Simple Portfolio

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.

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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.

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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.

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.

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.

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Testimonials 💙

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

great job building and launching this thing. I love how easy/intuitive you've made the whole thing. especially ingesting data 🙇‍♀️

— Donal

Amazing little simple tool. I really like the simplicity and clean design of your app.

— Tim

Very usefull app to follow one or more portfolios. The support is excellent and help with any questions and issues uploading portfolios. Responses are quick and helpfull.

All in all a reliable portfolio service with good support.

— Stephen Buskin

Your product seems great, keep it up!

— Grzegorz

Simple app to track my ETFs, stocks and crypto in one place. No more excel.

It's easy to use. Many other apps are to complicated for small, passive investors.

— Jakub

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.

— Aurelio

Great product by the way. I am enjoying using it and now I have a much better overview than before.

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.

— Anton