Track and visualize your Swissquote portfolio
Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.
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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.
Just wanted to say I love the improved platform. It makes me super excited 🙂
The best site for tracking my portfolio
I had some problems converting my data from my broker to csv to get it into Simple portfolio but the support was great and once the data was fixed it imported flawlessly. I like the overview and I like that I can track my performance against an index.
I have tried many other portfolio tracking sites but Simple Portfolio is the one that works best for me.
It's easy to use, easy to import transactions and I can quickly see my portfolio's stats. I haven't found any other web app that does what this web app does as well.
Great portfolio tracker - keep it up!
I was always looking for a good portfolio tracker but couldn't find one for multiple brokers—until I came across 'Simple Portfolio'. At first, I was a bit skeptical and had some questions, which I asked Jakub via support. He explained a few things and helped me further. This also convinced me to subscribe. So far, very positive—keep it up!
The only app which lets me import most of my portfolios and see true performance for free.
I have been using your product for over a year now. It is the best out of the list of portfolio management tools that can handle imports from Degiro.
The dashboard that my broker lacks to provide.
Better insights in my statistics without going through a lot of hassle.
best support 👍👍
I have tested many such tools, but in my opinion this is one of the best available on the market. Easy to use, data is correct and the developer is very helpful.
Interactive Broker's semi-automatic import works great.
Great app for tracking multiple portfolios in one place.
I use Simple Portfolio for more than a year. When I saw the value and converted into a paid customer.
The quality of the charts, the data, the design of the whole app and especially the monthly newsletter is the reason to use the app.
Also the customer support is very responsive and listens to user feedback and updates the app regularly.
Highly recommend it.
$0 /month
or $0 /year
Recommended
$9 /month
or $90 /year 2 months for free
Ask us at [email protected] or via the chat.
