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.

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.

Make sure your portfolio is diversified

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

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

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

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 now

Testimonials πŸ’™

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

Great software

One of the most completed softwares.

β€” Chris

Simple and does exactly what it promises.

The website is fast and clean. Plus Jakub, the founder, answers all the questions in a timely manner. The whole experience is seamless. I can't recommend it enough.

Some other solutions require login data. I'm happy with the CSV imports on the Simple Portfolio app, it's easy enough and makes me feel safer.

I'm currently using the free version. It already provides me with far better visibility than my broker (Degiro). I imagine the paid version is even more powerful.

β€” Marco AndrΓ©

I really like your app, actually it looks very much like my local excel sheet, but better πŸ˜ƒ

β€” Denys

Great app for tracking multiple portfolios in one place.

I use Simple Portfolio for more than a year. When I saw the value and converted into a paid customer.

The quality of the charts, the data, the design of the whole app and especially the monthly newsletter is the reason to use the app.

Also the customer support is very responsive and listens to user feedback and updates the app regularly.

Highly recommend it.

β€” Andrew K

I really love your website, it's simple and elegant which is just what I want and was too lazy to develop myself.

β€” Maarten

Clean, effective, easy-to-use... I love it.

An amazing tool to easily track the performance of your portfolio. Very simple to use, keeps track of the metrics you care about (total return, cashflow, return above benchmark, etc), and the ability to share the portfolio with other people is a great way to discuss your performance in a simple and articulate way. The support is also phenomenal if you have any issues or questions.

β€” David Baines

It allows me to view how my investments perform over time, and compare my performance to simply holding cash

β€” Nick

After testing various trackers, I decided on SP. I have many stock positions at Interactive Broker and Degiro, importing via CSV was an important point for me. None of the trackers did better than SP, even the market leader ($24/month) didn't import many stocks.

The site is informative due to various evaluation options and has everything you need. You have instant support directly from the developer, Jakub answers all questions. The roadmap for further feature development looks good. After a short time I was convinced and booked the full version for $8.

β€” Peter Hermann

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.

β€” Patrick Brophy

See all testimonials β†’

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.