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Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.
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.
The app is really really great, it is very simple to track your yields and performance. Also importing my track (from Degiro in my case) was super simple.
Jakub, the creator, is very helpful and answers in record time.
Would 100% recommend.
Demystifies broker statements
You have built a wonderful tool - the analytics have really helped me understand my portfolio a bit better. You should be very proud of your work!
Simple Portfolio is a really cool πͺ
Correct FIFO tax reports, great support.
I was looking for an app to solve a very common problem: FIFO PnL calculation with partial sales, as it is required by tax authorities of many countries. This is extremely tedious to do manually, especially as an active trader. In my experience most traders are not even aware of this requirement and deliver false tax reports based on average price. Enjoy tax audits... After looking through the few not very convincing and/or overpriced pieces of software available I came across an online subscription-based service called Simple Portfolio. Developer Jakub is extremely responsive and even caters for special requirements. CSV import is possible for many brokers, such as Interactive Brokers, even quirky Swissquote and more. Although I have not explored all features yet (various ways to analyze and display portfolio performance etc.), I am super happy already with the correct tax report calculation. Subscription fees (split into portfolio management and tax reporting) well spent. Definitely recommended.
Just wanted to say I love the improved platform. It makes me super excited π
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.
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.
It allows me to view how my investments perform over time, and compare my performance to simply holding cash
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).
β¬Β 0 /month
or β¬Β 0/year
Recommended
β¬Β 8 /month
or β¬Β 72/year 25% off
Ask us at [email protected] or via the chat.