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OnePortfolio Description

OnePortfolio is a powerful tool for investors to manage their portfolios across different platforms, offering a complete view of investments in stocks, ETFs, and cryptocurrencies. The platform provides detailed performance analysis, risk monitoring, and dividend tracking, helping users gain deep insights into their portfolio's health. Features like portfolio breakdowns, sector distribution, and dividend calculators ensure that investors can make data-driven decisions to optimize returns. The tool also supports easy import of data from popular brokers, streamlining portfolio management.

Pricing

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

Integrations

No Integrations at this time

Reviews - 8 Verified Reviews

Total
ease
features
design
support

Company Details

Company:
OnePortfolio
Year Founded:
2025
Headquarters:
Switzerland
Website:
oneportfolio.io
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Media

OnePortfolio Dashboard

OnePortfolio Dashboard

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Product Details

Platforms
Web-Based
iPhone App
Android App
Customer Support
Online Support

OnePortfolio Features and Options

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 User Reviews

Write a Review
  • Name: Michael S.
    Job Title: Software Engineer
    Length of product use: Less than 6 months
    Used How Often?: Weekly
    Role: User
    Organization Size: 5,000 - 9,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
  • Name: Oscar K.
    Job Title: Senior Manager
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
  • Name: Paul S.
    Job Title: Sales
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
  • Name: Andrew F.
    Job Title: CRM Manager
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 20,000 or More
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
  • Name: Jean J.
    Job Title: Project Lead
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 20,000 or More
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
  • Name: Michael M.
    Job Title: Manager
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
  • Name: Belinda W.
    Job Title: HR
    Length of product use: Less than 6 months
    Used How Often?: Weekly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
  • Name: George I.
    Job Title: Software Engineer
    Length of product use: Free Trial
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
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