“it's incredibly good”

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.

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.

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 now

It allows me to stay on top of my investment portfolio, enabling to make informed investment decisions.

great job building and launching this thing. I love how easy/intuitive you've made the whole thing. especially ingesting data 🙇‍♀️

— Donal

Great product by the way. I am enjoying using it and now I have a much better overview than before.

it's incredibly good

— Pedro

Eliminates the chore of manual portfolio tracking.

— Danny

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.

— David Baines

You are scaring me with your customer focus. Seriously though, in this day & age when no one really cares about customers, this is highly refreshing.

— Vijay

The website is fast and clean. Plus Jakub, the founder, answers all the questions in a timely manner. The whole experience is seamless. I can't recommend it enough.

Some other solutions require login data. I'm happy with the CSV imports on the Simple Portfolio app, it's easy enough and makes me feel safer.

I'm currently using the free version. It already provides me with far better visibility than my broker (Degiro). I imagine the paid version is even more powerful.

— Marco André

great app by the way 👍🏼

— Robert

A portfolio tracker with very accurate calculation of yields.

— Martin

See all testimonials →

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.