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.

Join 10,000+ happy investors

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.

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.

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Make sure your portfolio is diversified

Make sure your portfolio is well diversified by breaking it down by asset class, region and sector

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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.

Simple Portfolio upcoming dividends

Plan ahead with the dividend calendar

Track your upcoming dividends so that you can plan which holdings to keep and which to sell.

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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.

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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.

Testimonials πŸ’™

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

great app by the way πŸ‘πŸΌ

β€” Robert

smooth app by the way πŸ™‚

You have built a wonderful tool - the analytics have really helped me understand my portfolio a bit better. You should be very proud of your work!

β€” Patrick

Eliminates the chore of manual portfolio tracking.

β€” Danny

Correct FIFO tax reports, great support.

I was looking for an app to solve a very common problem: FIFO PnL calculation with partial sales, as it is required by tax authorities of many countries. This is extremely tedious to do manually, especially as an active trader. In my experience most traders are not even aware of this requirement and deliver false tax reports based on average price. Enjoy tax audits... After looking through the few not very convincing and/or overpriced pieces of software available I came across an online subscription-based service called Simple Portfolio. Developer Jakub is extremely responsive and even caters for special requirements. CSV import is possible for many brokers, such as Interactive Brokers, even quirky Swissquote and more. Although I have not explored all features yet (various ways to analyze and display portfolio performance etc.), I am super happy already with the correct tax report calculation. Subscription fees (split into portfolio management and tax reporting) well spent. Definitely recommended.

β€” Ralph

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.

β€” Clemens

Nice UI analytics interface on top of the limited performance data that my broker provides.

β€” Niklas

A fresh and reliable app to track accurately your portfolio status, gains and keep track of your taxes. It helps me evaluate my investing choices.

Some of the offered functionalities are well above competitors in terms of price/quality and are very unique since they are focused on European investors who are under served in the market.

β€” Aldo

Excellent cost effective portfolio tracker with all main features one would expect (portfolio and individual security value and P&L tracker, dividend history and future projections plus breakdowns by asset class, geography and sector). It also incorporates reporting to assist with submitting correct tax returns.

However probably the most impressive aspect was how easy it was to import quite complex transaction data from Degiro. For example I imported one portfolio with 799 historical transactions in 1 or 2 minutes with no errors and a second portfolio with 3289 transactions with only one minor issue that Jakub fixed within a few hours of me reaching out.

Jakub is very responsive to questions regarding the use of the application or fixing any minor import issues.

I would highly recommend Simple Portfolio.

useful, easy to use and convenient

β€” Luis

See all testimonials β†’

Pricing & plans

Free

$0 /month

or $0 /year

  • Unlimited trades
  • Unlimited brokerage accounts
  • 1 portfolio
  • Performance tracking
  • Automatic dividend & split tracking
  • Chat support
Get started for free

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
  • Chat support
Get started for free

Tax report pricing

Tax reports can be purchased with a one-time payment per tax year starting at $0 .
See the pricing

Questions?

Ask us at [email protected] or via the chat.