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 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
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.
Great tool to track your holdings
Adding to what others have said:
A very usable, very affordable alternative to the more complex platform.
You get a very good overview of your portfolio, its holdings, the upcoming dividends, and some more detailed analysis tools.
Jakub is very responsive and happy to include your suggestions.
The tool complements my trading platform perfectly and I warmly recommend it.
Nice UI analytics interface on top of the limited performance data that my broker provides.
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 :)
User friendly and extremely useful.
I've tried many tools for managing my portfolio, from apps, browser extensions, and even creating many my own excel spreadsheet.
In my case I use Degiro, which unfortunately doesn't provide interesting tools and statistics about our portfolio. This was the best alternative I found.
I already reached out to the support which is also very helpful.
lovely UI, love the import from Degiro as well
Intuitive and useful platform
Easy to use and does exactly what I wanted it to do for free. Very quick and effective responses from support team when I ran into issues
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.
useful, easy to use and convenient
Quick, simple portfolio tracking software that allows you to import trades from your broker in order to view detailed statistics on your performance. It has been designed with my broker (Degiro) in mind.
Great app with useful information which DEGIRO doesn't provide.
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.