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.
The simplest, most straightforward
I logged in every portfolio tracker I could find and will stay with this one. Very ergonomic, straightforward, relevant KPI easily accessible. Great job from the creator. Looking forward to the updates coming. Very new yet very promising.
FYI: I am using DEGIRO.
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.
Great tool to track your holdings
Adding to what others have said:
A very usable, very affordable alternative to the more complex platform.
You get a very good overview of your portfolio, its holdings, the upcoming dividends, and some more detailed analysis tools.
Jakub is very responsive and happy to include your suggestions.
The tool complements my trading platform perfectly and I warmly recommend it.
The only tool that really works well for me is Simple Portfolio. I love it! It is simple to use, free and neat.
great job building and launching this thing. I love how easy/intuitive you've made the whole thing. especially ingesting data 🙇♀️
An easy app to track your portfolio of stocks.
I've been trying Simple Portfolio and it's amazing. I love your product.
I really love your website, it's simple and elegant which is just what I want and was too lazy to develop myself.
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.
best support 👍👍
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.