Track and visualize your XTB portfolio

Investment tracking platform for my different platforms. I see my investment info in one place. I can easily print and declare tax report to my country authority.

Simple Portfolio is the perfect website to track your investments. The best feature is that it displays the amount you invested on the chart and what % of your portfolio what investment is. Next to that, the dividend graph is also very handy. You can import from multiple brokers or enter transactions manually. Everything is easy to use. But best of all, it's free!

It allows me to stay on top of my investment portfolio, enabling to make informed investment decisions.

I tested your app today and I am pretty impressed. It's much better than some other third party apps that I tried (Beanvest, Portfolio Performance or Zeus to name a few).

Demystifies broker statements

Correct FIFO tax reports, great support.

I was looking for an app to solve a very common problem: FIFO PnL calculation with partial sales, as it is required by tax authorities of many countries. This is extremely tedious to do manually, especially as an active trader. In my experience most traders are not even aware of this requirement and deliver false tax reports based on average price. Enjoy tax audits... After looking through the few not very convincing and/or overpriced pieces of software available I came across an online subscription-based service called Simple Portfolio. Developer Jakub is extremely responsive and even caters for special requirements. CSV import is possible for many brokers, such as Interactive Brokers, even quirky Swissquote and more. Although I have not explored all features yet (various ways to analyze and display portfolio performance etc.), I am super happy already with the correct tax report calculation. Subscription fees (split into portfolio management and tax reporting) well spent. Definitely recommended.

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.

This is an amazing tool

Love the tool. Degiro is a total pain when it comes to portfolio tracking. Your service is awesome.

Simple, clean and excellent customer support. Good functionality in the free version and even better in the premium subscription. Importing Degiro portfolio is very easy and it just works. Some ISINs not yet supported but customer service replied very promptly that this is in the making. Better functionality compared to other free and paid solutions out there and very helpful given Degiro's poor built-in reporting.