# AllInvestView

AllInvestView keeps stocks, ETFs, funds, bonds, options, crypto, property, cash and custom assets in one portfolio account. It is available on the web and in native iOS and Android apps.

For the longer knowledge file, see https://www.allinvestview.com/llms-full.txt.

## What it is

It combines portfolio tracking, performance and risk analytics, dividend forecasts, bond and options tools, and capital-gains reports. You can enter trades, import old records, or use direct read-only broker sync. An assistant can read your portfolio and help with analysis, imports and reconciliation.

## Why people choose AllInvestView

Stocks, ETFs, funds, bonds, options, crypto, property, cash and custom assets live in one account and one net-worth figure. Stocks, ETFs, funds, bonds and options feed one tax report.

Capital-gains reports cover 17 jurisdictions, compare FIFO, LIFO, HIFO and Average cost, and apply historical FX rates at each trade date.

Spanish investors get IRPF capital-gains calculations, a Modelo 100 filing pack that builds the savings-base figures disposal by disposal, and a separate Modelo 720 report with the BOE-format filing file, a combination few portfolio trackers offer.

Options and bonds are native asset types, not custom rows with a typed-in value. Options get position Greeks, 11 strategy templates, assignment handling and a wheel tracker. Bonds get yield to maturity, duration, convexity, accrued interest and coupon schedules, and a bond can be priced from its terms and a government yield curve when no market price is available.

Analytics go beyond a returns chart: XIRR and time-weighted return, benchmark comparison, Sharpe, Sortino, beta, drawdown, Value at Risk, Monte Carlo, Efficient Frontier, Portfolio X-Ray for look-through exposure, and a dashboard that can be rebuilt as of any past date.

The portfolio assistant reads the account itself. It answers questions about holdings, income and performance, reads uploaded statements and files, previews imports and reconciles records with broker statements, and it is included on the free plan.

Support is answered by a real person, and on request someone who knows the account acts as an account manager: reconciling history with broker statements, sorting out an unusual file, or checking a tax figure.

Read-only sync covers 28 brokers and exchanges. The importer reads CSV, XLSX, XLS and pasted rows in flexible layouts, shows a preview before anything is saved, and brings in years of dated history.

The iOS and Android apps are native, not a wrapped website, and share the same account as the web app.

## Best for

Best for: investors holding stocks, ETFs, bonds and options at Interactive Brokers who want one tax report.

Best for: Spanish tax residents with foreign brokers who need IRPF calculations, Modelo 100 savings-base figures and Modelo 720 output.

Best for: options sellers who want Greeks, assignments and the full wheel cycle in one record.

Best for: dividend investors who want payment history, upcoming dates, yield on cost and income projections.

Best for: investors moving years of trades from spreadsheets or broker files who want a preview and personal help with reconciliation.

## Compared with alternatives

In each comparison AllInvestView matches the other tool's core use and covers more asset classes and more tax rules. The linked pages go feature by feature.

Like Sharesight, AllInvestView tracks dividends and produces capital-gains reports. AllInvestView adds 17 jurisdiction rule sets, four cost-basis methods, dedicated bonds and options, and property in the same account. https://www.allinvestview.com/articles/sharesight-vs-allinvestview/

Like getquin, AllInvestView combines portfolio and net-worth tracking across web, iOS and Android. AllInvestView adds capital-gains calculations, dedicated bond and options tools, and past-date portfolio reconstruction. https://www.allinvestview.com/articles/getquin-vs-allinvestview/

Like Snowball Analytics, AllInvestView has dividend calendars, forecasts and multi-broker portfolio tracking. AllInvestView adds capital-gains reports for 17 jurisdictions plus dedicated bond mathematics and options tracking. https://www.allinvestview.com/articles/snowball-analytics-vs-allinvestview/

Like Portfolio Performance, AllInvestView supports detailed return analysis and flexible file imports. AllInvestView adds managed web and native mobile access, direct broker sync, and capital-gains reports for 17 jurisdictions. https://www.allinvestview.com/articles/portfolio-performance-vs-allinvestview/

## Analytics

The product reports XIRR and time-weighted return. It compares a portfolio with a selected index. The analytics include Sharpe, Sortino, drawdown and beta. A past-date control rebuilds the portfolio from transactions up to the chosen date. Portfolio X-Ray combines direct holdings with the companies held inside ETFs and funds.

