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Audience

Investors and traders looking for an intuitive, all-in-one platform to track, analyze, and manage their diverse investment portfolios across multiple brokers and asset classes

About OnePortfolio

OnePortfolio is an all-in-one investment management platform that transforms how you track and analyze your portfolio. By bringing all your investments from multiple brokers into a single dashboard, OnePortfolio eliminates the complexity of monitoring across different platforms and currencies.

OnePortfolio's Portfolio Visualizer offers interactive tools that turn financial data into clear insights. Color-coded charts show your distribution across sectors, asset classes, and regions. Our visualization maps reveal global exposure, making it simple to spot risks and opportunities

For income investors, the Dividend Tracker provides complete visibility into your passive income. The dividend calendar ensures you never miss a payment by displaying upcoming distributions in one organized view. Track schedules, monitor yields, and analyze payment patterns easily.

Pricing

Starting Price:
$6 per month (annually)
Pricing Details:
Free, Standard and Pro Pricing plans available. Prices in USD and EUR
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews - 8 User Reviews

Overall 5.0 / 5
ease 5.0 / 5
features 4.5 / 5
design 5.0 / 5
support 5.0 / 5

Company Information

OnePortfolio
Founded: 2025
Switzerland
oneportfolio.io

Videos and Screen Captures

OnePortfolio Dashboard

OnePortfolio Dashboard

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Product Details

Platforms Supported
Cloud
iPhone
Android
Support
Online

OnePortfolio Frequently Asked Questions

Q: What kinds of users and organization types does OnePortfolio work with?
Q: What languages does OnePortfolio support in their product?
Q: What kind of support options does OnePortfolio offer?
Q: Does OnePortfolio have a mobile app?
Q: Does OnePortfolio offer a free trial?
Q: How much does OnePortfolio cost?
Q: What pricing for support is available for OnePortfolio?

OnePortfolio Product Features

Stock Portfolio Management

For Investment Advisors
For Traders
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Technical Analysis
Billing & Invoicing
Client Management
Data Warehousing
Order Management
Tax Management
Wash Sale Detection

OnePortfolio Verified User Reviews

Write a Review
  • Michael S.
    Software Engineer
    Used the software for: Less than 6 months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 5,000 - 9,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Reliable user-friendly portfolio tracker"

    Posted 2025-08-11

    Pros: Friendly interface that makes portfolio tracking actually enjoyable.
    Excellent value for the features offered.

    Cons: Automatic trades updates would be really nice to have.

    Overall: It nails the balance between features and effortless usability. Everything feels intuitive from day one.

    Read More...
  • Oscar K.
    Senior Manager
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Easy to use. Simple yet powerful"

    Posted 2025-07-29

    Pros: Very complete dashboard with just the information that I need and I want.
    Excellent dividend tracker with automatic paid dividends notifications on payment date.
    Product is updated regularly since they add new features.

    Cons: I encountered a small bug but the support team fixed it very fast.

    Overall: Very pleased with the platform. The user interface is complete while simple and I really like this. I love this stock portfolio tracker.

    Read More...
  • Paul S.
    Sales
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Excellent Stock Portfolio Tracker"

    Posted 2025-06-28

    Pros: Easy to use stock portfolio tracker that makes portfolio management simple and efficient.
    If you have brokers with different currencies it makes everything much easier.
    Clean, intuitive interface.

    Cons: While it offers a free tier, It could be cheaper....

    Overall: I've been using OnePortfolio since its launch and I can honestly say that it's one of the best stock tracker apps out there available today.

    Read More...
  • Andrew F.
    CRM Manager
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User
    Company Size: 20,000 or More
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Solid Portfolio Tracker, Really happy with it "

    Posted 2025-06-21

    Pros: Well, this portfolio tracker got itself a real clean setup - no frills, just works. Drag and drop your trades is super convenient - assuming your broker's supported. No fuss, no mess.
    Mobile version is actually pretty decent.

    Cons: As a few other reviews say, while simplicity is great, I'd like to see a few more detailed metrics sometimes but i get the point.

    Overall: This is a really solid tool that does what is says on the tin. The pricing is actually pretty reasonable to what's out there, specially if you're dealing with multiple brokers like I am. I'm definitely getting very good value of my subscription.

    Read More...
  • Jean J.
    Project Lead
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User
    Company Size: 20,000 or More
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Portfolio tracker that does the business"

    Posted 2025-06-12

    Pros: Lovely bit of kit with a modern interface that's easy on the eyes.
    Cuts straight to the point with handpicked simple return and risk KPIs.
    The dividend tracker does the job well enough.

    Cons: Mind if you are not a retail investor you'll probably find yourself wanting a few more KPIS

    Overall: Brilliant portfolio tracker and dividend tracker offering features you won't find easily at that price . Smooth as you like experience for retail investors with a proper focus on keeping things simple.

    Read More...
  • Michael M.
    Manager
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Easy and intuitive "

    Posted 2025-05-28

    Pros: It simply makes multi portfolio management super easy
    It has an amazing and very intuitive user interface

    Cons: A minor bug that I found but have to say that I reported it to the customer support and was fixed the day after.

    Overall: I think its those kind of apps that you will love if you love simplicity. To me, this is one of the best portfolio trackers I've tried and I've tried a lot.

    Read More...
  • Belinda W.
    HR
    Used the software for: Less than 6 months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Amazing portfolio tracker"

    Posted 2025-05-20

    Pros: Very clean and easy user interface
    Portfolio tracker and dividend tracker in one app
    Good and competitive price

    Cons: Standard plan does not include the dividend calendar

    Overall: OnePortfolio has lots of features, nice design, good mobile experience, and usually hard to find this kind of app, at a very competitive price, so paying the subscription really worth it. Highly recommended

    Read More...
  • George I.
    Software Engineer
    Used the software for: Free Trial
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Excellent Portfolio Tracker"

    Posted 2025-05-17

    Pros: It has a very straightforward and clean interface. Import your trades (if your broker is supported), it's just drag & drop.

    Cons: Clean comes with a price and I miss a few KPIs.

    Overall: Nice looking tool with a focus on simplicity and a very competitive price. Highly recommended if you have more than one broker.

    Read More...
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