Understand your portfolio's performance

Demystifies broker statements

easy way to track your dividends

The app looks so sharp! Thank you for building this!

I have tested many such tools, but in my opinion this is one of the best available on the market. Easy to use, data is correct and the developer is very helpful.

Interactive Broker's semi-automatic import works great.

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.

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.

Simple and does exactly what it promises.

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.

Clean, effective, easy-to-use... I love it.

An amazing tool to easily track the performance of your portfolio. Very simple to use, keeps track of the metrics you care about (total return, cashflow, return above benchmark, etc), and the ability to share the portfolio with other people is a great way to discuss your performance in a simple and articulate way. The support is also phenomenal if you have any issues or questions.

Simple but effective...

After going through so many tracking platforms and applications I really struggled to find anything I liked that served my needs. I used to track every transaction, deposit, withdrawal and fee as well as map my progress in my own spreadsheets. Tracking myself became unmanageable as my portfolio grew, so it was time for me to give it the quality it deserved. I then found Simple Portfolio and really liked it. I became a paying customer really quickly, which is unusual for me.

What I really like now about this product is not only the ease and compatibility with difficult brokers like DEGIRO, but also how its constantly being improved. There is a really good developer behind the project and the support is second to none. I am genuinely excited to see the product evolve.

I have used the product for almost 6 months now and buzz off keeping my portfolio up to date in order to track my performance each month. Worth a look if you manage any financial portfolio and need to track its performance.