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.

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.

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 well diversified by breaking it down by asset class, region and sector

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

Track your portfolio risk, see your risk-adjusted return and compare it to a benchmark.

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 💙

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

Simple Portfolio is a really cool 💪

— Jakub

Demystifies broker statements

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.

— Richard Krauss

The only tool that really works well for me is Simple Portfolio. I love it! It is simple to use, free and neat.

— Ma Langkan

Intuitive and useful platform

Easy to use and does exactly what I wanted it to do for free. Very quick and effective responses from support team when I ran into issues

— Alexandre Tavares

great UI, and clarity... I was kind of wishing that DeGiro would have this as a standard (but they don't seem to have any performance reporting).

— Aik

lovely UI, love the import from Degiro as well

— Hugo

great job building and launching this thing. I love how easy/intuitive you've made the whole thing. especially ingesting data 🙇‍♀️

— Donal

It's easy to use, easy to import transactions and I can quickly see my portfolio's stats. I haven't found any other web app that does what this web app does as well.