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About

The world's most modern portfolio tracker. Track all your assets in one place—traditional & crypto. Supports global banks, brokerages, stocks & currencies. Get your stocks in order. Connect your online brokerage accounts, or add individual stocks to track their value in real-time. Get latest balances from your crypto wallets and exchange accounts, or simply add the coins to track the value of your crypto portfolio in your native currency. Connects to over 20,000 banks worldwide. Kubera uses industry-leading account aggregation technology to give you reliable connectivity to thousands of online banks around the world. Track the value of your homes with real-time market data from Zillow (US only). Track the real-time value of your cars, trucks, and automobiles. Track the estimated market value of the web domain names you own. Kubera supports nearly every global currency. Add your Yens with your Euros to create a global dashboard and see their values in your local currency.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Individuals or organizations that need a portfolio tracker to manage traditional and crypto assets

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$12 per month
Free Version
Free Trial

Pricing

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

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

Reviews/Ratings

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

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Kubera
www.kubera.com

Company Information

OnePortfolio
Founded: 2025
Switzerland
oneportfolio.io

Alternatives

Alternatives

Categories

Categories

Stock Portfolio Management Features

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

Integrations

AWS Marketplace
AliExpress
BitGo
BitMEX
Bybit
DataCandy
Gate.io
HTX
HitBTC
Kraken
KuCoin
Ledger
Liquid
MetaMask
Nifty
PayPal
Poloniex
Trust Wallet
Wise

Integrations

AWS Marketplace
AliExpress
BitGo
BitMEX
Bybit
DataCandy
Gate.io
HTX
HitBTC
Kraken
KuCoin
Ledger
Liquid
MetaMask
Nifty
PayPal
Poloniex
Trust Wallet
Wise
Claim Kubera and update features and information
Claim Kubera and update features and information
Claim OnePortfolio and update features and information
Claim OnePortfolio and update features and information