Simple Portfolio

Performance tracking

Understand your portfolio's performance

Dividend tracking

Automatically track your dividends

Tax reporting

Save time and money on your taxes

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Performance tracking Dividend tracking Tax reporting
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Adding your trades

  • Importing your trades from a broker statement
  • Importing your trades from a CSV file
  • Adding the trades manually

Brokers

  • How to export your trades from DEGIRO
  • How to export your trades from Interactive Brokers
  • How to export your trades from Lynx
  • How to export your trades from TradeStation Global

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