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.
Nifty little app to track portfolio over multiple brokers.
Allows me to consolidate my portfolio view in one place, automatically imports trades in a very simple process saving me hours of work.
I haven't used the tax reporting function because I'm only filing again next year but I think it will be a lifesaver.
A simple way to track your investments, including dividends. It shows clearly and in a simple way all my investments.
After trialing a lot of portfolio trackers I can recommend simple portofolio. The free version has already quite a lot of information regarding portofolio performance and current & closed positions etc. I have a slight accounting issue however Jakub is really fast with the support. Hopefully once this is solved and I end up fully trusting the import process I could transition to a paid plan :)
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
Great app with useful information which DEGIRO doesn't provide.
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.
TBH I'm surprised by how fast it is. I used to use a different desktop app before and it took ages to calculate the values for different time frames. And the UX... I love it
I have been using this platform for a few months and I love it. I mainly use DEGIRO and adding trades is done in 5 seconds, it's very convenient. I love the simple, clear visuals of your portfolio distribution (holdings, sector, region). I could recommend this to anyone who wants real overview of their portfolio.
great job building and launching this thing. I love how easy/intuitive you've made the whole thing. especially ingesting data 🙇♀️
Great porfolio app to track performance of your portfolio.
I can see performance by year and sector allocation, plus costs for transactions.
Easy drag and drop import from Degiro.
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.