Track and visualize your XTB portfolio

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.

easy way to track your dividends

I'm doing my tax report and using your app to help me! Thanks!

Portfolio analytics in one click.

It gives me actionable insights that I cannot find on other platforms that save me money and time.

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.

The ultimate Degiro tracker which provides a better understanding of my historical portfolio performance, underlying sector allocations, (un)realized returns, and received dividends.

simple, easy to interpret

Nifty little app to track portfolio over multiple brokers.

Allows me to consolidate my portfolio view in one place, automatically imports trades in a very simple process saving me hours of work.

I haven't used the tax reporting function because I'm only filing again next year but I think it will be a lifesaver.

It just works.

I can track the performance of my portfolio and understand its breakdown so that I know where to make new investments.

It automatically parses the trades I import from DeGiro and then automatically keeps track of the evolution of each position, dividends, etc. without any effort from my side. It is also great not to have to worry about currency conversions

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.