Bitpanda portfolio tracker

Your Bitpanda crypto, shares and metals in one portfolio, with cost basis and a tax report for Austria.

Upload your Bitpanda transaction history. You get the return between any two dates, the dividends you were paid and the ones coming, and a capital gains report for your country.

AT Est. 2014 FMA Austria BaFin AMF France CSSF Luxembourg

Create a free account Open the live demo

Free plan, no card One portfolio and 10 stock holdings free Bonds, options and custom assets do not count

A portfolio dashboard with the as of date control, balances, total return and IRR

The broker

What Bitpanda does well

What people like about Bitpanda, and why they stay.

Fractional investing in stocks, ETFs, crypto, and commodities from EUR 1.

Automated savings plans across all asset classes.

Bitpanda Card for spending crypto and investment gains.

Licensed MiFID II investment firm across the EU.

The gap

What your broker leaves to you

Your broker is built for trading. The return, the tax figure and the view across accounts are what you get here.

The Bitpanda account shows digital assets and stocks, not their cost basis across your whole portfolio.

Choose any start and end date. The dashboard recalculates capital gain, IRR and dividend yield for that period.

Bitpanda keeps Individual and Savings Plan with Stocks and Indices among 6 asset types in EUR and SEK. Holdings at another broker are outside that total.

Add the other accounts. The combined view totals them while keeping each account separate.

Bitpanda statements cover Stocks, ETFs, Crypto, Commodities, Precious Metals and Indices in EUR and SEK for Individual and Savings Plan. They do not compare tax lots under several cost-basis methods.

The tax report calculates gains with FIFO, LIFO, HIFO or average cost.

What you get

What AllInvestView does with your Bitpanda data

200,000+

Stocks, funds, bonds and crypto priced daily

80+

Exchanges, so your local listing is the one you see

Countries with capital gains rules built in

Review every row before you import it

A Bitpanda history often mixes fractional crypto purchases with small investments in shares or metals.

Upload the transaction file and review the mapped columns and rows. Nothing is added until you confirm the import.

Review a file import

Import review with mapped columns and validated transaction rows — Mapped columns and validated rows ready for review.

See how each sale changes your tax

Frequent Bitpanda savings-plan buys can create a long series of tax lots.

Choose FIFO, LIFO, HIFO or average cost. The report shows realized gains, unrealized gains, dividends and estimated tax.

Open the tax report

Tax report with cost basis, gains, dividends and estimated tax — Tax lots, gains, dividends and estimated tax in one report.

Choose the tax rules for your country

Bitpanda customers invest across Europe and apply the tax rules where they live.

The tax rules page lists country presets, rates and local rules. Pick the jurisdiction that applies to the portfolio.

See tax rules by country

Country tax presets with rates and local capital gains rules — Country presets with their rates and local tax rules.

What Bitpanda gives you, and what is added here

Area	Bitpanda	With AllInvestView
Performance Analytics	The broker tools include basic portfolio value and individual asset gain/loss.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The broker tools include basic annual tax summary.	The tax report supports FIFO, LIFO, HIFO and average cost.
Multi-Asset Tracking	The broker tools include Stocks, crypto, and commodities in separate sections.	Different asset classes can share one portfolio.
Multi-Broker View	The account view covers holdings kept with this broker.	Accounts from several brokers can be viewed together.
Dividend Tracking	The broker tools include basic dividend notifications.	The dividend view shows the calendar, income and yield on cost.
Risk Analytics	The account report focuses on positions and account activity.	The risk view shows ratios, value at risk and simulations.

Where you file

For investors filing in Europe

Three or four currencies in one portfolio is the normal case here.

Every position keeps its own currency and converts to the base you pick

Capital gains rules for Germany, Spain, France, Italy, Ireland, Switzerland, Sweden, Denmark and Finland

Withholding tax on foreign dividends tracked per country

The Spanish Modelo 720 declaration built from your holdings

Getting started

Getting your Bitpanda history in

Export from Bitpanda

Open Transaction History in Bitpanda. Choose the date range and CSV format, then upload the file to AllInvestView.

Upload it

The importer reads the column layout on its own, identifies the securities and shows you every row before anything is saved.

Read your portfolio

Prices update daily, and dividends, corporate actions and splits are applied to the history you just brought in. Nothing else to keep up to date by hand.

Create a free accountNo card. One portfolio and 10 stock holdings.

About Bitpanda

AT • Est. 2014 • Regulated by FMA Austria, BaFin, AMF France, CSSF Luxembourg

Asset types StocksETFsCryptoCommoditiesPrecious MetalsIndices

Account types IndividualSavings Plan

Currencies EURCHFGBPUSDTRYPLNHUFCZKDKKSEK

Fees Commission free Spread-based: 1.49% on crypto, 0% commission on stocks/ETFs (spread applies). Savings plans from EUR 1.

Suits European multi-asset investors using Bitpanda • Crypto and stock investors on one platform using Bitpanda • Small-amount recurring investors using Bitpanda

More than one account

Bitpanda and everywhere else you hold something

Most people end up with two or three accounts. Bring them all in and they add up to one portfolio, with one return and one tax report.

Questions

Bitpanda and AllInvestView, answered

Can I track both my Bitpanda crypto and stock investments in AllInvestView?

Imported assets remain separate holdings in one portfolio. The dashboard reports allocation and return for each position.

How does AllInvestView handle Bitpanda's fractional shares?

Imported fund and fractional transactions stay with their purchase dates and quantities. They feed return, allocation and tax lots.

Is the Bitpanda connection read only, and is it an aggregator?

There is no automatic connection for Bitpanda yet. You export your transaction history and upload the file, so nothing of yours is ever logged into.

Does it show my options with Greeks?

Bitpanda does not offer options, so there is nothing to read here from this account. If you trade options at another broker, add that account and the options dashboard covers it: delta, gamma, theta, vega and rho per position.

Which cost basis methods can I choose?

FIFO, LIFO, HIFO and average cost. You pick the method on the tax report and the whole report is recalculated, so you can see what each one would cost you before you sell.

How are several currencies handled?

Each position keeps the currency it was bought in. The portfolio is then valued in the base currency you choose, using the rate for the day, so the currency move is part of the return you read.

Can I bring years of history from a file?

Yes. Export the full transaction history from Bitpanda and upload it. The importer reads the column layout, identifies the securities and shows every row for review before anything is saved, so your cost basis and your returns start from the complete record rather than from today.

What does the free plan cover?

One portfolio and 10 stock holdings, with no card. Bonds, options and custom assets are not counted against that. Broker sync, more portfolios and more holdings are on the paid plans.

See what your Bitpanda portfolio has really done

Upload your transaction history. The return, the dividends and the tax figures are waiting on the other side.

Create a free account