Free
$0 /month
or $0 /year
- Unlimited trades
- Unlimited brokerage accounts
- 1 portfolio
- Performance tracking
- Automatic dividend & split tracking
- Chat support
Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.
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.
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.
Excellent, simply excellent
The app looks so sharp! Thank you for building this!
After trialing a lot of portfolio trackers I can recommend simple portofolio. The free version has already quite a lot of information regarding portofolio performance and current & closed positions etc. I have a slight accounting issue however Jakub is really fast with the support. Hopefully once this is solved and I end up fully trusting the import process I could transition to a paid plan :)
Intuitive and useful platform
Easy to use and does exactly what I wanted it to do for free. Very quick and effective responses from support team when I ran into issues
Simple and does exactly what it promises.
Amazing little simple tool. I really like the simplicity and clean design of your app.
great job building and launching this thing. I love how easy/intuitive you've made the whole thing. especially ingesting data πββοΈ
Your site is beautiful.
Worked like a charm
I tested your app today and I am pretty impressed. It's much better than some other third party apps that I tried (Beanvest, Portfolio Performance or Zeus to name a few).
$0 /month
or $0 /year
$9 /month
or $90 /year 2 months for free
Ask us at [email protected] or via the chat.