Free
$0 /month
or $0 /year
- Unlimited trades
- Unlimited brokerage accounts
- 1 portfolio
- Performance tracking
- Automatic dividend & split tracking
- Chat support
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.
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.
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.
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.
Make sure your portfolio is well diversified by breaking it down by asset class, region and sector
See how would your portfolio perform if you invested the same amounts in a benchmark of your choice such as S&P 500.
Track your portfolio risk, see your risk-adjusted return and compare it to a benchmark.
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'm doing my tax report and using your app to help me! Thanks!
It allows me to view how my investments perform over time, and compare my performance to simply holding cash
I have been using this platform for a few months and I love it. I mainly use DEGIRO and adding trades is done in 5 seconds, it's very convenient. I love the simple, clear visuals of your portfolio distribution (holdings, sector, region). I could recommend this to anyone who wants real overview of their portfolio.
I've been trying Simple Portfolio and it's amazing. I love your product.
I appreciate the work you put into the site, nothing comes quite close to its simplicity and functionality.
Excellent, simply excellent
Demystifies broker statements
A fresh and reliable app to track accurately your portfolio status, gains and keep track of your taxes. It helps me evaluate my investing choices.
Some of the offered functionalities are well above competitors in terms of price/quality and are very unique since they are focused on European investors who are under served in the market.
Works very well!!
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.
$0 /month
or $0 /year
$9 /month
or $90 /year 2 months for free
Ask us at [email protected] or via the chat.