Track and visualize your XTB portfolio

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.

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

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

it's incredibly good

The app is really really great, it is very simple to track your yields and performance. Also importing my track (from Degiro in my case) was super simple.

Jakub, the creator, is very helpful and answers in record time.

Would 100% recommend.

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

Great tool to track your holdings

Adding to what others have said:

A very usable, very affordable alternative to the more complex platform.

You get a very good overview of your portfolio, its holdings, the upcoming dividends, and some more detailed analysis tools.

Jakub is very responsive and happy to include your suggestions.

The tool complements my trading platform perfectly and I warmly recommend it.

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.

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

A way to actually see my percentage gains in DEGIRO. LOL.