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What is OnePortfolio?

OnePortfolio is an all-in-one investment tracking solution for individuals and professionals managing diverse portfolios. With robust tools for visualizing portfolio performance, analyzing returns, and tracking dividends, OnePortfolio offers a seamless experience for investors. It tracks multiple asset classes across brokers, provides real-time performance metrics, and includes risk analysis features like Sharpe ratios. The platform also simplifies data importation with drag-and-drop functionality, enabling quick integration of broker statements into a comprehensive investment dashboard.

Pricing

Price Starts At:
$6 per month (annually)
Price Overview:
Free, Standard and Pro Pricing plans available. Prices in USD and EUR
Free Version:
Free Version available.
Free Trial Offered?:
Yes

Integrations

No integrations listed.

Screenshots and Video

OnePortfolio Dashboard

OnePortfolio Dashboard

Company Facts

Company Name:
OnePortfolio
Date Founded:
2025
Company Location:
Switzerland
Company Website:
oneportfolio.io
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Product Details

Deployment
SaaS
iPhone
Android
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English
French
German
Spanish

OnePortfolio Categories and Features

Stock Portfolio Management Software

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

OnePortfolio Customer Reviews

Write a Review
  • Reviewer Name: Oscar K.
    Position: Senior Manager
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Easy to use. Simple yet powerful

    Date: Jul 29 2025
    Summary

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

    Positive

    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.

    Negative

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

    Read More...
  • Reviewer Name: Michael S.
    Position: Software Engineer
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 5,000 - 9,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Reliable user-friendly portfolio tracker

    Date: Aug 11 2025
    Summary

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

    Positive

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

    Negative

    Automatic trades updates would be really nice to have.

    Read More...
  • Reviewer Name: Paul S.
    Position: Sales
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Excellent Stock Portfolio Tracker

    Date: Jun 28 2025
    Summary

    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.

    Positive

    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.

    Negative

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

    Read More...
  • Reviewer Name: Jean J.
    Position: Project Lead
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 20,000 or More
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Portfolio tracker that does the business

    Date: Jun 12 2025
    Summary

    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.

    Positive

    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.

    Negative

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

    Read More...
  • Reviewer Name: George I.
    Position: Software Engineer
    Has used product for: Free Trial
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Excellent Portfolio Tracker

    Date: May 17 2025
    Summary

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

    Positive

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

    Negative

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

    Read More...
  • Reviewer Name: Michael M.
    Position: Manager
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Easy and intuitive

    Date: May 28 2025
    Summary

    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.

    Positive

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

    Negative

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

    Read More...
  • Reviewer Name: Belinda W.
    Position: HR
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Amazing portfolio tracker

    Date: May 20 2025
    Summary

    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

    Positive

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

    Negative

    Standard plan does not include the dividend calendar

    Read More...
  • Reviewer Name: Andrew F.
    Position: CRM Manager
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 20,000 or More
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Solid Portfolio Tracker, Really happy with it

    Date: Jun 21 2025
    Summary

    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.

    Positive

    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.

    Negative

    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.

    Read More...
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