“it's incredibly good”

Track and visualize your XTB portfolio

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.

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.

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.

Try it now

great job building and launching this thing. I love how easy/intuitive you've made the whole thing. especially ingesting data 🙇‍♀️

— Donal

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.

— John McDermott

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.

— Volodymyr Nazarenko

Just found this tool on Reddit. Looks absolutely fantastic. I'm currently trading through Degiro and their UI for portfolio tracking is so awful. I'm especially impressed by your UI.

— Anton

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.

— Andrew K

Simple Portfolio is a really cool 💪

— Jakub

Thanks a lot for this app... I've been looking to something like this for some time...

— Marcos

Amazing little simple tool. I really like the simplicity and clean design of your app.

— Tim

All brokers are so damn old in terms of UI and UX. This website brings a bunch of fresh air to a static environment.

— Matteo

lovely UI, love the import from Degiro as well

— Hugo

See all testimonials →

Free

$0 /month

or $0 /year

Unlimited trades
Unlimited brokerage accounts
1 portfolio
Performance tracking
Automatic dividend & split tracking
Chat support

Premium

Recommended

$9 /month

or $90 /year 2 months for 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

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.