OneSum

Every holding.
Every currency.
One sum.

A portfolio tracker that pulls positions from every exchange you use, converts them into a single currency you choose, and keeps the dividend and tax detail that most trackers leave out.

In development · 2026

What it does

Multiple exchanges

Holdings spread across different markets and brokers, reconciled into one consistent view.

Multiple currencies

Every position converted to your base currency, so the total actually means something.

Dividends

Payment history, yield on cost, and what is scheduled to arrive next.

Tax detail

Cost basis and realised gains kept alongside each position, not buried in an export.

Your language

Fully translated interface rather than an English app with labels swapped out.

Your data stays yours

Your portfolio lives on your device. No account to create, nothing uploaded.

iPhone iPad Mac

Support

Questions, bug reports, or feature requests — email is the fastest way to reach me.

I read every message and reply personally, usually within a couple of days.