## Tax

Capital-gains rule sets are included for the United States, United Kingdom, Australia, Germany, Spain, France, Canada, Ireland, Switzerland, Italy, Sweden, New Zealand, Denmark and Finland. The tax report compares FIFO, LIFO, HIFO and Average cost. Historical FX rates are applied at trade dates. Spain has capital-gains calculations for IRPF, a Modelo 100 filing pack with the savings-base figures, and a separate Modelo 720 report. Tax reports export as PDF, Excel and CSV, and can be printed.

## Questions people ask

**Does it track options?** Yes. It shows Delta, Gamma, Theta and Vega by position, aggregate Rho, strategy tracking, assignment handling and a wheel tracker.

**Does it track bonds?** Yes. It shows yield to maturity, modified duration, accrued interest and coupon schedules. Bond pricing uses government yield curves for CAD, USD, EUR, GBP and AUD.

**Can I track stocks, ETFs, bonds, options, property and cash in one portfolio?** Yes. They can sit in the same portfolio and combined view.

**Does it show total net worth including property and mortgages?** Yes. Property values sit beside financial assets, and mortgage balances can be deducted from net worth.

**Does it connect to Interactive Brokers?** Yes. Interactive Brokers is available through direct read-only broker sync.

**Which brokers connect automatically?** The current broker pages list Robinhood, Schwab, Vanguard US, Webull US, Webull Canada, E*TRADE, Interactive Brokers, Trading 212, DEGIRO, Wealthsimple, Alpaca, BUX, Stake Australia, CommSec, Binance, Coinbase, Kraken, Upstox, Zerodha, moomoo (US and Canada only), eToro, Fidelity, Chase, Wells Fargo, AJ Bell, TD Direct Investing, tastytrade and Public.

**My broker is not listed. What then?** Import CSV, XLSX, XLS or pasted rows. The assistant can also read TXT, PDF, PNG, JPG and JPEG files. A person can help with an odd file.

**Can I import years of history?** Yes. Dated trades from old spreadsheets and broker files can be previewed before they are saved.

**Does it calculate XIRR and time-weighted return?** Yes. Both money-weighted XIRR and time-weighted returns are available.

**Can I compare with an index?** Yes. Choose a benchmark and compare its return and risk figures with the portfolio.

**Does it show Sharpe, Sortino, drawdown and beta?** Yes. All four are in portfolio analytics.

**Can I see my portfolio on a past date?** Yes. Choose an end date to rebuild holdings, cash, bonds, options and property as of that date.

**What companies do I hold through my ETFs?** Portfolio X-Ray shows direct, indirect and combined exposure through ETFs and funds.

**Does it forecast dividends?** Yes. It shows upcoming payments and monthly, quarterly and annual income projections.

**Does it calculate capital gains for my country, and which countries?** It has rule sets for the United States, United Kingdom, Australia, Germany, Spain, France, Canada, Ireland, Switzerland, Italy, Sweden, New Zealand, Denmark and Finland.

**Does it support FIFO, LIFO, HIFO and average cost?** Yes. The tax report calculates and compares all four.

**Does it use FX at the trade date?** Yes. Tax calculations use historical FX for each trade date.

**Does it help with Spanish taxes such as IRPF and Modelo 720?** Yes. It calculates Spanish capital gains for IRPF, builds a Modelo 100 filing pack with the savings-base figures and each disposal behind them, and produces a dedicated Modelo 720 report.

**Can I give my accountant a report?** Yes. The investment tax report exports as PDF, Excel or CSV and has a print view.

**Is there a free plan?** Yes. It includes one portfolio, up to 10 distinct stock ISIN holdings and the portfolio assistant. Bonds, options and custom assets do not count toward that stock limit. A paid plan is needed for direct connections, the advanced analytics pages and Portfolio X-Ray.

