Track and visualize your Fidelity portfolio
Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.
Existing customer? Sign in
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.
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.
The ultimate Degiro tracker which provides a better understanding of my historical portfolio performance, underlying sector allocations, (un)realized returns, and received dividends.
useful, easy to use and convenient
Great application for tracking your portfolio over longer periods of time and getting useful metrics on the performance of your portfolio.
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.
I appreciate the work you put into the site, nothing comes quite close to its simplicity and functionality.
Great app! Does exactly what you expect it to do!
The dashboard that my broker lacks to provide.
Better insights in my statistics without going through a lot of hassle.
to be honest the fast response is amazing. I’ll keep the subs up.
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.
€ 0 /month
or € 0/year
Recommended
€ 8 /month
or € 80/year 2 months for free
Ask us at [email protected] or via the chat.
