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 8000+ 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...

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.

Testimonials πŸ’™

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

Worked like a charm

β€” Denis

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.

β€” Pietro

great UI, and clarity... I was kind of wishing that DeGiro would have this as a standard (but they don't seem to have any performance reporting).

β€” Aik

Simple and powerful.

I was looking for an easy app to track my portfolio. I was amazed with Simple Portfolio since day one.

Import from Degiro was super easy and right after that I could see some insights about my portfolio that I couldn't even see on my broker.

This is the kind of app I love, simple, easy and powerful.

β€” Aurelio

simple, easy to interpret

β€” Pedro

Degiro does not give a good tax report but with your app it was easy to get it.

β€” Mans

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

Love the website, very simplistic and useful.

Fantastic application! I'd go as far as to say it's the best on the market. It effortlessly allows you to consolidate all your accounts in one place, and everything runs smoothly and quickly.

Furthermore, the customer support is excellent. While I'm looking forward to seeing more features added in the future, it already excels in handling tax-related tasks and providing general analytics.

great app by the way πŸ‘πŸΌ

β€” Robert

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.