Can I track my Swissquote portfolio with AllInvestView?

Yes! AllInvestView fully supports Swissquote portfolio tracking. You can sync automatically or import your transactions via CSV to track all your Swissquote investments.

Can I generate tax reports for my Swissquote investments?

Yes, AllInvestView provides comprehensive tax reporting for Swissquote portfolios, including capital gains calculations, dividend income tracking, and tax-loss harvesting suggestions.

Swissquote Portfolio Tracker

Analyze Your Swissquote Portfolio with Precision Tools

Swissquote is a Swiss online bank offering secure trading with Swiss banking standards. Ideal for investors who prioritize security and multi-currency accounts.

CH Est. 2000 FINMA

Swiss banking license with FINMA regulation and deposit protection

Multi-currency accounts with competitive FX rates

Access to 60+ global exchanges across all major asset classes

Swiss-quality eTrading and mobile trading platforms

Integrated crypto trading with secure custody

Get Started Free Live Demo

No credit card required Free forever 30-second signup

When Does an External Tracker Add Value?

Portfolio analytics are functional but lack advanced performance attribution

AllInvestView provides detailed IRR/XIRR calculations, benchmark comparisons, and sector breakdowns for your Swissquote holdings.

Tax reporting tools are limited for cross-border investors

Import your Swissquote trades to AllInvestView for automated capital gains calculations supporting 14+ countries.

Difficult to track Swissquote alongside holdings at other brokers

AllInvestView consolidates your Swissquote portfolio with any other broker for a complete investment overview.

What You Unlock with AllInvestView

Monte Carlo Simulation

Simulate 1,000+ future scenarios. See the probability of hitting your financial goals.

Efficient Frontier

Find your optimal portfolio allocation using Markowitz mean-variance optimization.

Correlation Matrix

Visualize how your holdings move together. Identify diversification gaps at a glance.

Tax Reports

Capital gains reports for 14+ countries. FIFO, LIFO, specific ID, and average cost methods.

Dividend Calendar

Track every payment, project future income, and monitor yield-on-cost over time.

Options Greeks

Track Delta, Gamma, Theta, Vega, and Rho with visual payoff diagrams.

AI Assistant

Ask anything about your portfolio. Get instant analysis powered by AI.

Quick Allocation View

See asset, sector, country, and currency breakdown in one visual dashboard.

Swissquote vs AllInvestView — Feature Comparison

See what Swissquote's built-in tools offer versus what AllInvestView adds to your investment workflow.

Feature	Swissquote Built-in	+ AllInvestView
Performance Analytics	Basic portfolio overview with gain/loss	True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Tax Reporting	Swiss tax statement (limited international support)	Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Dividend Tracking	Basic dividend info in statements	Calendar view, income projections, yield-on-cost, ex-date alerts
Multi-Broker View	Not available — Swissquote accounts only	Consolidate all brokers in one unified dashboard
Risk Analytics	Not available	Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios
Multi-Currency Reporting	Multi-currency accounts with basic display	Automatic conversion to base currency with FX impact analysis
Bond Analytics	Can trade bonds but limited analytics	YTM, duration, convexity, accrued interest calculator

See Your Entire Portfolio at a Glance

Get the complete picture of your Swissquote investments with intuitive visualizations that show exactly where your money is allocated.

Asset allocation by type, sector, and geography
Real-time valuations in your preferred currency
Performance attribution by holding
Concentration risk indicators

Analytics That Actually Matter

Go beyond simple percentage gains. Understand your true risk-adjusted performance with institutional-quality metrics.

Money-weighted returns (IRR/XIRR)
Efficient Frontier optimization
Correlation matrix across holdings
Sharpe ratio and volatility metrics

Master Your Dividend Income

Track every dividend from your Swissquote holdings. Know exactly when payments arrive and how your income is growing.

Automatic dividend detection and tracking
Calendar view of upcoming payments
Yield on cost calculations
Annual income projections

Capital gains tax report showing unrealized gains, estimated tax liability, and FIFO cost basis analysis

Tax Reports in One Click

Generate capital gains reports for your Swissquote portfolio instantly. Supports 14+ countries with multiple cost basis methods.

FIFO, LIFO, specific identification, and average cost
Automatic wash sale detection
Short-term vs long-term capital gains split
Export as PDF or CSV for tax filing

Holdings management table showing stocks and ETFs with company logos, quantities, cost basis, market value, unrealized P&L, and sparkline trends

Every Holding, One Clean Table

See all your Swissquote positions with real-time prices, sparkline trends, and instant P&L — exactly the view your broker doesn't give you.

Company logos, real-time prices, and sparklines
Cost basis, market value, and unrealized P&L
Sort and filter by any column
Multi-broker holdings in one unified table

Try the Live Demo

Explore a real portfolio — no signup needed

Tools for European Investors

AllInvestView is built for multi-currency portfolios. Track your Swissquote investments in EUR, CHF, SEK, or any of 50+ currencies.

Multi-currency support with live FX rates

Capital gains tax reports for Germany, Spain, France, Italy, Netherlands

Withholding tax tracking on foreign dividends

Spain Modelo 720 foreign asset declaration

Swissquote

CSV Import

Start Free Trial Track Swissquote in 2 minutes

200k+

Stocks, ETFs, bonds & crypto supported

50+

Currencies for global investors

80+

Exchanges worldwide

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).

Best For Security-conscious investors • Swiss and European investors • Multi-currency portfolio holders • Investors wanting Swiss banking standards

How to Import Your Swissquote Portfolio

Getting your Swissquote data into AllInvestView takes less than 2 minutes. Here's how:

Export from Swissquote

In Swissquote, go to Reports > Transactions and export your history as CSV.

Upload to AllInvestView

Use our smart CSV importer that automatically maps Swissquote's format. No manual column matching needed.

Track Everything

Instantly see your full portfolio with real-time prices, dividends, and performance metrics.

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Swissquote Portfolio Tracking FAQ

How do I import my Swissquote trades into AllInvestView?

In Swissquote, go to Reports > Transactions, export as CSV, and upload to AllInvestView. Our importer handles Swissquote's multi-currency format.

Does AllInvestView handle Swissquote multi-currency portfolios?

Yes! AllInvestView automatically converts all your CHF, EUR, USD, and GBP holdings to your chosen base currency for accurate total performance.

How do I get my Swissquote data into AllInvestView?

In Swissquote, go to Reports > Transactions and export your history as CSV.

Does AllInvestView sync with Swissquote automatically?

Currently, Swissquote data is imported via CSV export. We're constantly adding new broker integrations. Once you import your data, prices update automatically in real-time.

Can I track Swissquote and other brokers together?

Absolutely! AllInvestView is built for multi-broker portfolios. Import from Swissquote, Interactive Brokers, Schwab, or any other broker and see everything in one unified dashboard with consolidated performance metrics.

Does AllInvestView support all asset types from Swissquote?

Yes! AllInvestView supports all asset types available at Swissquote—stocks, ETFs, bonds, mutual funds, options, and even crypto. Each asset type has specialized tracking features.