Correct FIFO tax reports, great support.

I was looking for an app to solve a very common problem: FIFO PnL calculation with partial sales, as it is required by tax authorities of many countries. This is extremely tedious to do manually, especially as an active trader. In my experience most traders are not even aware of this requirement and deliver false tax reports based on average price. Enjoy tax audits... After looking through the few not very convincing and/or overpriced pieces of software available I came across an online subscription-based service called Simple Portfolio. Developer Jakub is extremely responsive and even caters for special requirements. CSV import is possible for many brokers, such as Interactive Brokers, even quirky Swissquote and more. Although I have not explored all features yet (various ways to analyze and display portfolio performance etc.), I am super happy already with the correct tax report calculation. Subscription fees (split into portfolio management and tax reporting) well spent. Definitely recommended.

You are scaring me with your customer focus. Seriously though, in this day & age when no one really cares about customers, this is highly refreshing.

Great app for tracking multiple portfolios in one place.

I use Simple Portfolio for more than a year. When I saw the value and converted into a paid customer.

The quality of the charts, the data, the design of the whole app and especially the monthly newsletter is the reason to use the app.

Also the customer support is very responsive and listens to user feedback and updates the app regularly.

Highly recommend it.

stupid simple

Just found this tool on Reddit. Looks absolutely fantastic. I'm currently trading through Degiro and their UI for portfolio tracking is so awful. I'm especially impressed by your UI.

Demystifies broker statements

I have to say my import from Degiro worked perfectly, it’s well programmed, good work!

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.

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.

It's easy to use, easy to import transactions and I can quickly see my portfolio's stats. I haven't found any other web app that does what this web app does as well.