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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.
I love this product
The dashboard that my broker lacks to provide.
Better insights in my statistics without going through a lot of hassle.
A way to actually see my percentage gains in DEGIRO. LOL.
useful, easy to use and convenient
best support ππ
I really love your website, it's simple and elegant which is just what I want and was too lazy to develop myself.
Demystifies broker statements
Every functionality you're missing in DEGIRO in terms of visualisations and overviews is in Simple Portfolio.
It helps me see the bigger picture across my whole portfolio.
Great product by the way. I am enjoying using it and now I have a much better overview than before.
A one stop shop for portfolio performance, even for stock purchased through different brokers.
$0 /month
or $0 /year
Recommended
$9 /month
or $90 /year 2 months for free
Ask us at [email protected] or via the chat.