Track your portfolio's performance
Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.
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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.
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.
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.
You no longer have to manually enter your dividends into a spreadsheet. All dividends and other corporate actions get automatically imported into your portfolio.
Track your upcoming dividends so that you can plan which holdings to keep and which to sell.
Make sure your portfolio is well diversified by breaking it down by asset class, region and sector
See how would your portfolio perform if you invested the same amounts in a benchmark of your choice such as S&P 500.
Track your portfolio risk, see your risk-adjusted return and compare it to a benchmark.
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.
You don't have to enter your trades manually. Just drag & drop your account statements from your broker or spreadsheets. We do the rest.
Don't take our word for it. See what our customers have to say.
It just works.
I can track the performance of my portfolio and understand its breakdown so that I know where to make new investments.
It automatically parses the trades I import from DeGiro and then automatically keeps track of the evolution of each position, dividends, etc. without any effort from my side. It is also great not to have to worry about currency conversions
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.
Valuable app for portfolio overview. It works great with DEGIRO exports, so no hassle with manual input.
Even the free version is great for small portfolios!
The support is really great, and very responsive.
You're doing a great product.
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.
Looks really clean!
Just found this tool on Reddit. Looks absolutely fantastic. I'm currently trading through Degiro and their UI for portfolio tracking is so awful. I'm especially impressed by your UI.
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.
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.
great job building and launching this thing. I love how easy/intuitive you've made the whole thing. especially ingesting data 🙇♀️
€ 0 /month
or € 0/year
Recommended
€ 8 /month
or € 72/year 25% off
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