Automatically track your dividends

Import your trades with one click and start tracking your dividend income.

Join 10,000+ happy investors

See your dividend yield

Calculate the impact that dividends are having on your portfolio performance.

See your dividend breakdown

See how your dividend income evolved in time and which holdings contributed the most.

Prepare your taxes in minutes

No more hours spent preparing your taxes. Our tax report shows you everything you need to prepare your taxes.

Import your trades from the following brokers, from a CSV file or add them manually.

There's more...

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.

Simple Portfolio upcoming dividends

Plan ahead with the dividend calendar

Track your upcoming dividends so that you can plan which holdings to keep and which to sell.

Simple Portfolio dashboard

Track your portfolio's performance

Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.

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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.

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Make sure your portfolio is diversified

Make sure your portfolio is well diversified by breaking it down by asset class, region and sector

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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.

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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.

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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.

Testimonials πŸ’™

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

Simple and does exactly what it promises.

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.

The tool is great.

β€” Uday

This is an amazing tool

β€” Dale

A simple way to track your investments, including dividends. It shows clearly and in a simple way all my investments.

β€” Oriol

Your site is beautiful.

β€” Jean

Simple Portfolio is the tool I needed - I've had a DeGiro account for about 7 years, but didn't have a way of tracking assorted metrics over time. But this tool has really allowed me to get a handle on my investments and their performance, and helps me feel more informed.

Jakub, the creator, is also really responsive to emails. I had a query for him, and not only did he respond, but implemented an update to the app that displayed what I wanted to see.

Highly recommended.

Simple app to track my ETFs, stocks and crypto in one place. No more excel.

It's easy to use. Many other apps are to complicated for small, passive investors.

β€” Jakub

Looks really clean!

β€” Gerben

great app by the way πŸ‘πŸΌ

β€” Robert

See all testimonials β†’

Pricing & plans

Free

$0 /month

or $0 /year

  • Unlimited trades
  • Unlimited brokerage accounts
  • 1 portfolio
  • Performance tracking
  • Automatic dividend & split tracking
  • Chat support
Get started for free

Premium

Recommended

$9 /month

or $90 /year 2 months for free

  • Unlimited trades
  • Unlimited brokerage accounts
  • 5 portfolios
  • Performance tracking
  • Automatic dividend & split tracking
  • Holding analysis
  • Portfolio benchmarking
  • Dividend calendar
  • Advanced dividend analysis
  • Portfolio breakdown
  • Portfolio risk analysis
  • Chat support
Get started for free

Tax report pricing

Tax reports can be purchased with a one-time payment per tax year starting at $0 .
See the pricing

Questions?

Ask us at [email protected] or via the chat.