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.
Simple tool to easily see my current portfolio and per annum returns.
smooth app by the way 🙂
Easy to use with lots of information and very good and fast service!
I really like your service cos Degiro's tracking is kind of bad.
A true problem solver.
Discovered this app by accident as I was looking for trading journal for risk management purposes: Simple Portfolio offers performance overview and automatically analyze your data. It is reliable and secure.
The founder is dedicated to respond to the struggles individuals face. Simple Portfolio provides an indicator on how you perform, the profits and losses made. Several sites offer portfolio overall indicators, what makes it special? It is granular and encapsulates brokers like Degiro.
Jakub presents professional skills that brought up my user experience to yearly subscription.
Great Customer Care Team!
I really love your website, it's simple and elegant which is just what I want and was too lazy to develop myself.
Simple, clean and excellent customer support. Good functionality in the free version and even better in the premium subscription. Importing Degiro portfolio is very easy and it just works. Some ISINs not yet supported but customer service replied very promptly that this is in the making. Better functionality compared to other free and paid solutions out there and very helpful given Degiro's poor built-in 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.
I tested your app today and I am pretty impressed. It's much better than some other third party apps that I tried (Beanvest, Portfolio Performance or Zeus to name a few).
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.