Bank AI
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eToro portfolio tracker

Bank AI reads your eToro account under PSD2 - stock and ETF positions, crypto holdings and (where exposed) CFD positions - and shows it next to every other bank, broker and wallet you hold.

eToro Multi-asset social-trading platform headquartered in Israel and the UK, regulated by the FCA, CySEC and ASIC across multiple operating entities.

Markets
11+
Asset classes
Stocks / ETFs / Crypto / CFDs
Connection
PSD2 (read-only)

What Bank AI surfaces from your eToro account

Read-only by design. Bank AI never copies trades or places orders on eToro on your behalf.

  • Stock and ETF positions

    Equity and ETF holdings (held as actual securities for European clients on most pairs) read into Bank AI with cost basis and current value.

  • Crypto holdings

    Bitcoin, Ethereum and the wider crypto coverage list at eToro surfaced as digital-asset positions next to your bank and broker holdings.

  • Cash and copy-trading exposure

    USD cash balance and (if visible to the connector) the notional exposure inside CopyPortfolios is surfaced so the picture is honest.

  • Realised P&L

    Recently closed positions are tagged as realised gains; open positions show unrealised P&L converted to your home currency.

Markets where eToro operates

eToro serves clients across all 11 Bank AI launch markets via FCA-regulated and CySEC-regulated entities; specific instruments and CFD availability vary by jurisdiction.

  • United Kingdom
  • Ireland
  • Germany
  • France
  • Italy
  • Spain
  • Belgium
  • Luxembourg
  • Netherlands
  • Portugal
  • Czech Republic

Asset classes covered

  • Stocks (real and CFDs)
  • ETFs (real and CFDs)
  • Crypto (50+ coins)
  • Forex CFDs
  • Commodity CFDs
  • Index CFDs

Tax wrappers compatible

eToro operates as a brokerage account in most jurisdictions. Bank AI surfaces eToro as a brokerage holding alongside any wrapper accounts (ISA, PEA, Depot, conto titoli) you hold elsewhere.

  • Brokerage account (all markets)
  • Crypto holdings (separate tag)
  • CFD positions (where exposed)

Ask the Bank AI assistant

Plain-language questions across your eToro positions plus everything else.

  • What is my total crypto exposure across eToro, Coinbase and Bitpanda?
  • How much have I made or lost in CopyPortfolios this year?
  • Show me my realised vs. unrealised P&L on US stocks held at eToro.
  • Compare my eToro returns to the S&P 500 over the last 24 months.

eToro and Bank AI - frequently asked questions

Does Bank AI copy-trade or place orders on eToro?

No. Bank AI is read-only by design. We surface positions, cash, dividends and CopyPortfolio exposure so you can see the picture, but every trade and copy decision continues to be made inside eToro. We never move money on your behalf.

Does Bank AI cover crypto holdings on eToro?

Yes. Where eToro exposes crypto position data via the connector, Bank AI surfaces those holdings as digital-asset positions next to your bank, broker and other crypto-wallet positions, with multi-currency totals reflected in your net worth.

Are CFDs and leveraged positions surfaced?

Where the connector exposes them, yes - notional exposure is surfaced separately from cash-equity positions so the leverage picture is clear. Bank AI explicitly tags CFD exposure as derivative so it cannot be confused with an equity holding of the same name.

Does Bank AI calculate UK CGT on eToro disposals?

No - Bank AI is a money app, not a tax tool. UK CGT, with same-day, 30-day and section-104 pool rules, is best handled in dedicated tax software or by your eToro annual statement. Bank AI surfaces the underlying disposals so the audit trail is clean.

Can I see eToro alongside my pension and bank accounts?

Yes. eToro positions sit in the same view as your AJ Bell SIPP, your home banking and your other broker accounts, with one multi-currency net worth number computed live.

Is my eToro data stored outside the EU?

No. Bank AI processes broker data in EU regions by default, with AES-256 encryption and EU-region key management. eToro itself remains the custodian of your assets; Bank AI never holds them.

Connect eToro to your full money picture

Closed preview in 2026 Q2 - public launch later in 2026.

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