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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.
it's incredibly good
I have been using this application from past 1 year and I like how simple but accurate way all the information is presented.
Also Jakub is really good and listen to new needs and collaborate to improve things.
I would love to see them adding Options Trading reporting also.
great app by the way ππΌ
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 didnβt 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.
Works very well!!
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 love this product
Thanks a lot for this app... I've been looking to something like this for some time...
I'm doing my tax report and using your app to help me! Thanks!
Easy way to see investment graphs.
$0 /month
or $0 /year
Recommended
$9 /month
or $90 /year 2 months for free
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