Pillar 3a, first-class
Pillar 3a is a built-in pension account type - including securities-based 3a. Track each 3a pot per provider and see it inside your total net worth, not in a separate app.
Free plan available
The Portfolio Tracker That Understands Switzerland
Pillar 3a next to your ETFs, CHF next to USD and EUR, SIX-listed shares with automatic prices - and no bank linking, ever. Your whole Swiss net worth in one place.
Free plan · no credit card · no bank credentials
Net worth CHF 245’800
Brokerage (CHF + USD)CHF 132’400
Pillar 3aCHF 48’200
Pension fund (2nd pillar)CHF 51’900
CashCHF 13’300
Total gains+CHF 21’350 · 9.5%
Built for Swiss portfolios
Why generic trackers fail in Switzerland
Most tools assume one currency, one broker and a 401(k). Swiss reality looks different.
CHF without forcing
Keep accounts in CHF, USD, EUR or any of 27 currencies. Your total converts to Swiss francs (or any base currency) with exchange rates updated daily.
No bank linking
Swiss banks rarely open their APIs anyway - here it does not matter. You enter or import holdings yourself; no e-banking credentials ever leave your hands.
Every broker & pension fund
One account per institution: your Swiss broker, your foreign broker, your vested benefits account, your pension fund. No integration list to check - manual entry works with all of them.
SIX-listed securities
Search tickers on the SIX Swiss Exchange alongside 53+ exchanges worldwide. Prices for Swiss shares and ETFs update automatically.
Net worth history
Weekly snapshots record your total across brokers, pillars and currencies, so you see how your Swiss net worth actually develops.
The Swiss three-pillar picture
Track all three pillars next to your investments
Retirement in Switzerland is spread across accounts by design. Your tracker should reassemble it.
Pillar 3a & vested benefits
Record each 3a account or 3a securities solution per provider, plus vested benefits (Freizügigkeit) accounts, and watch them compound inside your net worth.
Pension fund (2nd pillar)
Add your Pensionskasse balance from your annual statement as a pension account. Update it once a year - it still counts into every snapshot.
Everything else
Brokerage accounts, crypto, real estate and mortgages (as debt) complete the picture - seven account types in total.
How it works
From first account to full Swiss picture
Add what you own; prices and exchange rates keep themselves current.
1
Create a free account
Sign up with an email address and a password - no credit card, no identity checks, interface in English or German (plus three more languages).
2
Add accounts per institution
One account per broker, bank, 3a provider or pension fund, each in its own currency - CHF, USD, EUR or 24 others.
3
Add holdings or import
Search Swiss and international tickers, or import positions and history from CSV or Excel exports.
4
Watch the total in CHF
Prices refresh automatically on open; exchange rates update daily; weekly snapshots build your history.
Free vs Premium
What’s free and what’s paid - the honest table
Everything a Swiss portfolio needs is in the free plan. Premium adds analytics depth.
| Feature | Free | Premium |
|---|---|---|
| Accounts & positions (incl. Pillar 3a) | Unlimited | Unlimited |
| CHF + 26 more currencies, daily FX | Included | Included |
| Automatic prices (SIX + 53+ exchanges) | Included | Included |
| Portfolio snapshots | Weekly | Daily |
| Balance history | Last 30 days | All time + backfill |
| Dividend analysis | — | Included |
| ETF overlap, sector & geography | — | Included |
| Paycheck Advisor & AI Advisor | — | Included |
| Price | $0 forever | $4/mo or $36/yr · $99 lifetime |
Premium includes a 7-day free trial. The free plan needs no credit card and never expires.
Who it’s for
Made for how people in Switzerland actually invest
Cross-border professionals
Salary in CHF, old accounts in EUR, a USD brokerage - one honest total in your chosen base currency.
Expats in Switzerland
Keep foreign pensions and accounts from home next to your new Swiss ones - the tracker speaks five languages and every currency you need.
3a optimizers
Multiple 3a pots across providers for staggered withdrawals? Track each one separately and see the combined value at a glance.
ETF investors
SIX-listed and foreign ETFs with automatic prices, cost basis and gains per position - across as many brokers as you use.
Want more depth?
Premium goes deeper
Premium unlocks daily snapshots, unlimited history, dividend analysis, ETF overlap detection, sector & geographic breakdowns, and the Paycheck Advisor - from $3/month billed annually.
Frequently asked questions
Can I track my Pillar 3a in the portfolio tracker?+
Yes. Pillar 3a is a built-in pension account type, including securities-based 3a solutions. Create one account per provider, record contributions and balances, and your 3a value counts into your total net worth and its history.
Does the tracker support Swiss francs (CHF)?+
Yes. CHF is one of 27 supported currencies. Every account keeps its own currency, and your total net worth converts into CHF - or any base currency you prefer - using exchange rates refreshed daily.
Are stocks and ETFs on the SIX Swiss Exchange supported?+
Yes. You can search tickers on the SIX Swiss Exchange, and prices update automatically - alongside securities from 53+ other exchanges including NYSE, NASDAQ, XETRA and Euronext.
Do I have to connect my Swiss bank or broker?+
No. There is no bank or broker linking at all - you add holdings manually or import a CSV/Excel file. Your e-banking credentials never leave your hands, and the tracker works with every Swiss or foreign institution.
Can I track my pension fund (2nd pillar) too?+
Yes. Add your Pensionskasse or vested benefits balance as a pension account and update it from your annual statement. It is included in your net worth and snapshots like any other account.
Is the portfolio tracker free?+
Yes. The free plan includes unlimited accounts and positions, automatic prices, all 27 currencies and weekly snapshots with 30 days of history - no credit card required. Premium ($4/month, $36/year or $99 lifetime) adds daily snapshots, unlimited history and advanced analytics.
Is it available in German?+
Yes. The full tracker and all calculators are available in German and English (plus French, Spanish and Portuguese), with Swiss-friendly number and currency formatting.
Can I track a vested benefits (Freizügigkeit) account?+
Yes. Vested benefits accounts are a built-in Swiss pension type, alongside the pension fund (BVG) and Pillar 3a. Add the balance from your statement and it counts into your net worth like any other account.
Can I track Pillar 3b as well?+
Yes. Pillar 3b is a built-in Swiss pension account type next to Pillar 3a, so unrestricted savings and insurance-based 3b solutions can sit inside your retirement picture too.
Can I track my house and mortgage?+
Yes. Real estate is an asset account type and your mortgage is tracked as debt, so your net worth reflects the property value minus what you still owe - the honest Swiss homeowner picture.
See your whole Swiss net worth
Pillar 3a, pension fund, brokers and cash - one total in CHF.
Free plan · no bank linking · delete anytime
Portfolio figures shown are illustrative. Basic portfolio tracking is free; advanced analytics are part of Premium. Nothing here is financial or tax advice.