Track and visualize your Interactive Brokers portfolio
Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.
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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.
easy way to track your dividends
Thanks a lot for this app... I've been looking to something like this for some time...
Last week I showed the app to a friend and he loved it!
The app is really really great, it is very simple to track your yields and performance. Also importing my track (from Degiro in my case) was super simple.
Jakub, the creator, is very helpful and answers in record time.
Would 100% recommend.
Simple Portfolio is the perfect website to track your investments. The best feature is that it displays the amount you invested on the chart and what % of your portfolio what investment is. Next to that, the dividend graph is also very handy. You can import from multiple brokers or enter transactions manually. Everything is easy to use. But best of all, it's free!
It gives me a clear insight into my performance, sectors I have invested in and helps me understand the weaknesses and strengths of my portfolio.
Keep up the great work! Your app is great!
Love the tool. Degiro is a total pain when it comes to portfolio tracking. Your service is awesome.
Your product seems great, keep it up!
All brokers are so damn old in terms of UI and UX. This website brings a bunch of fresh air to a static environment.
$0 /month
or $0 /year
Recommended
$9 /month
or $90 /year 2 months for free
Ask us at [email protected] or via the chat.
