Free
$0 /month
or $0 /year
- Unlimited trades
- Unlimited brokerage accounts
- 1 portfolio
- Performance tracking
- Automatic dividend & split tracking
- Chat support
Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.
Import your trades from the following brokers, from a CSV file or add them manually.
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.
Thanks for the app! This is awesome and at the same time unbelievable that DEGIRO doesn't provide anything like it.
Great portfolio tracker - keep it up!
I was always looking for a good portfolio tracker but couldn't find one for multiple brokers—until I came across 'Simple Portfolio'. At first, I was a bit skeptical and had some questions, which I asked Jakub via support. He explained a few things and helped me further. This also convinced me to subscribe. So far, very positive—keep it up!
Just the tool I was looking for. Really love where this is going man. It's badly needed as Degiro has nothing that is really helpful. Thanks again for taking the time to build this!
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 tested many such tools, but in my opinion this is one of the best available on the market. Easy to use, data is correct and the developer is very helpful.
Interactive Broker's semi-automatic import works great.
The website is fast and clean. Plus Jakub, the founder, answers all the questions in a timely manner. The whole experience is seamless. I can't recommend it enough.
Some other solutions require login data. I'm happy with the CSV imports on the Simple Portfolio app, it's easy enough and makes me feel safer.
I'm currently using the free version. It already provides me with far better visibility than my broker (Degiro). I imagine the paid version is even more powerful.
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.
A portfolio tracker with very accurate calculation of yields.
Excellent cost effective portfolio tracker with all main features one would expect (portfolio and individual security value and P&L tracker, dividend history and future projections plus breakdowns by asset class, geography and sector). It also incorporates reporting to assist with submitting correct tax returns.
However probably the most impressive aspect was how easy it was to import quite complex transaction data from Degiro. For example I imported one portfolio with 799 historical transactions in 1 or 2 minutes with no errors and a second portfolio with 3289 transactions with only one minor issue that Jakub fixed within a few hours of me reaching out.
Jakub is very responsive to questions regarding the use of the application or fixing any minor import issues.
I would highly recommend Simple Portfolio.
Great product by the way. I am enjoying using it and now I have a much better overview than before.
$0 /month
or $0 /year
$9 /month
or $90 /year 2 months for free
Ask us at [email protected] or via the chat.