Track and visualize your Charles Schwab portfolio

A one stop shop for portfolio performance, even for stock purchased through different brokers.

I'm a paying customer and I'm thrilled with this product; no one has seemed to crack tracking investments from DEGIRO (even DEGIRO themselves have struggled with this), this app gives me a simple breakdown of my performance compared to major indices, and my allocation/diversity split. I'm glad to be using the product and excited to see what features come along in the future.

Investment tracking platform for my different platforms. I see my investment info in one place. I can easily print and declare tax report to my country authority.

Simple Portfolio is the perfect website to track your investments. The best feature is that it displays the amount you invested on the chart and what % of your portfolio what investment is. Next to that, the dividend graph is also very handy. You can import from multiple brokers or enter transactions manually. Everything is easy to use. But best of all, it's free!

Simple, clean and excellent customer support. Good functionality in the free version and even better in the premium subscription. Importing Degiro portfolio is very easy and it just works. Some ISINs not yet supported but customer service replied very promptly that this is in the making. Better functionality compared to other free and paid solutions out there and very helpful given Degiro's poor built-in reporting.

It shows me graphs DEGIRO does not so I get a different point of view on my portfolio.

I have been using this application from past 1 year and I like how simple but accurate way all the information is presented.

Also Jakub is really good and listen to new needs and collaborate to improve things.

I would love to see them adding Options Trading reporting also.

Very clear and super easy to use. Ideal companion for a Degiro account.

The creator answers quickly and fixes the issues effectively.

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.

This is an amazing tool