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.
Portfolio analytics in one click.
It gives me actionable insights that I cannot find on other platforms that save me money and time.
Last week I showed the app to a friend and he loved it!
great UI, and clarity... I was kind of wishing that DeGiro would have this as a standard (but they don't seem to have any performance reporting).
Just found this tool on Reddit. Looks absolutely fantastic. I'm currently trading through Degiro and their UI for portfolio tracking is so awful. I'm especially impressed by your UI.
You are the only app that gives really good yearly and monthly performance overview.
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!
stupid simple
Amazing little simple tool. I really like the simplicity and clean design of your app.
The dashboard that my broker lacks to provide.
Better insights in my statistics without going through a lot of hassle.
Great app for tracking multiple portfolios in one place.
I use Simple Portfolio for more than a year. When I saw the value and converted into a paid customer.
The quality of the charts, the data, the design of the whole app and especially the monthly newsletter is the reason to use the app.
Also the customer support is very responsive and listens to user feedback and updates the app regularly.
Highly recommend it.
€ 0 /month
or € 0/year
Recommended
€ 8 /month
or € 80/year 2 months for free
Ask us at [email protected] or via the chat.
