See all your realized gains and dividend income
See your short- and long-term realized gains and dividend income broken down by country.
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.
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.
Track your portfolio's performance
Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.
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.
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 well diversified by breaking it down by asset class, region and sector
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
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
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 nowTestimonials 💙
Don't take our word for it. See what our customers have to say.
Eliminates the chore of manual portfolio tracking.
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.
Love the website, very simplistic and useful.
I have to say my import from Degiro worked perfectly, it’s well programmed, good work!
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.
smooth app by the way 🙂
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.
Investment tracking platform for my different platforms. I see my investment info in one place. I can easily print and declare tax report to my country authority.
The best site for tracking my portfolio
I had some problems converting my data from my broker to csv to get it into Simple portfolio but the support was great and once the data was fixed it imported flawlessly. I like the overview and I like that I can track my performance against an index.
I have tried many other portfolio tracking sites but Simple Portfolio is the one that works best for me.
Your site is beautiful.
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.