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

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.

Make sure your portfolio is diversified

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

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

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

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 πŸ’™

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

Simple Portfolio is a really cool πŸ’ͺ

β€” Jakub

A fresh and reliable app to track accurately your portfolio status, gains and keep track of your taxes. It helps me evaluate my investing choices.

Some of the offered functionalities are well above competitors in terms of price/quality and are very unique since they are focused on European investors who are under served in the market.

β€” Aldo

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.

β€” Dennis van der Gaag

Just the tool I was looking for. Really love where this is going man. It's badly needed as Degiro has nothing that is really helpful. Thanks again for taking the time to build this!

β€” Myles

easy way to track your dividends

Great application for tracking your portfolio over longer periods of time and getting useful metrics on the performance of your portfolio.

β€” Peter Phelan

Simply the best portfolio tracker I've come across. Automatic broker import makes monthly updates a breeze.

β€” Daniel

Easy, perfect support!

β€” Martin Laco

Amazing little simple tool. I really like the simplicity and clean design of your app.

β€” Tim

User friendly and extremely useful.

I've tried many tools for managing my portfolio, from apps, browser extensions, and even creating many my own excel spreadsheet.

In my case I use Degiro, which unfortunately doesn't provide interesting tools and statistics about our portfolio. This was the best alternative I found.

I already reached out to the support which is also very helpful.

β€” Torres

See all testimonials β†’

Pricing & plans

Free

$0 /month

or $0 /year

  • Unlimited trades
  • Unlimited brokerage accounts
  • 1 portfolio
  • Performance tracking
  • Automatic dividend & split tracking
  • Chat support

Premium

Recommended

$9 /month

or $90 /year 2 months for free

  • Unlimited trades
  • Unlimited brokerage accounts
  • 5 portfolios
  • Performance tracking
  • Automatic dividend & split tracking
  • Holding analysis
  • Portfolio benchmarking
  • Dividend calendar
  • Advanced dividend analysis
  • Portfolio breakdown
  • Portfolio risk analysis
  • Tax reporting
  • Chat support

Questions?

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