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.
Simple and powerful.
I was looking for an easy app to track my portfolio. I was amazed with Simple Portfolio since day one.
Import from Degiro was super easy and right after that I could see some insights about my portfolio that I couldn't even see on my broker.
This is the kind of app I love, simple, easy and powerful.
A fresh and reliable app to track accurately your portfolio status, gains and keep track of your taxes. It helps me evaluate my investing choices.
Some of the offered functionalities are well above competitors in terms of price/quality and are very unique since they are focused on European investors who are under served in the market.
Great application for tracking your portfolio over longer periods of time and getting useful metrics on the performance of your portfolio.
Great tool to track your holdings
Adding to what others have said:
A very usable, very affordable alternative to the more complex platform.
You get a very good overview of your portfolio, its holdings, the upcoming dividends, and some more detailed analysis tools.
Jakub is very responsive and happy to include your suggestions.
The tool complements my trading platform perfectly and I warmly recommend it.
It is simple, yet it has most of the info I value on the same page. Imports are also easy. Really happy. I've just started my journey in investing, so this is very handy.
useful, easy to use and convenient
Worked like a charm
Investment tracking platform for my different platforms. I see my investment info in one place. I can easily print and declare tax report to my country authority.
Simple and does exactly what it promises.
Simple tool to easily see my current portfolio and per annum returns.
€ 0 /month
or € 0/year
Recommended
€ 8 /month
or € 80/year 2 months for free
Ask us at [email protected] or via the chat.
