Simple Portfolio

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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Know your true performance

See your annualized portfolio performance over any period and break it down to capital gains, dividend yield and fees ratio.

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.

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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.

Simple Portfolio dividend income breakdown

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.

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Testimonials 💙

Don't take our word for it. See what our customers have to say.

The app is really really great, it is very simple to track your yields and performance. Also importing my track (from Degiro in my case) was super simple.

Jakub, the creator, is very helpful and answers in record time.

Would 100% recommend.

— Jesus

It allows me to view how my investments perform over time, and compare my performance to simply holding cash

— Nick

all my stocks in one app

— Maj

This is an amazing tool

— Dale

Valuable app for portfolio overview. It works great with DEGIRO exports, so no hassle with manual input.

Even the free version is great for small portfolios!

The support is really great, and very responsive.

— Dennis van der Gaag

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.

— Tom

lovely UI, love the import from Degiro as well

— Hugo

I've tried several investment tracking solutions, from building my own Google Sheets (which was a nightmare to maintain) to using other apps that just didn’t hit the mark. SimplePortfolio is a game-changer! I've found the app it really intuitive, and the design is clean. It centralizes all my investment data in one place.

— Pedro