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.

Join 10,000+ happy investors

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.

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.

Simple Portfolio dashboard

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.

Simple Portfolio upcoming dividends

Plan ahead with the dividend calendar

Track your upcoming dividends so that you can plan which holdings to keep and which to sell.

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Make sure your portfolio is diversified

Make sure your portfolio is well diversified by breaking it down by asset class, region and sector

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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.

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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.

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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.

Testimonials πŸ’™

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

Thanks for the app! This is awesome and at the same time unbelievable that DEGIRO doesn't provide anything like it.

β€” Marco

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.

β€” Linas

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.

I enjoy your application.

β€” Dennis

Looks really clean!

β€” Gerben

The app is really really great, it is very simple to track your yields and performance. Also importing my track (from Degiro in my case) was super simple.

Jakub, the creator, is very helpful and answers in record time.

Would 100% recommend.

β€” Jesus

The only tool that really works well for me is Simple Portfolio. I love it! It is simple to use, free and neat.

β€” Ma Langkan

I can finally see my overall portfolio performance at one place. It tracks the fees, so you can optimize your buying strategy. So far I'm fine with the free version, but considering an upgrade, especially for the tax season.

A fresh and reliable app to track accurately your portfolio status, gains and keep track of your taxes. It helps me evaluate my investing choices.

Some of the offered functionalities are well above competitors in terms of price/quality and are very unique since they are focused on European investors who are under served in the market.

β€” Aldo

stupid simple

See all testimonials β†’

Tax report pricing

Free

€ 0

One-time payment per tax year.

  • 25 transactions
  • Unlimited brokerage accounts
  • Chat support
Get started
One-time payment. No subscription.

Small

€ 49

One-time payment per tax year.

  • 100 transactions
  • Unlimited brokerage accounts
  • Chat support
Get started
One-time payment. No subscription.

Medium

€ 99

One-time payment per tax year.

  • 1,000 transactions
  • Unlimited brokerage accounts
  • Chat support
Get started
One-time payment. No subscription.

Large

€ 199

One-time payment per tax year.

  • 100,000 transactions
  • Unlimited brokerage accounts
  • Chat support
Get started
One-time payment. No subscription.

Questions?

Ask us at [email protected] or via the chat.