Track and visualize your Swissquote 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

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.

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.

Make sure your portfolio is diversified

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

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

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

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 now

Testimonials πŸ’™

Don't take our word for it. See what our customers have to say.

Just the tool I was looking for. Really love where this is going man. It's badly needed as Degiro has nothing that is really helpful. Thanks again for taking the time to build this!

β€” Myles

You're doing a great product.

β€” Florin

Valuable app for portfolio overview. It works great with DEGIRO exports, so no hassle with manual input.

Even the free version is great for small portfolios!

The support is really great, and very responsive.

β€” Dennis van der Gaag

After trialing a lot of portfolio trackers I can recommend simple portofolio. The free version has already quite a lot of information regarding portofolio performance and current & closed positions etc. I have a slight accounting issue however Jakub is really fast with the support. Hopefully once this is solved and I end up fully trusting the import process I could transition to a paid plan :)

β€” Ovidiu Oprinca

it's an impressive app and I'm a happy customer

β€” Paul

Worked like a charm

β€” Denis

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

The creator answers quickly and fixes the issues effectively.

β€” Emanuele Cagliero

Simple but effective...

After going through so many tracking platforms and applications I really struggled to find anything I liked that served my needs. I used to track every transaction, deposit, withdrawal and fee as well as map my progress in my own spreadsheets. Tracking myself became unmanageable as my portfolio grew, so it was time for me to give it the quality it deserved. I then found Simple Portfolio and really liked it. I became a paying customer really quickly, which is unusual for me.

What I really like now about this product is not only the ease and compatibility with difficult brokers like DEGIRO, but also how its constantly being improved. There is a really good developer behind the project and the support is second to none. I am genuinely excited to see the product evolve.

I have used the product for almost 6 months now and buzz off keeping my portfolio up to date in order to track my performance each month. Worth a look if you manage any financial portfolio and need to track its performance.

β€” Tom Ramsden

Correct FIFO tax reports, great support.

I was looking for an app to solve a very common problem: FIFO PnL calculation with partial sales, as it is required by tax authorities of many countries. This is extremely tedious to do manually, especially as an active trader. In my experience most traders are not even aware of this requirement and deliver false tax reports based on average price. Enjoy tax audits... After looking through the few not very convincing and/or overpriced pieces of software available I came across an online subscription-based service called Simple Portfolio. Developer Jakub is extremely responsive and even caters for special requirements. CSV import is possible for many brokers, such as Interactive Brokers, even quirky Swissquote and more. Although I have not explored all features yet (various ways to analyze and display portfolio performance etc.), I am super happy already with the correct tax report calculation. Subscription fees (split into portfolio management and tax reporting) well spent. Definitely recommended.

β€” Ralph

Thanks a lot for this app... I've been looking to something like this for some time...

β€” Marcos

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

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.