OneSum

Every holding.
Every currency.
One sum.

A portfolio tracker for the holdings you enter on every exchange you use. It 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. Crash reports carry no holdings, and full diagnostic logs only if you allow them.

iPhone iPad Android Mac Windows

Pricing

Free to use, with a paid tier for larger portfolios.

OneSum is free up to a set number of holdings — enough for most portfolios, and not a trial that expires. Beyond that limit, a yearly subscription unlocks unlimited holdings.

Subscription is the only way OneSum makes money. No advertising, no selling or sharing your data, no commission from any broker, exchange, or fund.

The limit and the price will be published here before the paid tier begins. Until then, everything is free.

What it is not

OneSum is a read-only software product. It shows you what you already own. It never moves anything.

  • It does not execute trades or place orders of any kind.
  • It does not hold, receive, or transfer customer funds or securities.
  • It does not process payments.
  • It provides no custody, brokerage, or money-transmission services.
  • It provides no investment, tax, or financial advice, and makes no recommendations.

OneSum does not connect to your broker. You enter your holdings yourself; the app only fetches market prices, dividends and exchange rates.

Figures shown in the app are for information only. They may be delayed or incomplete — always check your broker’s own statements before acting on anything you see here.

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.

— Alon Ags, founder · alon@onesum.app