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.
Existing customer? Sign in
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.
See your annualized portfolio performance over any period and break it down to capital gains, dividend yield and fees ratio.
See how your brokerage fees impact your long-term returns.
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.
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 well diversified by breaking it down by asset class, region and sector
Track your portfolio risk, see your risk-adjusted return and compare it to a benchmark.
You no longer have to manually enter your dividends into a spreadsheet. All dividends and other corporate actions get automatically imported into your portfolio.
Track your upcoming dividends so that you can plan which holdings to keep and which to sell.
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.
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.
You don't have to enter your trades manually. Just drag & drop your account statements from your broker or spreadsheets. We do the rest.
Don't take our word for it. See what our customers have to say.
I appreciate the work you put into the site, nothing comes quite close to its simplicity and functionality.
to be honest the fast response is amazing. I’ll keep the subs up.
great job building and launching this thing. I love how easy/intuitive you've made the whole thing. especially ingesting data 🙇♀️
smooth app by the way 🙂
User friendly and extremely useful.
I've tried many tools for managing my portfolio, from apps, browser extensions, and even creating many my own excel spreadsheet.
In my case I use Degiro, which unfortunately doesn't provide interesting tools and statistics about our portfolio. This was the best alternative I found.
I already reached out to the support which is also very helpful.
Simple tool to easily see my current portfolio and per annum returns.
A one stop shop for portfolio performance, even for stock purchased through different brokers.
Great application for tracking your portfolio over longer periods of time and getting useful metrics on the performance of your portfolio.
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!
The tool is great.
€ 0 /month
or € 0/year
Recommended
€ 8 /month
or € 80/year 2 months free
Ask us at [email protected] or via the chat.
