“it's incredibly good”

Track and visualize your Lynx 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.

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

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

useful, easy to use and convenient

— Luis

I tested your app today and I am pretty impressed. It's much better than some other third party apps that I tried (Beanvest, Portfolio Performance or Zeus to name a few).

— Clemens

The best site for tracking my portfolio

I had some problems converting my data from my broker to csv to get it into Simple portfolio but the support was great and once the data was fixed it imported flawlessly. I like the overview and I like that I can track my performance against an index.

I have tried many other portfolio tracking sites but Simple Portfolio is the one that works best for me.

— Jesper Kondrup

Looks really clean!

— Gerben

The only tool that really works well for me is Simple Portfolio. I love it! It is simple to use, free and neat.

— Ma Langkan

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

I've tried several investment tracking solutions, from building my own Google Sheets (which was a nightmare to maintain) to using other apps that just didn’t hit the mark. SimplePortfolio is a game-changer! I've found the app it really intuitive, and the design is clean. It centralizes all my investment data in one place.

— Pedro

it's an impressive app and I'm a happy customer

— Paul

Just wanted to say I love the improved platform. It makes me super excited 🙂

— Paul

See all testimonials →

Free

$0 /month

or $0 /year

Unlimited trades
Unlimited brokerage accounts
1 portfolio
Performance tracking
Automatic dividend & split tracking
Chat support

Premium

Recommended

$9 /month

or $90 /year 2 months for free

Unlimited trades
Unlimited brokerage accounts
5 portfolios
Performance tracking
Automatic dividend & split tracking
Holding analysis
Portfolio benchmarking
Dividend calendar
Advanced dividend analysis
Portfolio breakdown
Portfolio risk analysis
Tax reporting
Chat support

Questions?

Ask us at [email protected] or via the chat.