XIRR returns, and benchmark comparison for your XTB holdings.

Tax reporting across stocks, CFDs, and crypto requires manual consolidation

AllInvestView generates comprehensive capital gains reports covering all your XTB asset types with multi-country tax support.

No consolidated view if you hold investments across multiple platforms

AllInvestView combines your XTB portfolio 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.

XTB vs AllInvestView — Feature Comparison

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

Feature XTB Built-in + AllInvestView
Performance Analytics Trade-level P&L in xStation with basic charts True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Tax Reporting Annual transaction report export Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Dividend Tracking Basic dividend entries in history Calendar view, income projections, yield-on-cost, ex-date alerts
Multi-Broker View Not available Consolidate all brokers in one unified dashboard
Risk Analytics Sentiment and basic market analysis tools Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios
Charting Tools Advanced xStation 5 charting with 34+ indicators Focus on portfolio analytics — complement xStation trading tools
Multi-Currency Reporting Multi-currency account support Automatic conversion to base currency with FX impact analysis
Portfolio Dashboard Portfolio Dashboard

See Your Entire Portfolio at a Glance

Get the complete picture of your XTB 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 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 Dividend Tracking

Master Your Dividend Income

Track every dividend from your XTB 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 XTB 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 XTB 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

Tools for European Investors

AllInvestView is built for multi-currency portfolios. Track your XTB investments in EUR, CHF, SEK, or any of 50+ currencies.

Multi-currency support with live FX rates
Capital gains tax reports for Germany, Spain, France, Italy, Netherlands
Withholding tax tracking on foreign dividends
Spain Modelo 720 foreign asset declaration
200k+
Stocks, ETFs, bonds & crypto supported
50+
Currencies for global investors
80+
Exchanges worldwide
XTB

About XTB

PL • Est. 2002 • Regulated by KNF, FCA, CySEC, IFSC, CNMV
Asset Types StocksETFsCFDsForexIndicesCommoditiesCrypto
Account Types IndividualCorporateIslamic
Currencies EURUSDGBPPLNCZKHUF
Fees Commission Free Commission-free stocks and ETFs up to EUR 100,000/month turnover (0.2% above). CFD spreads from 0.1 pips on EUR/USD. No account minimum.
Best For European stock and ETF investors • Active CFD traders • Multi-asset traders • Cost-conscious European investors

How to Import Your XTB Portfolio

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

1

Export from XTB

1. Log in to your XTB account at xtb.com. 2. Open the xStation platform. 3. Navigate to "History" in the bottom panel. 4. Filter by your desired date range and instrument type. 5. Click the "Export" or download icon to save as CSV. 6. Upload the CSV file to AllInvestView.

2

Upload to AllInvestView

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

3

Track Everything

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

XTB Portfolio Tracking FAQ

How do I import my XTB trades into AllInvestView?
Export your transaction history from xStation 5 (History > Export as CSV), then upload the file to AllInvestView. We support XTB's transaction format.
Does AllInvestView handle XTB fractional shares?
Yes. AllInvestView tracks fractional share positions from XTB with full precision, including accurate cost basis and performance calculations.
How do I get my XTB data into AllInvestView?
1. Log in to your XTB account at xtb.com. 2. Open the xStation platform. 3. Navigate to "History" in the bottom panel. 4. Filter by your desired date range and instrument type. 5. Click the "Export" or download icon to save as CSV. 6. Upload the CSV file to AllInvestView.
Does AllInvestView sync with XTB automatically?
Currently, XTB 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 XTB and other brokers together?
Absolutely! AllInvestView is built for multi-broker portfolios. Import from XTB, 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 XTB?
Yes! AllInvestView supports all asset types available at XTB—stocks, ETFs, bonds, mutual funds, options, and even crypto. Each asset type has specialized tracking features.

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