Enter your stocks, ETFs and crypto. See how your portfolio is made up, what average return it could earn, and how it could grow. The starting values are examples from the past, not a forecast. Just overwrite them.
Portfolio value
CHF 0
Sum of your positions
Return per year
Average return
Positions
| Name | Asset type | Value CHF | Return per year % |
|---|
Your values stay in your browser. Nothing is sent to a server.
Portfolio value then
Of which paid in
Of which growth
The starting return is the average of your positions; you can move it. Simplified assumption: the return applies to price and income together, and the savings rate is added at the end of each month. No taxes, no fees, no guarantee. Past performance says nothing about the future.
These providers are often mentioned when it comes to low costs and a simple tax statement. These assessments are not a recommendation. You'll find the full comparison under brokers for stocks, dividends and ETFs and crypto platforms.
Stocks and ETFs
No custody fee, free tax statement and an ETF savings plan with no purchase fee.
Insert partner linkMany markets and low fees on US exchanges. The tax statement costs extra.
Insert partner linkCrypto
Large selection of cryptocurrencies and a savings plan.
Insert partner linkVery large selection, deposits in Swiss francs possible.
Insert partner linkReclaiming withholding tax: step by step
Brokers for stocks, dividends and ETFs compared
Stocks in the tax return: step by step
ETFs in the tax return: step by step
Stocks and taxes in Switzerland: the overview
ETFs and taxes in Switzerland: the overview
Crypto and taxes in Switzerland: the overview
Crypto in the tax return: step by step
Reclaiming foreign withholding tax: DA-1 explained
Withholding tax: deadline and forfeiture, what you can still save