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Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.
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.
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.
You no longer have to manually enter your dividends into a spreadsheet. All dividends and other corporate actions get automatically imported into your portfolio.
Track your upcoming dividends so that you can plan which holdings to keep and which to sell.
Make sure your portfolio is well diversified by breaking it down by asset class, region and sector
See how would your portfolio perform if you invested the same amounts in a benchmark of your choice such as S&P 500.
Track your portfolio risk, see your risk-adjusted return and compare it to a benchmark.
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.
You don't have to enter your trades manually. Just drag & drop your account statements from your broker or spreadsheets. We do the rest.
Don't take our word for it. See what our customers have to say.
great job building and launching this thing. I love how easy/intuitive you've made the whole thing. especially ingesting data πββοΈ
It's easy to use, easy to import transactions and I can quickly see my portfolio's stats. I haven't found any other web app that does what this web app does as well.
I have to say my import from Degiro worked perfectly, itβs well programmed, good work!
Very useful and good for keeping an eye on my portfolio. Of course there is some room for improvement, but Jakub is working on it constantly. Live stock prices would be great for example. Jakub is quick in his responses. There was a ticker in my portfolio with the wrong price and he had changed it within minutes. Importing from De Giro goes flawless, better than some other trackers. Trade Republic had to be added manually, because TR has no possibility to export my transactions to a CSV or PDF. Took me some time, but all tickers were there! Also all Dutch stocks, just Simple!! To support Jakub and his good work I even pay now for Premium.... He deserves the stars!
I have been using this application from past 1 year and I like how simple but accurate way all the information is presented.
Also Jakub is really good and listen to new needs and collaborate to improve things.
I would love to see them adding Options Trading reporting also.
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.
The best site for tracking my portfolio
I had some problems converting my data from my broker to csv to get it into Simple portfolio but the support was great and once the data was fixed it imported flawlessly. I like the overview and I like that I can track my performance against an index.
I have tried many other portfolio tracking sites but Simple Portfolio is the one that works best for me.
lovely UI, love the import from Degiro as well
Thanks for creating this app. It helps me consolidate my different Portfolios into one place. I had difficulties in the past trying to consolidate Trading 212 and Degiro. Your app is the only app that can do this almost accurately.
Works very well!!
$0 /month
or $0 /year
Recommended
$9 /month
or $90 /year 2 months for free
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