Track and visualize your Charles Schwab portfolio
Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.
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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.
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.
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.
You no longer have to manually enter your dividends into a spreadsheet. All dividends and other corporate actions get automatically imported into your portfolio.
Track your upcoming dividends so that you can plan which holdings to keep and which to sell.
Make sure your portfolio is well diversified by breaking it down by asset class, region and sector
See how would your portfolio perform if you invested the same amounts in a benchmark of your choice such as S&P 500.
Track your portfolio risk, see your risk-adjusted return and compare it to a benchmark.
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.
You don't have to enter your trades manually. Just drag & drop your account statements from your broker or spreadsheets. We do the rest.
Don't take our word for it. See what our customers have to say.
Simple Portfolio is a really cool 💪
This is an amazing tool
An easy app to track your portfolio of stocks.
Your product seems great, keep it up!
Easy way to see investment graphs.
I'm doing my tax report and using your app to help me! Thanks!
Nice UI analytics interface on top of the limited performance data that my broker provides.
A portfolio tracker with very accurate calculation of yields.
It shows me graphs DEGIRO does not so I get a different point of view on my portfolio.
Great app! Does exactly what you expect it to do!
$0 /month
or $0 /year
Recommended
$9 /month
or $90 /year 2 months for free
Ask us at [email protected] or via the chat.