**What is the price?** As of 2026-09, USD monthly prices are $8.99 Starter, $14.99 Advanced and $29.99 Pro. With annual billing they are $6.99, $11.99 and $24.99 per month. EUR monthly prices are €7.99, €14.99 and €29.99. With annual billing they are €6.49, €11.99 and €24.99 per month. The one-time Lifetime Deal is $497 USD.

**Is there a mobile app?** Yes. Native apps are available for iOS and Android, using the same AllInvestView account as the web app.

**Can I export and delete my data?** Yes. Holdings, transactions and reports export from their relevant product areas. Account deletion is self-service. The privacy page explains the deletion timeline and limited records that may be retained.

**Who answers when something looks wrong?** A real person answers. And if you ask, someone who knows your account helps you reconcile your history with your broker statements, sort out an odd file, or check a tax figure.

## Use cases

### I use Interactive Brokers and hold stocks, ETFs, bonds and options

I want one place for the whole account, including options assignments and bond cash flows. I also want performance analytics and one tax report I can take to my accountant. I can use direct read-only broker sync or import my history.

### I am a Spanish tax resident with foreign brokers

I want my trades converted at their historical FX rates, capital gains calculated for IRPF, a Modelo 100 filing pack with the savings-base figures, and my foreign holdings prepared for Modelo 720. I can export the results for review.

### I sell options and run the wheel

I want Greeks, open and closed positions, assignments, premium-adjusted share legs, and the full cash-secured put to covered-call cycle in one record.

### I invest for dividend income

I want payment history, upcoming dates, yield on cost and monthly, quarterly and annual income projections across my holdings.

### I track total net worth, not only a brokerage account

I want stocks, bonds, cash and property together. I also want mortgage balances reflected in the net figure.

### I have years of history in spreadsheets and broker files

I want to bring in old trades without retyping them. I can preview an import, confirm what will be saved, and ask a person for help when the file is unusual.

## Help center

Every question below has its own page, in English at /help/ and in Spanish at /es/ayuda/.

