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.
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.
all my stocks in one app
Investment tracking platform for my different platforms. I see my investment info in one place. I can easily print and declare tax report to my country authority.
great app by the way 👍🏼
Great tool to track your holdings
Adding to what others have said:
A very usable, very affordable alternative to the more complex platform.
You get a very good overview of your portfolio, its holdings, the upcoming dividends, and some more detailed analysis tools.
Jakub is very responsive and happy to include your suggestions.
The tool complements my trading platform perfectly and I warmly recommend it.
Your site is beautiful.
Great app for tracking multiple portfolios in one place.
I use Simple Portfolio for more than a year. When I saw the value and converted into a paid customer.
The quality of the charts, the data, the design of the whole app and especially the monthly newsletter is the reason to use the app.
Also the customer support is very responsive and listens to user feedback and updates the app regularly.
Highly recommend it.
I can finally see my overall portfolio performance at one place. It tracks the fees, so you can optimize your buying strategy. So far I'm fine with the free version, but considering an upgrade, especially for the tax season.
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!
to be honest the fast response is amazing. I’ll keep the subs up.
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.