Free
$0 /month
or $0 /year
- Unlimited trades
- Unlimited brokerage accounts
- 1 portfolio
- Performance tracking
- Automatic dividend & split tracking
- Chat support
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.
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.
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 nowTestimonials π
Don't take our word for it. See what our customers have to say.
After testing various trackers, I decided on SP. I have many stock positions at Interactive Broker and Degiro, importing via CSV was an important point for me. None of the trackers did better than SP, even the market leader ($24/month) didn't import many stocks.
The site is informative due to various evaluation options and has everything you need. You have instant support directly from the developer, Jakub answers all questions. The roadmap for further feature development looks good. After a short time I was convinced and booked the full version for $8.
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!
After trialing a lot of portfolio trackers I can recommend simple portofolio. The free version has already quite a lot of information regarding portofolio performance and current & closed positions etc. I have a slight accounting issue however Jakub is really fast with the support. Hopefully once this is solved and I end up fully trusting the import process I could transition to a paid plan :)
Very usefull app to follow one or more portfolios. The support is excellent and help with any questions and issues uploading portfolios. Responses are quick and helpfull.
All in all a reliable portfolio service with good support.
Great software
One of the most completed softwares.
It allows me to view how my investments perform over time, and compare my performance to simply holding cash
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.
Great porfolio app to track performance of your portfolio.
I can see performance by year and sector allocation, plus costs for transactions.
Easy drag and drop import from Degiro.
great job building and launching this thing. I love how easy/intuitive you've made the whole thing. especially ingesting data πββοΈ
simple, easy to interpret
Pricing & plans
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.