Managing an investment portfolio means tracking every buy, every sell, and every position across multiple brokers. At EasyPortfolio, we've built a platform that consolidates all of this into a single view — regardless of whether you trade on Trading 212, DEGIRO, Interactive Brokers, or Revolut.

Today, we're introducing holdings limits for our Free plan, and we want to be fully transparent about what this means for you.

What's Changing?

Free plan users can now track up to 10 active holdings in their portfolio. An "active holding" is a security (stock or ETF) where you currently own shares — identified by its unique ISIN code.

This limit applies to the number of distinct securities you hold, not the number of trades. You can execute as many buy and sell orders as you like for the securities in your portfolio.

How It Works in Practice

Importing Trades from Your Broker

When you upload a CSV export from your broker, EasyPortfolio now performs a smart pre-scan of the entire file before processing. Here's what that means:

  • Round-trip trades are free. If your CSV contains a buy of 10 shares of Apple followed by a sell of all 10 shares, that position ends at zero. It doesn't consume one of your 10 slots. The full trade history is imported so your tax reports and performance charts remain accurate.

  • Chronological priority. If your file contains more new securities than you have available slots, the system admits them in the order they first appear in your file. This preserves the natural timeline of your trading history.

  • Existing holdings don't count as new. If you already hold Microsoft in your portfolio and your CSV contains additional Microsoft purchases, those trades are always imported — they don't use a new slot.

Adding Trades Manually

The same rules apply when you add trades through the dashboard:

  • Buying a security you already own? Always allowed.
  • Selling any position? Always allowed.
  • Buying a brand-new security when you're at 10 holdings? You'll see a message asking you to upgrade or free up a slot by fully selling an existing position.

What Counts as a "Holding"?

A holding is defined by its ISIN (International Securities Identification Number) — the universal identifier for financial instruments. This means:

  • The same stock bought across different brokers counts as one holding. If you bought Starbucks on DEGIRO and also on Trading 212, that's one holding, not two.
  • Fractional shares count the same as whole shares. Whether you own 0.01 shares or 100 shares of a company, it's one holding.
  • Once you sell your entire position in a security (net quantity reaches zero), that slot is freed up for a different security.

Why Are We Introducing This?

EasyPortfolio's core mission is to make portfolio tracking accessible to every investor. The Free plan gives you everything you need to get started: multi-broker CSV imports, portfolio dashboard, trade history, dividend tracking, and performance charts.

The 10-holding limit on the Free plan allows us to keep these features available at no cost while sustaining the infrastructure — API calls, data storage, and real-time price feeds — that powers them.

For investors with larger portfolios, our Premium plan removes this limit entirely, along with unlocking advanced features like tax reports, sector allocation analysis, and projected dividend income.

Frequently Asked Questions

Q: I already have more than 10 holdings. Will I lose data?
No. Your existing trades and portfolio data are fully preserved. The limit only applies to adding new securities going forward.

Q: Can I choose which 10 securities to keep?
Yes. You can sell positions you no longer want to track to free up slots for new securities.

Q: Does this affect my dividend history or tax reports?
No. All historical data remains intact. The limit only controls whether new, previously-unheld securities can be added.

Q: What happens if I upload a CSV with 15 new stocks?
The system will import the first 10 (in chronological order) and skip the remaining 5. Round-trip trades (where you bought and sold everything) are always imported since they don't result in an active holding.

Q: I trade the same stocks on multiple brokers. Does that count as multiple holdings?
No. Holdings are identified by ISIN, which is universal across all brokers and exchanges. One ISIN = one holding, regardless of how many brokers you use.

Ready to track your full portfolio without limits? Upgrade to Premium and unlock unlimited holdings, tax reports, and more.