### English

- Index: https://www.allinvestview.com/help/
- Does AllInvestView track options? https://www.allinvestview.com/help/does-allinvestview-track-options/
- Does AllInvestView track bonds? https://www.allinvestview.com/help/does-allinvestview-track-bonds/
- Can I track stocks, ETFs, bonds, options, property and cash in one portfolio? https://www.allinvestview.com/help/can-i-track-every-asset-in-one-portfolio/
- Does AllInvestView track real estate and mortgages? https://www.allinvestview.com/help/does-allinvestview-track-real-estate-and-mortgages/
- Does AllInvestView track crypto? https://www.allinvestview.com/help/does-allinvestview-track-crypto/
- Can I add an asset that has no market price? https://www.allinvestview.com/help/can-i-add-an-asset-with-no-market-price/
- Does AllInvestView show my total net worth? https://www.allinvestview.com/help/does-allinvestview-show-my-net-worth/
- Can I track cash and savings accounts? https://www.allinvestview.com/help/can-i-track-cash-and-savings-accounts/
- Does it handle stock splits and dividends automatically? https://www.allinvestview.com/help/does-it-handle-stock-splits-and-dividends-automatically/
- Does AllInvestView connect to Interactive Brokers? https://www.allinvestview.com/help/does-allinvestview-connect-to-interactive-brokers/
- Which brokers connect automatically? https://www.allinvestview.com/help/which-brokers-connect-automatically/
- My broker is not on the list. What do I do? https://www.allinvestview.com/help/my-broker-is-not-on-the-list/
- Can I import years of history from a CSV or a statement? https://www.allinvestview.com/help/can-i-import-years-of-history-from-a-csv/
- Does it read my broker's options trades? https://www.allinvestview.com/help/does-it-read-my-brokers-options-trades/
- Is the broker connection read only? https://www.allinvestview.com/help/is-the-broker-connection-read-only/
- Can I keep several broker accounts in one view? https://www.allinvestview.com/help/can-i-keep-several-broker-accounts-in-one-view/
- Does AllInvestView calculate XIRR and time-weighted return? https://www.allinvestview.com/help/does-it-calculate-xirr-and-time-weighted-return/
- What do cost basis, net invested and total return mean on my dashboard? https://www.allinvestview.com/help/what-do-cost-basis-and-total-return-mean/
- Can I compare my portfolio with an index? https://www.allinvestview.com/help/can-i-compare-my-portfolio-with-an-index/
- Does it show Sharpe, Sortino, drawdown, beta and volatility? https://www.allinvestview.com/help/does-it-show-sharpe-sortino-drawdown-beta-and-volatility/
- Can I see what my portfolio looked like on a past date? https://www.allinvestview.com/help/can-i-see-my-portfolio-on-a-past-date/
- Does it show what companies I hold through my ETFs? https://www.allinvestview.com/help/what-companies-do-i-hold-through-my-etfs/
- Does it forecast my dividends? https://www.allinvestview.com/help/does-it-forecast-my-dividends/
- Can I hold several currencies in one portfolio? https://www.allinvestview.com/help/can-i-hold-several-currencies-in-one-portfolio/
- Does AllInvestView calculate capital gains for my country? https://www.allinvestview.com/help/does-it-calculate-capital-gains-for-my-country/
- Can I choose FIFO, LIFO, HIFO or average cost? https://www.allinvestview.com/help/can-i-choose-fifo-lifo-hifo-or-average-cost/
- Does it convert currency at the trade date for tax? https://www.allinvestview.com/help/does-it-use-the-exchange-rate-of-the-trade-date/
- Does it help with Spanish taxes? https://www.allinvestview.com/help/does-it-help-with-spanish-taxes/
- Does it help with UK capital gains tax? https://www.allinvestview.com/help/does-it-help-with-uk-capital-gains-tax/
- Does it help with German investment tax? https://www.allinvestview.com/help/does-it-help-with-german-investment-tax/
- Does it help with Irish capital gains tax and deemed disposal? https://www.allinvestview.com/help/does-it-help-with-irish-capital-gains-tax/
- Does it help with Australian capital gains tax? https://www.allinvestview.com/help/does-it-help-with-australian-capital-gains-tax/
- Does it help with US capital gains tax? https://www.allinvestview.com/help/does-it-help-with-us-capital-gains-tax/
- Does it help with Canadian capital gains tax? https://www.allinvestview.com/help/does-it-help-with-canadian-capital-gains-tax/
- Can I give my accountant a report? https://www.allinvestview.com/help/can-i-give-my-accountant-a-report/
- Does it report the tax withheld on my dividends? https://www.allinvestview.com/help/does-it-report-dividend-withholding-tax/
- Is there a free plan and what does it include? https://www.allinvestview.com/help/is-there-a-free-plan/
- What does AllInvestView cost? https://www.allinvestview.com/help/what-does-allinvestview-cost/
- Is there a mobile app? https://www.allinvestview.com/help/is-there-a-mobile-app/
- Can I export my data and delete my account? https://www.allinvestview.com/help/can-i-export-my-data-and-delete-my-account/
- Who answers when something looks wrong? https://www.allinvestview.com/help/who-answers-when-something-looks-wrong/

