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.

Join 10,000+ happy investors

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.

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Make sure your portfolio is diversified

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

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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.

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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.

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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.

Testimonials πŸ’™

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

easy way to track your dividends

Simple, clean and excellent customer support. Good functionality in the free version and even better in the premium subscription. Importing Degiro portfolio is very easy and it just works. Some ISINs not yet supported but customer service replied very promptly that this is in the making. Better functionality compared to other free and paid solutions out there and very helpful given Degiro's poor built-in reporting.

β€” Clemens

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

β€” Michiel

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.

β€” Torres

It just works.

I can track the performance of my portfolio and understand its breakdown so that I know where to make new investments.

It automatically parses the trades I import from DeGiro and then automatically keeps track of the evolution of each position, dividends, etc. without any effort from my side. It is also great not to have to worry about currency conversions

β€” Nuno

A portfolio tracker with very accurate calculation of yields.

β€” Martin

I tested your app today and I am pretty impressed. It's much better than some other third party apps that I tried (Beanvest, Portfolio Performance or Zeus to name a few).

β€” Clemens

Simple and powerful.

I was looking for an easy app to track my portfolio. I was amazed with Simple Portfolio since day one.

Import from Degiro was super easy and right after that I could see some insights about my portfolio that I couldn't even see on my broker.

This is the kind of app I love, simple, easy and powerful.

β€” Aurelio

Simple tool to easily see my current portfolio and per annum returns.

Your site is beautiful.

β€” Jean

See all testimonials β†’

Tax report pricing

Free

$0

One-time payment per tax year.

  • 25 transactions
  • Unlimited brokerage accounts
  • Chat support
Get started
One-time payment. No subscription.

Small

$55

One-time payment per tax year.

  • 100 transactions
  • Unlimited brokerage accounts
  • Chat support
Get started
One-time payment. No subscription.

Medium

$109

One-time payment per tax year.

  • 1,000 transactions
  • Unlimited brokerage accounts
  • Chat support
Get started
One-time payment. No subscription.

Large

$219

One-time payment per tax year.

  • 100,000 transactions
  • Unlimited brokerage accounts
  • Chat support
Get started
One-time payment. No subscription.

Questions?

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