“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

Eliminates the chore of manual portfolio tracking.

— Danny

I really like your app, actually it looks very much like my local excel sheet, but better 😃

— Denys

Excellent cost effective portfolio tracker with all main features one would expect (portfolio and individual security value and P&L tracker, dividend history and future projections plus breakdowns by asset class, geography and sector). It also incorporates reporting to assist with submitting correct tax returns.

However probably the most impressive aspect was how easy it was to import quite complex transaction data from Degiro. For example I imported one portfolio with 799 historical transactions in 1 or 2 minutes with no errors and a second portfolio with 3289 transactions with only one minor issue that Jakub fixed within a few hours of me reaching out.

Jakub is very responsive to questions regarding the use of the application or fixing any minor import issues.

I would highly recommend Simple Portfolio.

— John McDermott

I enjoy your application.

— Dennis

Thanks for creating this app. It helps me consolidate my different Portfolios into one place. I had difficulties in the past trying to consolidate Trading 212 and Degiro. Your app is the only app that can do this almost accurately.

— Colin

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.

— Olivier

I really love your website, it's simple and elegant which is just what I want and was too lazy to develop myself.

— Maarten

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

— Alexandre Tavares

Demystifies broker statements

I've tried several investment tracking solutions, from building my own Google Sheets (which was a nightmare to maintain) to using other apps that just didn’t hit the mark. SimplePortfolio is a game-changer! I've found the app it really intuitive, and the design is clean. It centralizes all my investment data in one place.

— Pedro

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.