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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.
Fantastic application! I'd go as far as to say it's the best on the market. It effortlessly allows you to consolidate all your accounts in one place, and everything runs smoothly and quickly.
Furthermore, the customer support is excellent. While I'm looking forward to seeing more features added in the future, it already excels in handling tax-related tasks and providing general analytics.
Simple tool to easily see my current portfolio and per annum returns.
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.
Love the tool. Degiro is a total pain when it comes to portfolio tracking. Your service is awesome.
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.
Demystifies broker statements
it's incredibly good
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!
smooth app by the way π
After testing various trackers, I decided on SP. I have many stock positions at Interactive Broker and Degiro, importing via CSV was an important point for me. None of the trackers did better than SP, even the market leader ($24/month) didn't import many stocks.
The site is informative due to various evaluation options and has everything you need. You have instant support directly from the developer, Jakub answers all questions. The roadmap for further feature development looks good. After a short time I was convinced and booked the full version for $8.
$0 /month
or $0 /year
Recommended
$9 /month
or $90 /year 2 months for free
Ask us at [email protected] or via the chat.