Track your portfolio's performance

Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.

Import your trades from the following brokers, from a CSV file or add them manually.

Track numbers that matter in the long-term

Most brokers don't show you the numbers that matter in the long term. We show you your true net annualized return rate, annualized fee ratio, capital gains yield, and dividend yield.

All your investments in one place

Get a perfect overview of all your investments in one place. Easily see your asset allocation and how well each asset performs. For each holding, we show you its absolute and annualized net return including fees and dividends.

Simple Portfolio dividend income breakdown

Track your dividend income

You no longer have to manually enter your dividends into a spreadsheet. All dividends and other corporate actions get automatically imported into your portfolio.

Plan ahead with the dividend calendar

Track your upcoming dividends so that you can plan which holdings to keep and which to sell.

Make sure your portfolio is diversified

Make sure your portfolio is well diversified by breaking it down by asset class, region and sector

Compare your portfolio to a benchmark

See how would your portfolio perform if you invested the same amounts in a benchmark of your choice such as S&P 500.

Make sure your portfolio risk is appropriate to your returns

Track your portfolio risk, see your risk-adjusted return and compare it to a benchmark.

Do your taxes in minutes, not days

Doing your taxes used to be a hassle. Not anymore. With our detailed tax report, you have everything you need to file your taxes. See a sample tax report.

Import all your trades in seconds

You don't have to enter your trades manually. Just drag & drop your account statements from your broker or spreadsheets. We do the rest.

Ready to give it a try? Evaluate your portfolio for free.

Try it now

Testimonials 💙

Don't take our word for it. See what our customers have to say.

Last week I showed the app to a friend and he loved it!

— Nuno

Fantastic application! I'd go as far as to say it's the best on the market. It effortlessly allows you to consolidate all your accounts in one place, and everything runs smoothly and quickly.

Furthermore, the customer support is excellent. While I'm looking forward to seeing more features added in the future, it already excels in handling tax-related tasks and providing general analytics.

— Volodymyr Nazarenko

The only app which lets me import most of my portfolios and see true performance for free.

— Christof

I can finally see my overall portfolio performance at one place. It tracks the fees, so you can optimize your buying strategy. So far I'm fine with the free version, but considering an upgrade, especially for the tax season.

— Jan Stropnicky

I've been trying Simple Portfolio and it's amazing. I love your product.

— Aurélio

Very usefull app to follow one or more portfolios. The support is excellent and help with any questions and issues uploading portfolios. Responses are quick and helpfull.

All in all a reliable portfolio service with good support.

— Stephen Buskin

Overall great app and awesome support

Overall great and "simple" way of tracking portfolio. Free features are good.

Support and replies to inquiries are adequate and timely and have lead to satisfactory conclusions on multiple occasions.

— Bas