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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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.
See your short- and long-term realized gains and dividend income broken down by country.
Harvest your tax losses with our unrealized gains report.
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.
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.
Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.
You no longer have to manually enter your dividends into a spreadsheet. All dividends and other corporate actions get automatically imported into your portfolio.
Track your upcoming dividends so that you can plan which holdings to keep and which to sell.
Make sure your portfolio is well diversified by breaking it down by asset class, region and sector
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.
See how would your portfolio perform if you invested the same amounts in a benchmark of your choice such as S&P 500.
Track your portfolio risk, see your risk-adjusted return and compare it to a benchmark.
You don't have to enter your trades manually. Just drag & drop your account statements from your broker or spreadsheets. We do the rest.
Don't take our word for it. See what our customers have to say.
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.
Quick, simple portfolio tracking software that allows you to import trades from your broker in order to view detailed statistics on your performance. It has been designed with my broker (Degiro) in mind.
Just wanted to say I love the improved platform. It makes me super excited 🙂
A way to actually see my percentage gains in DEGIRO. LOL.
best support 👍👍
You're doing a great product.
The ultimate Degiro tracker which provides a better understanding of my historical portfolio performance, underlying sector allocations, (un)realized returns, and received dividends.
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).
Overall great app and awesome support
Overall great and "simple" way of tracking portfolio. Free features are good.
Support and replies to inquiries are adequate and timely and have lead to satisfactory conclusions on multiple occasions.
All brokers are so damn old in terms of UI and UX. This website brings a bunch of fresh air to a static environment.
€ 0
One-time payment per tax year.
€ 49
One-time payment per tax year.
€ 99
One-time payment per tax year.
€ 199
One-time payment per tax year.
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