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.
A true problem solver.
Discovered this app by accident as I was looking for trading journal for risk management purposes: Simple Portfolio offers performance overview and automatically analyze your data. It is reliable and secure.
The founder is dedicated to respond to the struggles individuals face. Simple Portfolio provides an indicator on how you perform, the profits and losses made. Several sites offer portfolio overall indicators, what makes it special? It is granular and encapsulates brokers like Degiro.
Jakub presents professional skills that brought up my user experience to yearly subscription.
Great app! Finally I can see the true return (p.a.) of my whole portfolio presented in a simple and understandable way. It works with Degiro exports and it's free!
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.
Overall great app and awesome support
Overall great and "simple" way of tracking portfolio. Free features are good.
Support and replies to inquiries are adequate and timely and have lead to satisfactory conclusions on multiple occasions.
You're doing a great product.
Excellent, simply excellent
Simple tool to easily see my current portfolio and per annum returns.
great app by the way ππΌ
to be honest the fast response is amazing. Iβll keep the subs up.
TBH I'm surprised by how fast it is. I used to use a different desktop app before and it took ages to calculate the values for different time frames. And the UX... I love it
$0 /month
or $0 /year
Recommended
$9 /month
or $90 /year 2 months for free
Ask us at [email protected] or via the chat.
