Free
$0 /month
or $0 /year
- Unlimited trades
- Unlimited brokerage accounts
- 1 portfolio
- Performance tracking
- Automatic dividend & split tracking
- Chat support
Track and visualize your Revolut portfolio
Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.
Import your trades from the following brokers, from a CSV file or add them manually.
Track numbers that matter in the long-term
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.
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.
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.
Make sure your portfolio is diversified
Make sure your portfolio is well diversified by breaking it down by asset class, region and sector
Compare your portfolio to a benchmark
See how would your portfolio perform if you invested the same amounts in a benchmark of your choice such as S&P 500.
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.
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.
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 enjoy your application.
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 👍🏼
TBH I'm surprised by how fast it is. I used to use a different desktop app before and it took ages to calculate the values for different time frames. And the UX... I love it
I really love your website, it's simple and elegant which is just what I want and was too lazy to develop myself.
Great Customer Care Team!
Very useful and good for keeping an eye on my portfolio. Of course there is some room for improvement, but Jakub is working on it constantly. Live stock prices would be great for example. Jakub is quick in his responses. There was a ticker in my portfolio with the wrong price and he had changed it within minutes. Importing from De Giro goes flawless, better than some other trackers. Trade Republic had to be added manually, because TR has no possibility to export my transactions to a CSV or PDF. Took me some time, but all tickers were there! Also all Dutch stocks, just Simple!! To support Jakub and his good work I even pay now for Premium.... He deserves the stars!
Easy to use with lots of information and very good and fast service!
Simple Portfolio is a really cool 💪
Pricing & plans
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
- Chat support
Tax report pricing
Tax reports can be purchased with a one-time payment per tax year starting at $0 .
Questions?
Ask us at [email protected] or via the chat.