OnePortfolio

OnePortfolio

5.0 out of 5 stars
FolioSpan OnePortfolio

Related Products

  • CoinStats
    4.5 out of 5 stars 101,145 Ratings
    Visit Website for CoinStats
  • Chainstack
    4.8 out of 5 stars 37 Ratings
    Visit Website for Chainstack
  • Summ
    4.6 out of 5 stars 936 Ratings
    Visit Website for Summ
  • Sharesight
    4.0 out of 5 stars 566 Ratings
    Visit Website for Sharesight
  • ND Wallet
    4.9 out of 5 stars 14 Ratings
    Visit Website for ND Wallet
  • eToro
    4.0 out of 5 stars 32,417 Ratings
    Visit Website for eToro
  • PostScan Mail
    4.0 out of 5 stars 137 Ratings
    Visit Website for PostScan Mail
  • PackageX Workflows
    4.8 out of 5 stars 187 Ratings
    Visit Website for PackageX Workflows
  • QuantaStor
    4.8 out of 5 stars 6 Ratings
    Visit Website for QuantaStor
  • Arryved
    4.7 out of 5 stars 46 Ratings
    Visit Website for Arryved
FolioSpan:

About

FolioSpan is a personal portfolio-tracking app for recording stocks, ETFs, cryptocurrency, precious metals, and other holdings alongside balances from public blockchain addresses. Users can scan a public wallet address to view on-chain balances; the app does not require a seed phrase or private key and does not trade, send, swap, stake, or custody assets. Portfolio views include cost basis, profit and loss, allocation, transaction history, watchlists, and price alerts. Holdings are stored on the device by default, with optional account-based cloud sync. The free plan supports manual tracking and one wallet scan with ads. FolioSpan Pro adds unlimited scans, automatic sync, ad-free use, and CSV tools. Available for Android and iOS, FolioSpan can be used in guest mode. Market and blockchain data may be delayed or incomplete, and the app is not financial or tax advice.
OnePortfolio:

About

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.
FolioSpan:

Platforms Supported

Windows Not Supported
Mac Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
OnePortfolio:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported
FolioSpan:

Audience

Individual investors tracking stocks, ETFs, crypto, precious metals, and public blockchain wallets.
OnePortfolio:

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
FolioSpan:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
OnePortfolio:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
FolioSpan:

API

Offers API Not Supported
OnePortfolio:

API

Offers API Not Supported
FolioSpan:

Screenshots and Videos

OnePortfolio:

Screenshots and Videos

FolioSpan:

Pricing

$6.99/month
Free plan: $0 with manual holdings, one wallet scan, and ads. Pro: $6.99/month or $49.99/year, auto-renewing, or $99.99 one-time for lifetime access. Pro includes unlimited wallet scans, automatic wallet sync, CSV, lots, and DCA tools; subscriptions are billed through the app store.
Free Version Supported
Free Trial Not Supported
OnePortfolio:

Pricing

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

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
OnePortfolio:

Reviews/Ratings

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

Pros & Cons from Real Users

Pros

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

  • Automatic trades updates would be really nice to have.
  • I encountered a small bug but the support team fixed it very fast.
  • While it offers a free tier, It could be cheaper....
  • 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.
  • Mind if you are not a retail investor you'll probably find yourself wanting a few more KPIS
FolioSpan:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
OnePortfolio:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
FolioSpan:

Company Information

FolioSpan
Italy
getfoliospan.com
OnePortfolio:

Company Information

OnePortfolio
Founded: 2025
Switzerland
oneportfolio.io
FolioSpan:

Alternatives

No Alternatives
OnePortfolio:

Alternatives

OnePortfolio:
Portseido

Portseido

5.0 out of 5 stars
OnePortfolio:
OnePortfolio:
PortfolioTrackr

PortfolioTrackr

5.0 out of 5 stars
FolioSpan:
OnePortfolio:
getquin

getquin

4.0 out of 5 stars
FolioSpan:

Categories

OnePortfolio:

Categories

OnePortfolio:

Stock Portfolio Management Features

Billing & Invoicing Not Supported
Client Management Not Supported
Data Warehousing Not Supported
For Investment Advisors Supported
For Traders Supported
Order Management Not Supported
Portfolio Accounting Supported
Portfolio Rebalancing Supported
Risk Management Supported
Tax Management Not Supported
Technical Analysis Supported
Wash Sale Detection Not Supported
FolioSpan:

Integrations

Koinly Supported
OnePortfolio:

Integrations

Koinly Not Supported
FolioSpan:
Claim FolioSpan and update features and information
Claim FolioSpan and update features and information
OnePortfolio:
Claim OnePortfolio and update features and information
Claim OnePortfolio and update features and information