Track your portfolio's performance

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

Join 10,000+ happy investors

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.

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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.

Simple Portfolio upcoming dividends

Plan ahead with the dividend calendar

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

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Make sure your portfolio is diversified

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

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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.

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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.

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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.

Testimonials πŸ’™

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

Simple Portfolio is the perfect website to track your investments. The best feature is that it displays the amount you invested on the chart and what % of your portfolio what investment is. Next to that, the dividend graph is also very handy. You can import from multiple brokers or enter transactions manually. Everything is easy to use. But best of all, it's free!

The ultimate Degiro tracker which provides a better understanding of my historical portfolio performance, underlying sector allocations, (un)realized returns, and received dividends.

β€” Jordy

Excellent, simply excellent

β€” Adrien

A true problem solver.

Discovered this app by accident as I was looking for trading journal for risk management purposes: Simple Portfolio offers performance overview and automatically analyze your data. It is reliable and secure.

The founder is dedicated to respond to the struggles individuals face. Simple Portfolio provides an indicator on how you perform, the profits and losses made. Several sites offer portfolio overall indicators, what makes it special? It is granular and encapsulates brokers like Degiro.

Jakub presents professional skills that brought up my user experience to yearly subscription.

β€” Adrien

Excellent cost effective portfolio tracker with all main features one would expect (portfolio and individual security value and P&L tracker, dividend history and future projections plus breakdowns by asset class, geography and sector). It also incorporates reporting to assist with submitting correct tax returns.

However probably the most impressive aspect was how easy it was to import quite complex transaction data from Degiro. For example I imported one portfolio with 799 historical transactions in 1 or 2 minutes with no errors and a second portfolio with 3289 transactions with only one minor issue that Jakub fixed within a few hours of me reaching out.

Jakub is very responsive to questions regarding the use of the application or fixing any minor import issues.

I would highly recommend Simple Portfolio.

You're doing a great product.

β€” Florin

Nice UI analytics interface on top of the limited performance data that my broker provides.

β€” Niklas

Easy way to see investment graphs.

β€” Hugo

I have tested many such tools, but in my opinion this is one of the best available on the market. Easy to use, data is correct and the developer is very helpful.

Interactive Broker's semi-automatic import works great.

Simple, clean and excellent customer support. Good functionality in the free version and even better in the premium subscription. Importing Degiro portfolio is very easy and it just works. Some ISINs not yet supported but customer service replied very promptly that this is in the making. Better functionality compared to other free and paid solutions out there and very helpful given Degiro's poor built-in reporting.

β€” Clemens

See all testimonials β†’

Pricing & plans

Annual subscription 25% off

Recommended

€ 6 /month

Billed annually (€ 72/year)

Try 7 days for free

Monthly subscription

€ 8 /month

Try 7 days for free

Tax report pricing

Tax reports can be purchased with a one-time payment per tax year starting at €0.
See the pricing

Questions?

Ask us at [email protected] or via the chat.