Know your true performance
See your annualized portfolio performance over any period and break it down to capital gains, dividend yield and fees ratio.
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.
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.
There's more...
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 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.
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 nowTestimonials 💙
Don't take our word for it. See what our customers have to say.
A way to actually see my percentage gains in DEGIRO. LOL.
All brokers are so damn old in terms of UI and UX. This website brings a bunch of fresh air to a static environment.
I really like your app, actually it looks very much like my local excel sheet, but better 😃
I have been using your product for over a year now. It is the best out of the list of portfolio management tools that can handle imports from Degiro.
Great portfolio tracker - keep it up!
I was always looking for a good portfolio tracker but couldn't find one for multiple brokers—until I came across 'Simple Portfolio'. At first, I was a bit skeptical and had some questions, which I asked Jakub via support. He explained a few things and helped me further. This also convinced me to subscribe. So far, very positive—keep it up!
all my stocks in one app
The only app which lets me import most of my portfolios and see true performance for free.
I'm doing my tax report and using your app to help me! Thanks!
it's incredibly good
Your site is beautiful.
Pricing & plans
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
- Tax reporting
- Chat support
Questions?
Ask us at [email protected] or via the chat.