What is OnePortfolio?
OnePortfolio is an all-in-one portfolio tracker that unifies investments from multiple brokers and currencies into a single easy-to-use dashboard, eliminating the complexity of monitoring portfolios, keeping all your investments in one place.
Problem
Users manually track investments across multiple brokers and currencies, leading to time-consuming and error-prone monitoring of fragmented portfolios
Solution
A dashboard tool that allows users to unify investments from multiple brokers and currencies into a single dashboard, offering real-time tracking and multi-currency support
Customers
Individual investors, traders, and financial advisors managing diverse portfolios across platforms
Unique Features
Aggregates data from multiple brokers automatically, provides real-time multi-currency valuation, and simplifies portfolio performance analysis
User Comments
Saves hours of manual tracking
Simplifies cross-currency investments
Intuitive interface for portfolio overview
Real-time updates eliminate spreadsheet work
Centralized view improves decision-making
Traction
Launched on ProductHunt with 500+ upvotes (as of analysis date)
Exact MRR/user metrics undisclosed but positioned in global portfolio management software market
Market Size
The global portfolio management software market is projected to reach $15.3 billion by 2028 (Grand View Research, 2023)