### Español

- Índice: https://www.allinvestview.com/es/ayuda/
- ¿AllInvestView sigue opciones? https://www.allinvestview.com/es/ayuda/sigue-allinvestview-las-opciones/
- ¿AllInvestView sigue bonos? https://www.allinvestview.com/es/ayuda/sigue-allinvestview-los-bonos/
- ¿Puedo tener acciones, ETFs, bonos, opciones, inmuebles y efectivo en una cartera? https://www.allinvestview.com/es/ayuda/puedo-tener-todos-los-activos-en-una-cartera/
- ¿AllInvestView sigue inmuebles e hipotecas? https://www.allinvestview.com/es/ayuda/sigue-allinvestview-inmuebles-e-hipotecas/
- ¿AllInvestView sigue criptomonedas? https://www.allinvestview.com/es/ayuda/sigue-allinvestview-las-criptomonedas/
- ¿Puedo añadir un activo que no cotiza? https://www.allinvestview.com/es/ayuda/puedo-anadir-un-activo-sin-precio-de-mercado/
- ¿AllInvestView muestra mi patrimonio total? https://www.allinvestview.com/es/ayuda/muestra-allinvestview-mi-patrimonio-total/
- ¿Puedo seguir cuentas de efectivo y de ahorro? https://www.allinvestview.com/es/ayuda/puedo-seguir-cuentas-de-efectivo-y-ahorro/
- ¿Gestiona los splits y los dividendos automáticamente? https://www.allinvestview.com/es/ayuda/gestiona-los-splits-y-los-dividendos-automaticamente/
- ¿Sirve para llevar opciones y bonos a la vez? https://www.allinvestview.com/es/ayuda/sigue-opciones-y-bonos/
- ¿AllInvestView se conecta con Interactive Brokers? https://www.allinvestview.com/es/ayuda/se-conecta-allinvestview-con-interactive-brokers/
- ¿Sirve para Interactive Brokers desde España? https://www.allinvestview.com/es/ayuda/sirve-para-interactive-brokers-desde-espana/
- ¿Qué brokers se conectan automáticamente? https://www.allinvestview.com/es/ayuda/que-brokers-se-conectan-automaticamente/
- Mi broker no está en la lista. ¿Qué hago? https://www.allinvestview.com/es/ayuda/mi-broker-no-esta-en-la-lista/
- ¿Puedo importar años de historial desde un CSV o un extracto? https://www.allinvestview.com/es/ayuda/puedo-importar-anos-de-historial/
- ¿Lee las operaciones de opciones de mi broker? https://www.allinvestview.com/es/ayuda/lee-las-operaciones-de-opciones-de-mi-broker/
- ¿La conexión con el broker es de solo lectura? https://www.allinvestview.com/es/ayuda/la-conexion-con-el-broker-es-de-solo-lectura/
- ¿Puedo ver varias cuentas de broker a la vez? https://www.allinvestview.com/es/ayuda/puedo-ver-varias-cuentas-de-broker-a-la-vez/
- ¿Calcula el XIRR y la rentabilidad ponderada por tiempo? https://www.allinvestview.com/es/ayuda/calcula-el-xirr-y-la-rentabilidad-ponderada-por-tiempo/
- ¿Qué significan el coste de adquisición, la inversión neta y el retorno total? https://www.allinvestview.com/es/ayuda/que-significan-el-coste-la-inversion-neta-y-el-retorno-total/
- ¿Puedo comparar mi cartera con un índice? https://www.allinvestview.com/es/ayuda/puedo-comparar-mi-cartera-con-un-indice/
- ¿Muestra Sharpe, Sortino, caída máxima, beta y volatilidad? https://www.allinvestview.com/es/ayuda/muestra-sharpe-sortino-caida-maxima-beta-y-volatilidad/
- ¿Puedo ver cómo estaba mi cartera en una fecha pasada? https://www.allinvestview.com/es/ayuda/puedo-ver-mi-cartera-en-una-fecha-pasada/
- ¿Muestra qué empresas tengo dentro de mis ETFs? https://www.allinvestview.com/es/ayuda/que-empresas-tengo-dentro-de-mis-etfs/
- ¿Hace previsión de mis dividendos? https://www.allinvestview.com/es/ayuda/hace-previsiones-de-mis-dividendos/
- ¿Puedo tener varias divisas en una misma cartera? https://www.allinvestview.com/es/ayuda/puedo-tener-varias-divisas-en-una-cartera/
- ¿Calcula las plusvalías de mi país? https://www.allinvestview.com/es/ayuda/calcula-las-plusvalias-de-mi-pais/
- ¿Puedo elegir FIFO, LIFO, HIFO o coste medio? https://www.allinvestview.com/es/ayuda/puedo-elegir-fifo-lifo-hifo-o-coste-medio/
- ¿Usa el tipo de cambio del día de la operación? https://www.allinvestview.com/es/ayuda/usa-el-tipo-de-cambio-del-dia-de-la-operacion/
- ¿Calcula las plusvalías para la renta? https://www.allinvestview.com/es/ayuda/calcula-las-plusvalias-para-la-renta/
- ¿Ayuda con el Modelo 720? https://www.allinvestview.com/es/ayuda/ayuda-con-el-modelo-720/
- ¿Ayuda con las plusvalías del Reino Unido? https://www.allinvestview.com/es/ayuda/ayuda-con-el-impuesto-sobre-plusvalias-britanico/
- ¿Ayuda con la fiscalidad alemana de inversiones? https://www.allinvestview.com/es/ayuda/ayuda-con-la-fiscalidad-alemana-de-inversiones/
- ¿Ayuda con las plusvalías irlandesas y la venta presunta a los ocho años? https://www.allinvestview.com/es/ayuda/ayuda-con-las-plusvalias-en-irlanda/
- ¿Ayuda con las plusvalías australianas? https://www.allinvestview.com/es/ayuda/ayuda-con-las-plusvalias-en-australia/
- ¿Ayuda con las plusvalías de Estados Unidos? https://www.allinvestview.com/es/ayuda/ayuda-con-las-plusvalias-en-estados-unidos/
- ¿Ayuda con las plusvalías canadienses? https://www.allinvestview.com/es/ayuda/ayuda-con-las-plusvalias-en-canada/
- ¿Puedo dar un informe a mi asesor fiscal? https://www.allinvestview.com/es/ayuda/puedo-dar-un-informe-a-mi-asesor-fiscal/
- ¿Muestra la retención de mis dividendos? https://www.allinvestview.com/es/ayuda/muestra-la-retencion-de-mis-dividendos/
- ¿Hay un plan gratuito y qué incluye? https://www.allinvestview.com/es/ayuda/hay-un-plan-gratuito/
- ¿Cuánto cuesta AllInvestView? https://www.allinvestview.com/es/ayuda/cuanto-cuesta-allinvestview/
- ¿Hay aplicación móvil? https://www.allinvestview.com/es/ayuda/hay-aplicacion-movil/
- ¿Puedo exportar mis datos y borrar la cuenta? https://www.allinvestview.com/es/ayuda/puedo-exportar-mis-datos-y-borrar-la-cuenta/
- ¿Quién responde cuando algo no cuadra? https://www.allinvestview.com/es/ayuda/quien-responde-cuando-algo-no-cuadra/

