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.
Simple and does exactly what it promises.
Really nice app, looks nice and its not that hard to use
It allows me to view how my investments perform over time, and compare my performance to simply holding cash
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.
Thanks a lot for this app... I've been looking to something like this for some time...
The app looks so sharp! Thank you for building this!
Great app! Finally I can see the true return (p.a.) of my whole portfolio presented in a simple and understandable way. It works with Degiro exports and it's free!
Love the tool. Degiro is a total pain when it comes to portfolio tracking. Your service is awesome.
Simple Portfolio is a really cool 💪
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
€ 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.
Ask us at [email protected] or via the chat.
