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.
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.
Eliminates the chore of manual portfolio tracking.
Great app! Does exactly what you expect it to do!
Love the tool. Degiro is a total pain when it comes to portfolio tracking. Your service is awesome.
smooth app by the way 🙂
Amazing little simple tool. I really like the simplicity and clean design of your app.
Great porfolio app to track performance of your portfolio.
I can see performance by year and sector allocation, plus costs for transactions.
Easy drag and drop import from Degiro.
It gives me a clear insight into my performance, sectors I have invested in and helps me understand the weaknesses and strengths of my portfolio.
Very usefull app to follow one or more portfolios. The support is excellent and help with any questions and issues uploading portfolios. Responses are quick and helpfull.
All in all a reliable portfolio service with good support.
All brokers are so damn old in terms of UI and UX. This website brings a bunch of fresh air to a static environment.
Recommended
€ 6 /month
Billed annually (€ 72/year)
€ 8 /month
Ask us at [email protected] or via the chat.
