“it's incredibly good”

Understand your portfolio's performance

Track 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.

Know your true performance

See your annualized portfolio performance over any period and break it down to capital gains, dividend yield and fees ratio.

Keep an eye on your fees

See how your brokerage fees impact your long-term returns.

Benchmark your portfolio

See how would your portfolio perform if you invested the same amounts in a benchmark of your choice such as S&P 500 or MSCI World index.

Import your trades from the following brokers, from a CSV file or add them manually.

Make sure your portfolio is diversified

Make sure your portfolio is well diversified by breaking it down by asset class, region and sector

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.

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.

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.

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

A way to actually see my percentage gains in DEGIRO. LOL.

— Paul

I love this product

— Paul

I appreciate the work you put into the site, nothing comes quite close to its simplicity and functionality.

— Wouter

You're doing a great product.

— Florin

Excellent, simply excellent

— Adrien

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

— Marcos

simple, easy to interpret

— Pedro

useful, easy to use and convenient

— Luis

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

This is an amazing tool

— Dale

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
Chat support

Tax report pricing

Tax reports can be purchased with a one-time payment per tax year starting at $0 .

See the pricing

Questions?

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