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.
You are scaring me with your customer focus. Seriously though, in this day & age when no one really cares about customers, this is highly refreshing.
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.
Great Customer Care Team!
Awesome portfolio tracking tool
Great product. Fast and easy to use, I have all my portfolio numbers always at hand without having to sign in to my broker.
I have been a user for almost two years and support is amazing.
it's an impressive app and I'm a happy customer
Degiro does not give a good tax report but with your app it was easy to get it.
Thanks for the app! This is awesome and at the same time unbelievable that DEGIRO doesn't provide anything like it.
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.
Easy way to see investment graphs.
TBH I'm surprised by how fast it is. I used to use a different desktop app before and it took ages to calculate the values for different time frames. And the UX... I love it
$0 /month
or $0 /year
$9 /month
or $90 /year 2 months for free
Ask us at [email protected] or via the chat.