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.
Nifty little app to track portfolio over multiple brokers.
Allows me to consolidate my portfolio view in one place, automatically imports trades in a very simple process saving me hours of work.
I haven't used the tax reporting function because I'm only filing again next year but I think it will be a lifesaver.
Simple Portfolio is the perfect website to track your investments. The best feature is that it displays the amount you invested on the chart and what % of your portfolio what investment is. Next to that, the dividend graph is also very handy. You can import from multiple brokers or enter transactions manually. Everything is easy to use. But best of all, it's free!
Top application - really unique and trustworthy!
It just works.
I can track the performance of my portfolio and understand its breakdown so that I know where to make new investments.
It automatically parses the trades I import from DeGiro and then automatically keeps track of the evolution of each position, dividends, etc. without any effort from my side. It is also great not to have to worry about currency conversions
The app is really clear and usable. It is really easy to import the Degiro porfolio just uploading the Account.csv. I needed help with some transactions I did via MyInvestor and I had answer in less than two days. Normally, in less than 10 minutes. Jakub is really kind and even adds items if they aren't includent in the app in a record time. If I haven't subscribed yet it is because of the money, otherwise I would have bought the premium version!
Fantastic application! I'd go as far as to say it's the best on the market. It effortlessly allows you to consolidate all your accounts in one place, and everything runs smoothly and quickly.
Furthermore, the customer support is excellent. While I'm looking forward to seeing more features added in the future, it already excels in handling tax-related tasks and providing general analytics.
Very clear and super easy to use. Ideal companion for a Degiro account.
The creator answers quickly and fixes the issues effectively.
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!
A portfolio tracker with very accurate calculation of yields.
Great application for tracking your portfolio over longer periods of time and getting useful metrics on the performance of your portfolio.
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.