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 5000+ 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.

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.

Make sure your portfolio is diversified

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

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.

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 πŸ’™

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

it's an impressive app and I'm a happy customer

β€” Paul

Your site is beautiful.

β€” Jean

Valuable app for portfolio overview. It works great with DEGIRO exports, so no hassle with manual input.

Even the free version is great for small portfolios!

The support is really great, and very responsive.

A true problem solver.

Discovered this app by accident as I was looking for trading journal for risk management purposes: Simple Portfolio offers performance overview and automatically analyze your data. It is reliable and secure.

The founder is dedicated to respond to the struggles individuals face. Simple Portfolio provides an indicator on how you perform, the profits and losses made. Several sites offer portfolio overall indicators, what makes it special? It is granular and encapsulates brokers like Degiro.

Jakub presents professional skills that brought up my user experience to yearly subscription.

β€” Adrien

I love this product

β€” Paul

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

Quick, simple portfolio tracking software that allows you to import trades from your broker in order to view detailed statistics on your performance. It has been designed with my broker (Degiro) in mind.

β€” Tom

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

Simple but effective...

After going through so many tracking platforms and applications I really struggled to find anything I liked that served my needs. I used to track every transaction, deposit, withdrawal and fee as well as map my progress in my own spreadsheets. Tracking myself became unmanageable as my portfolio grew, so it was time for me to give it the quality it deserved. I then found Simple Portfolio and really liked it. I became a paying customer really quickly, which is unusual for me.

What I really like now about this product is not only the ease and compatibility with difficult brokers like DEGIRO, but also how its constantly being improved. There is a really good developer behind the project and the support is second to none. I am genuinely excited to see the product evolve.

I have used the product for almost 6 months now and buzz off keeping my portfolio up to date in order to track my performance each month. Worth a look if you manage any financial portfolio and need to track its performance.

β€” Tom Ramsden

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

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
Get started for free

Premium

Recommended

€ 8 /month

or € 80/year 2 months 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
  • Chat support
Get started 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.