5 out of 5 stars

“it's incredibly good”

Save time and money on taxes

Doing your taxes used to be a hassle. Not anymore. With our detailed tax report, you have everything you (or your accountant) need to optimize and file your taxes.

See all your realized gains and dividend income

See your short- and long-term realized gains and dividend income broken down by country.

Optimize your taxes

Harvest your tax losses with our unrealized gains report.

Prepare your taxes in minutes, not days

No more hours spent preparing your taxes. Our tax report shows you everything you need to prepare your taxes.

Import your trades from the following brokers, from a CSV file or add them manually.

There's more...

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.

Simple Portfolio dashboard

Track your portfolio's performance

Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.

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.

Simple Portfolio upcoming dividends

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 diversified

Make sure your portfolio is well diversified by breaking it down by asset class, region and sector

All your investments in one place

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.

Compare your portfolio to a benchmark

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

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.

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

Testimonials 💙

Don't take our word for it. See what our customers have to say.

A way to actually see my percentage gains in DEGIRO. LOL.

— Paul

great UI, and clarity... I was kind of wishing that DeGiro would have this as a standard (but they don't seem to have any performance reporting).

— Aik

This is an amazing tool

— Dale

The app is really clear and usable. It is really easy to import the Degiro porfolio just uploading the Account.csv. I needed help with some transactions I did via MyInvestor and I had answer in less than two days. Normally, in less than 10 minutes. Jakub is really kind and even adds items if they aren't includent in the app in a record time. If I haven't subscribed yet it is because of the money, otherwise I would have bought the premium version!

— María

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!

— T.

You're doing a great product.

— Florin

Simple but effective...

After going through so many tracking platforms and applications I really struggled to find anything I liked that served my needs. I used to track every transaction, deposit, withdrawal and fee as well as map my progress in my own spreadsheets. Tracking myself became unmanageable as my portfolio grew, so it was time for me to give it the quality it deserved. I then found Simple Portfolio and really liked it. I became a paying customer really quickly, which is unusual for me.

What I really like now about this product is not only the ease and compatibility with difficult brokers like DEGIRO, but also how its constantly being improved. There is a really good developer behind the project and the support is second to none. I am genuinely excited to see the product evolve.

I have used the product for almost 6 months now and buzz off keeping my portfolio up to date in order to track my performance each month. Worth a look if you manage any financial portfolio and need to track its performance.

— Tom Ramsden

Great app! Does exactly what you expect it to do!

— Björn Walrave

Great app with useful information which DEGIRO doesn't provide.

— Michiel

Simple Portfolio is the tool I needed - I've had a DeGiro account for about 7 years, but didn't have a way of tracking assorted metrics over time. But this tool has really allowed me to get a handle on my investments and their performance, and helps me feel more informed.

Jakub, the creator, is also really responsive to emails. I had a query for him, and not only did he respond, but implemented an update to the app that displayed what I wanted to see.

Highly recommended.

— Patrick Brophy

See all testimonials →

Pricing & plans

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.