Swissquote portfolio tracker

Your Swissquote portfolio in francs, with the return after currency moves and a tax report for Switzerland.

Upload your Swissquote 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.

CH Est. 2000 FINMA

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 Swissquote does well

What people like about Swissquote, and why they stay.

Swiss banking license with FINMA regulation and deposit protection.

Multi-currency accounts with listed FX rates.

Access to 60+ global exchanges across all major asset classes.

Swiss eTrading and mobile trading platforms.

Integrated crypto trading with secure custody.

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 Swissquote account shows each market account, not the return after exchange rates changed.

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

Swissquote statements cover Stocks, ETFs, Bonds, Options, Futures, Forex, Mutual Funds and Crypto in CHF and GBP for Individual and Savings. They do not compare tax lots under several cost-basis methods.

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

Swissquote keeps Individual and Savings among its 4 account types with Stocks and Crypto among 8 asset types in CHF and GBP. Holdings at another broker are outside that total.

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

What you get

What AllInvestView does with your Swissquote 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

Swissquote investors often keep shares and bonds from several exchanges in one portfolio.

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

A Swissquote export can contain both income payments and sales that need matching to purchase 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

Swissquote customers commonly invest abroad while reporting under their home-country rules.

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 Swissquote gives you, and what is added here

Area	Swissquote	With AllInvestView
Performance Analytics	The broker tools include basic portfolio overview with gain/loss.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The statement supplies transactions for a separate tax calculation.	The tax report supports FIFO, LIFO, HIFO and average cost.
Dividend Tracking	The broker tools include basic dividend info in statements.	The dividend view shows the calendar, income and yield on cost.
Multi-Broker View	The account view covers holdings kept with this broker.	Accounts from several brokers can be viewed together.
Risk Analytics	The account report focuses on positions and account activity.	The risk view shows ratios, value at risk and simulations.
Multi-Currency Reporting	The broker tools include Multi-currency accounts with basic display.	The return separates market movement from currency movement.
Bond Analytics	Bonds appear in the account view as positions.	The bond report shows yield, duration, convexity and accrued interest.

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 Swissquote history in

Export from Swissquote

Open Reports > Transactions in Swissquote. Export the CSV and upload it 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 Swissquote

CH • Est. 2000 • Regulated by FINMA

Asset types StocksETFsBondsOptionsFuturesForexMutual FundsCrypto

Account types IndividualJointCorporateSavings

Currencies CHFEURUSDGBP

Fees Flat fees from CHF 9 per trade (Swiss stocks); US stocks from CHF 15. Custody fee of 0.025%/quarter (min CHF 15).

Suits Security-conscious investors using Swissquote • Swiss and European investors using Swissquote • Multi-currency portfolio holders using Swissquote • Investors wanting Swiss banking standards using Swissquote

More than one account

Swissquote 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

Swissquote and AllInvestView, answered

How do I import my Swissquote trades into AllInvestView?

Export the transaction history as CSV and upload it. The review screen shows the mapped rows before anything is added.

Does AllInvestView handle Swissquote multi-currency portfolios?

Choose a reporting currency. The dashboard converts every holding and shows currency movement separately from market return.

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

There is no automatic connection for Swissquote 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?

Yes. Every open contract is listed with delta, gamma, theta, vega and rho, next to the price of its underlying, with the premium collected and the days left to expiry.

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 Swissquote 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 Swissquote 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