Automatically track your dividends
Import your trades with one click and start tracking your dividend income.
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Import your trades with one click and start tracking your dividend income.
Calculate the impact that dividends are having on your portfolio performance.
See how your dividend income evolved in time and which holdings contributed the most.
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.
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.
Track your upcoming dividends so that you can plan which holdings to keep and which to sell.
Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.
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.
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.
A one stop shop for portfolio performance, even for stock purchased through different brokers.
Works very well!!
I enjoy your application.
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.
Very clear and super easy to use. Ideal companion for a Degiro account.
The creator answers quickly and fixes the issues effectively.
I've tried several investment tracking solutions, from building my own Google Sheets (which was a nightmare to maintain) to using other apps that just didn’t hit the mark. SimplePortfolio is a game-changer! I've found the app it really intuitive, and the design is clean. It centralizes all my investment data in one place.
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.
You are the only app that gives really good yearly and monthly performance overview.
This is an amazing tool
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.
$0 /month
or $0 /year
Recommended
$9 /month
or $90 /year 2 months for free
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