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.
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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.
See your annualized portfolio performance over any period and break it down to capital gains, dividend yield and fees ratio.
See how your brokerage fees impact your long-term returns.
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.
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.
Make sure your portfolio is well diversified by breaking it down by asset class, region and sector
Track your portfolio risk, see your risk-adjusted return and compare it to a benchmark.
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.
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.
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.
User friendly and extremely useful.
I've tried many tools for managing my portfolio, from apps, browser extensions, and even creating many my own excel spreadsheet.
In my case I use Degiro, which unfortunately doesn't provide interesting tools and statistics about our portfolio. This was the best alternative I found.
I already reached out to the support which is also very helpful.
Simply the best portfolio tracker I've come across. Automatic broker import makes monthly updates a breeze.
Easy to use with lots of information and very good and fast service!
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.
Simple but effective...
After going through so many tracking platforms and applications I really struggled to find anything I liked that served my needs. I used to track every transaction, deposit, withdrawal and fee as well as map my progress in my own spreadsheets. Tracking myself became unmanageable as my portfolio grew, so it was time for me to give it the quality it deserved. I then found Simple Portfolio and really liked it. I became a paying customer really quickly, which is unusual for me.
What I really like now about this product is not only the ease and compatibility with difficult brokers like DEGIRO, but also how its constantly being improved. There is a really good developer behind the project and the support is second to none. I am genuinely excited to see the product evolve.
I have used the product for almost 6 months now and buzz off keeping my portfolio up to date in order to track my performance each month. Worth a look if you manage any financial portfolio and need to track its performance.
Portfolio analytics in one click.
It gives me actionable insights that I cannot find on other platforms that save me money and time.
Your product seems great, keep it up!
Just the tool I was looking for. Really love where this is going man. It's badly needed as Degiro has nothing that is really helpful. Thanks again for taking the time to build this!
it's an impressive app and I'm a happy customer
I have been using this platform for a few months and I love it. I mainly use DEGIRO and adding trades is done in 5 seconds, it's very convenient. I love the simple, clear visuals of your portfolio distribution (holdings, sector, region). I could recommend this to anyone who wants real overview of their portfolio.
$0 /month
or $0 /year
Recommended
$9 /month
or $90 /year 2 months for free
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