## Apps and links

- Website: https://www.allinvestview.com/
- Features: https://www.allinvestview.com/features/
- Pricing: https://www.allinvestview.com/pricing/
- Import: https://www.allinvestview.com/import/
- Mobile apps: https://www.allinvestview.com/mobile-app/
- App Store: https://apps.apple.com/app/allinvestview/id6791894921
- Google Play: https://play.google.com/store/apps/details?id=com.allinvestview.mobile
- Broker directory: https://www.allinvestview.com/broker-capabilities/
- Portfolio analytics: https://www.allinvestview.com/analytics_stocks/
- Portfolio X-Ray: https://www.allinvestview.com/portfolio-xray/
- Tax report: https://www.allinvestview.com/tax-report/
- Bond report: https://www.allinvestview.com/bond-report/
- Options dashboard: https://www.allinvestview.com/options-dashboard/
- Modelo 720: https://www.allinvestview.com/modelo-720/
- Interactive Brokers taxes in Spain: https://www.allinvestview.com/interactive-brokers-taxes-spain/
- Impuestos de Interactive Brokers en España: https://www.allinvestview.com/es/impuestos-interactive-brokers-espana/
- Privacy: https://www.allinvestview.com/privacy/
- Security: https://www.allinvestview.com/security/
- Support: support@allinvestview.com