5 out of 5 stars

“it's incredibly good”

Track and visualize your TradeStation Global portfolio

Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.

Join 10,000+ happy investors

Import your trades from the following brokers, from a CSV file or add them manually.

Track numbers that matter in the long-term

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.

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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.

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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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.

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Do your taxes in minutes, not days

Doing your taxes used to be a hassle. Not anymore. With our detailed tax report, you have everything you need to file your taxes. See a sample tax report.

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 💙

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

to be honest the fast response is amazing. I’ll keep the subs up.

— Myles

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

Demystifies broker statements

Great app! Does exactly what you expect it to do!

Really nice app, looks nice and its not that hard to use

You are scaring me with your customer focus. Seriously though, in this day & age when no one really cares about customers, this is highly refreshing.

— Vijay

A way to actually see my percentage gains in DEGIRO. LOL.

— Paul

Simple tool to easily see my current portfolio and per annum returns.

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.

I really like your service cos Degiro's tracking is kind of bad.

— Aleksi

See all testimonials →

Pricing & plans

Annual subscription 25% off

Recommended

€ 6 /month

Billed annually (€ 72/year)

Try 7 days for free

Monthly subscription

€ 8 /month

Try 7 days for free

Tax report pricing

Tax reports can be purchased with a one-time payment per tax year starting at €0.
See the pricing

Questions?

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