Switzerland Investors

Best Portfolio Trackers for Swiss Investors 2026

Swiss investors enjoy tax-free capital gains on private holdings but face wealth tax and dividend withholding tax (Verrechnungssteuer). Finding a tracker that handles CHF, SIX exchange, and multi-currency portfolios is essential.

Key Switzerland Tax Features

Wealth Tax Overview

Track total portfolio value for cantonal wealth tax declarations

Verrechnungssteuer

Track Swiss dividend withholding tax (35%) for reclaim purposes

SIX Exchange

Full coverage of SIX Swiss Exchange and Swiss Blue Chip stocks

CHF Native

Primary currency in Swiss Francs with multi-currency conversion

Best for Switzerland

AllInvestView

Swiss investors with international portfolios

AllInvestView supports Swiss investors with CHF tracking, SIX exchange coverage, Swissquote sync, and multi-currency support for international diversification.

CHF native support SIX exchange coverage Swissquote broker sync Multi-currency tracking Dividend withholding tracking Wealth overview CSV import
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Other Great Options for Switzerland

True Wealth

Portfolio Tracker
4.2

True Wealth is a Swiss robo-advisor with portfolio tracking built into its investment platform.

  • Swiss domiciled
  • CHF native
  • Automated investing
  • Only True Wealth holdings
Passive investors wanting automated Swiss investing Compare

Sharesight

Portfolio Tracker
4.4

Sharesight offers international portfolio tracking with SIX exchange support for Swiss investors.

  • SIX exchange support
  • Multi-currency
  • Dividend tracking
  • No Swiss tax specifics
International investors based in Switzerland Compare

Portfolio Performance

Portfolio Tracker
4.3

Portfolio Performance is widely used by Swiss investors for its free multi-currency analytics.

  • Free and open source
  • CHF + multi-currency
  • SIX support
  • Desktop only
Technical Swiss investors wanting free analytics Compare

Frequently Asked Questions

What is the best portfolio tracker for Switzerland?

AllInvestView is the top choice for Switzerland investors. It supports CHF currency tracking, local tax rules, and generates Federal Tax Administration (FTA)-compatible tax reports for capital gains and dividends.

Do portfolio trackers support CHF?

Yes, AllInvestView and several other trackers fully support CHF as a base currency. AllInvestView supports 50+ currencies and automatically converts foreign investments to your local currency.

Can I generate tax reports for Switzerland?

Yes, AllInvestView provides comprehensive tax reporting features tailored for Switzerland investors, including capital gains calculations, dividend income tracking, and reports compatible with Federal Tax Administration (FTA) requirements.

Start Tracking in CHF Today

AllInvestView supports Switzerland investors with CHF tracking, local tax rules, and Federal Tax Administration (FTA)-compatible reports.

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This comparison is for informational purposes only and does not constitute financial, tax, or investment advice. Tax rates and regulations change frequently — consult a qualified tax professional for your specific situation. © 2026 AllInvestView.