Portfolio tracking for long-term investors
You don't have to sign up to get started.
Before Simple Portfolio: 1. Spend weeks fiddling with your spreadsheets to make them work. 2. Manually enter all trades and dividends every time. 3. Find out the market data API you are using just shut down or stopped working. 4. Pay for another API and somehow glue it together with your spreadsheet. 5. Find out the API does not have data for an ETF you just bought... 6. ... 7. Give up 😢
After Simple Portfolio: 1. Import or enter your trades. 2. Simple Portfolio does the rest 😌
📈 Track only numbers that matter
Most brokers don't show you the numbers that matter in the long-term. We are not like most brokers. See your long-term annualized return rate including dividends, fees and currency fluctuations.
⏱ See your portfolio in time
See you how is your portfolio doing over time to get some perspective and stay motivated.
⚖️ Keep your portfolio in balance
Shows you your current asset allocation and tells you how to rebalance it when it drifts.
👀 Keep an eye on your fees
Shows you all fees and how they impact your portfolio returns.
🗂 Prepare your taxes with ease
Prepare your taxes with ease thanks to capital gains and dividend tax reports.
📥 Easily import your trades
Import your trades from multiple brokerage accounts. Or from a spreadsheet. Or type them manually. It’s up to you.
🔒 Your data is safe
We keep your data private and safe. You can export it anytime to a CSV or Excel file.