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.

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.

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

Just drag & drop your account statements or spreadsheets. We do the rest.

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

Questions?

Ask us at hi@simpleportfolio.app

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