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.
I have to say my import from Degiro worked perfectly, it’s well programmed, good work!
I appreciate the work you put into the site, nothing comes quite close to its simplicity and functionality.
Easy way to see investment graphs.
lovely UI, love the import from Degiro as well
Excellent, simply excellent
Quick, simple portfolio tracking software that allows you to import trades from your broker in order to view detailed statistics on your performance. It has been designed with my broker (Degiro) in mind.
Simple Portfolio is a really cool 💪
Intuitive and useful platform
Easy to use and does exactly what I wanted it to do for free. Very quick and effective responses from support team when I ran into issues
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.
The ultimate Degiro tracker which provides a better understanding of my historical portfolio performance, underlying sector allocations, (un)realized returns, and received dividends.
€ 0 /month
or € 0/year
Recommended
€ 8 /month
or € 80/year 2 months for free
Ask us at [email protected] or via the chat.
