Track and visualize your Interactive Brokers portfolio

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.

Track numbers that matter in the long-term

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.

All your investments in one place

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.

Simple Portfolio dividend income breakdown

Track your dividend income

You no longer have to manually enter your dividends into a spreadsheet. All dividends and other corporate actions get automatically imported into your portfolio.

Plan ahead with the dividend calendar

Track your upcoming dividends so that you can plan which holdings to keep and which to sell.

Make sure your portfolio is diversified

Make sure your portfolio is well diversified by breaking it down by asset class, region and sector

Compare your portfolio to a benchmark

See how would your portfolio perform if you invested the same amounts in a benchmark of your choice such as S&P 500.

Make sure your portfolio risk is appropriate to your returns

Track your portfolio risk, see your risk-adjusted return and compare it to a benchmark.

Do your taxes in minutes, not days

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.

Import all your trades in seconds

You don't have to enter your trades manually. Just drag & drop your account statements from your broker or spreadsheets. We do the rest.

Ready to give it a try? Evaluate your portfolio for free.

Try it now

Testimonials 💙

Don't take our word for it. See what our customers have to say.

A simple way to track your investments, including dividends. It shows clearly and in a simple way all my investments.

— Oriol

All brokers are so damn old in terms of UI and UX. This website brings a bunch of fresh air to a static environment.

— Matteo

I have tested many such tools, but in my opinion this is one of the best available on the market. Easy to use, data is correct and the developer is very helpful.

Interactive Broker's semi-automatic import works great.

— Richard Krauss

Great product by the way. I am enjoying using it and now I have a much better overview than before.

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.

— Nuno C

Simple Portfolio is a really cool 💪

— Jakub

It allows me to stay on top of my investment portfolio, enabling to make informed investment decisions.

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.

— Fabian

The app is really clear and usable. It is really easy to import the Degiro porfolio just uploading the Account.csv. I needed help with some transactions I did via MyInvestor and I had answer in less than two days. Normally, in less than 10 minutes. Jakub is really kind and even adds items if they aren't includent in the app in a record time. If I haven't subscribed yet it is because of the money, otherwise I would have bought the premium version!

— María