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.

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 💙

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

TBH I'm surprised by how fast it is. I used to use a different desktop app before and it took ages to calculate the values for different time frames. And the UX... I love it

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

I can finally see my overall portfolio performance at one place. It tracks the fees, so you can optimize your buying strategy. So far I'm fine with the free version, but considering an upgrade, especially for the tax season.

Very useful and good for keeping an eye on my portfolio. Of course there is some room for improvement, but Jakub is working on it constantly. Live stock prices would be great for example. Jakub is quick in his responses. There was a ticker in my portfolio with the wrong price and he had changed it within minutes. Importing from De Giro goes flawless, better than some other trackers. Trade Republic had to be added manually, because TR has no possibility to export my transactions to a CSV or PDF. Took me some time, but all tickers were there! Also all Dutch stocks, just Simple!! To support Jakub and his good work I even pay now for Premium.... He deserves the stars!

Lean and clean tool to track investments.

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

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.

— Ciarán

All brokers are so damn old in terms of UI and UX. This website brings a bunch of fresh air to a static environment.

— Matteo

best support 👍👍

— Sothon

Just wanted to say I love the improved platform. It makes me super excited 🙂

— Paul

See all testimonials →

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

€ 49

One-time payment per tax year.

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

Medium

€ 99

One-time payment per tax year.

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

Large

€ 199

One-time payment per tax year.

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

Questions?

Ask us at [email protected] or via the chat.