Track and visualize your Interactive Brokers portfolio

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.

Excellent cost effective portfolio tracker with all main features one would expect (portfolio and individual security value and P&L tracker, dividend history and future projections plus breakdowns by asset class, geography and sector). It also incorporates reporting to assist with submitting correct tax returns.

However probably the most impressive aspect was how easy it was to import quite complex transaction data from Degiro. For example I imported one portfolio with 799 historical transactions in 1 or 2 minutes with no errors and a second portfolio with 3289 transactions with only one minor issue that Jakub fixed within a few hours of me reaching out.

Jakub is very responsive to questions regarding the use of the application or fixing any minor import issues.

I would highly recommend Simple Portfolio.

Thanks a lot for this app... I've been looking to something like this for some time...

I enjoy your application.

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.

You have built a wonderful tool - the analytics have really helped me understand my portfolio a bit better. You should be very proud of your work!

Works very well!!

Eliminates the chore of manual portfolio tracking.

Demystifies broker statements