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.

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

Testimonials 💙

Don't take our word for it. See what our customers have to say.

I'm doing my tax report and using your app to help me! Thanks!

— Nuno

Love the website, very simplistic and useful.

A portfolio tracker with very accurate calculation of yields.

— Martin

The app looks so sharp! Thank you for building this!

— Falco

I really love your website, it's simple and elegant which is just what I want and was too lazy to develop myself.

— Maarten

The dashboard that my broker lacks to provide.

Better insights in my statistics without going through a lot of hassle.

— Max

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.

— Adrien

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.

— Bas

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.

— Filipe