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 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.

β€” Andrew K

The only app which lets me import most of my portfolios and see true performance for free.

β€” Christof

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

β€” Nuno

The tool is great.

β€” Uday

A simple way to track your investments, including dividends. It shows clearly and in a simple way all my investments.

β€” Oriol

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.

β€” Linas

Very clear and super easy to use. Ideal companion for a Degiro account.

The creator answers quickly and fixes the issues effectively.

great job building and launching this thing. I love how easy/intuitive you've made the whole thing. especially ingesting data πŸ™‡β€β™€οΈ

β€” Donal

Simple and powerful.

I was looking for an easy app to track my portfolio. I was amazed with Simple Portfolio since day one.

Import from Degiro was super easy and right after that I could see some insights about my portfolio that I couldn't even see on my broker.

This is the kind of app I love, simple, easy and powerful.

β€” Aurelio

It is simple, yet it has most of the info I value on the same page. Imports are also easy. Really happy. I've just started my journey in investing, so this is very handy.

β€” Filipe

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

€ 8 /month

or € 72/year 25% off

  • 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.