Track Your Investments in One Place
OnePortfolio brings your Stocks, ETFs, Dividends and Crypto investments from all your brokers to One place.
Visualize your Portfolio Performance
Track and Monitor your investments with clarity. See where your money grows fastest, discover winning strategies, and invest with confidence every day.
Unified View
See all your investments in one place, with our multi portfolio tracking.
Simply Clear
Make smarter decisions and transform your data into clear visual insights.
Analyze Your Portfolio Allocation
Understand your investment exposure with powerful allocation analysis tools designed to enhance portfolio balance and diversification.
Portfolio Breakdown
See how your portfolio breaks down across asset types, sectors, and industries for better insight.
Geographical Distribution
Analyze your global exposition with country and regional exposure analysis, helping identify concentration and diversification.
Track your Dividends
Track and manage your dividend income. Monitor payment schedules, calculate yields and stay ahead of payments with our dividend calendar. Take control of your entire dividend strategy in one powerful dashboard.
Track your Portfolio Metrics
Track your investment growth and understand your risk-adjusted returns. but how efficiently your portfolio is performing relative to your risks.
Performance Metrics
Get a clear view of investment success with comprehensive return calculations.
Risk Indicators
Make smarter investment decisions with risk analysis indicators.
Import Data from Your Brokers
Drag & Drop your investment data from popular brokers like Interactive Brokers, DEGIRO and Etoro, or simply use a CSV file. Check our guides for step-by-step help.
Testimonials
Most of the existing options doesn't really offer a single view where you can combine the metrics of all your portfolios or they do in not the most user-friendly way, and this is where OnePortfolio really shines
George S.
View on Product Hunt
OnePortfolio has lots of features, nice design, good mobile experience at a very competitive price, so paying the subscription really worth it. Highly recommended!
Belinda W.
View on SourceforgeAfter trying countless portfolio trackers that were either too basic or had prohibitive prices, OnePortfolio offers the perfect balance between functionality and price.
Ricardo P.
View on TrustpilotI've been using OnePortfolio for a month so far and I won't go back to my previous option.
Jorg
View on SourceforgeThis is one of the best portfolio trackers I've tried and I've tried a lot.
Michael
View on SourceforgeOur Pricing Plans
Try OnePortfolio Pro Free for 14 days, no credit card required
- Monthly
- Annually (Save Up to 25%)
Free
$0
$0
Per month billed annually
Up to 500 trades
1 Portfolio
Value & Profit Analysis
Email Support
Save 15%
Standard
$7
$6
Per month billed annually
Unlimited trades
1 Portfolio
Value, Profit & Return Analysis
Portfolio Composition Analysis
Paid Dividends Analysis
Incoming Dividend Forecast
Performance & Risk Indicators
Email Support
Save 25%
Pro
$11
$9
Per month billed annually
Unlimited trades
10 Portfolios
Value, Profit & Return Analysis
Portfolio Composition Analysis
Paid Dividends Analysis
Performance & Risk Indicators
Incoming Dividend Forecast
Incoming Dividend Calendars
Multi Portfolio One View
Portfolio BenchMark
Priority Email Support
Frequently Asked Questions
Find answers to common questions about OnePortfolio's features and services.
OnePortfolio supports stocks, ETFs, mutual funds, commodities, and cryptocurrencies from all over the world. With more than 100,000 assets available, our comprehensive coverage ensures you can track and analyze your entire investment portfolio in one place, regardless of the asset type or geographic location.
OnePortfolio supports displaying your portfolio data in 26 major currencies: USD, EUR, JPY, GBP, CHF, CNY, SEK, KRW, NOK, INR, MXN, BRL, RUB, ZAR, TRY, PLN, THB, CAD, AUD, NZD, SGD, HKD, DKK, AED, and ARS. This wide currency support allows you to view your investments in your preferred currency. Any transactions in currencies not listed will be automatically converted to USD for consistency.
Yes! OnePortfolio offers a free plan to help you get started with portfolio tracking. Check our pricing plans to get more details at https://oneportfolio.io/en/pricing/
Absolutely! By default, Interactive Brokers, DeGiro, and eToro are supported - you only need to follow the export guidelines to export and import your data. If your broker is not supported, you can still import a CSV file. Check out our help center for assistance.
OnePortfolio implements comprehensive security measures to protect your data. Our infrastructure runs in a highly secure environment with multiple layers of protection, including encryption at rest and in transit. Importantly, we do not store sensitive credentials such as broker usernames or passwords. Any data you share with us is protected by high level industry-standard security protocols.
When you upload a broker account statement, OnePortfolio processes the data through our secure transformation pipeline, converting it into our standardized format for portfolio analysis. After successful processing and validation, the original statement file is permanently deleted from our servers. This ensures that no sensitive broker documents are stored longer than necessary. Only the processed, standardized data remains in your portfolio for analysis and tracking purposes.
Small discrepancies between OnePortfolio's displayed values and your broker's statements can occur for several legitimate reasons:
1. Exchange Rates: Different financial institutions may use slightly different exchange rates or timing for currency conversions.
2. Calculation Methods: Variations in how different platforms calculate certain metrics (e.g., return percentages or cost basis).
3. Data Timing: Market data updates and end-of-day calculations might occur at different times.
While these minor differences are normal, we encourage you to contact our support team if you notice any significant discrepancies. We're always happy to investigate and ensure the accuracy of your portfolio data.
