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.

Track numbers that matter in the long-term

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.

All your investments in one place

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.

Simple Portfolio upcoming dividends

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 diversified

Make sure your portfolio is well diversified by breaking it down by asset class, region and sector

Compare your portfolio to a benchmark

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

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

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

Testimonials πŸ’™

Don't take our word for it. See what our customers have to say.

A simple way to track your investments, including dividends. It shows clearly and in a simple way all my investments.

β€” Oriol

The app is really clear and usable. It is really easy to import the Degiro porfolio just uploading the Account.csv. I needed help with some transactions I did via MyInvestor and I had answer in less than two days. Normally, in less than 10 minutes. Jakub is really kind and even adds items if they aren't includent in the app in a record time. If I haven't subscribed yet it is because of the money, otherwise I would have bought the premium version!

β€” MarΓ­a

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.

β€” Olivier

Simple Portfolio is the tool I needed - I've had a DeGiro account for about 7 years, but didn't have a way of tracking assorted metrics over time. But this tool has really allowed me to get a handle on my investments and their performance, and helps me feel more informed.

Jakub, the creator, is also really responsive to emails. I had a query for him, and not only did he respond, but implemented an update to the app that displayed what I wanted to see.

Highly recommended.

β€” Patrick Brophy

smooth app by the way πŸ™‚

I really like your service cos Degiro's tracking is kind of bad.

β€” Aleksi

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.

β€” Maram Venkata Jai Bharat Reddy

best support πŸ‘πŸ‘

β€” Sothon

A true problem solver.

Discovered this app by accident as I was looking for trading journal for risk management purposes: Simple Portfolio offers performance overview and automatically analyze your data. It is reliable and secure.

The founder is dedicated to respond to the struggles individuals face. Simple Portfolio provides an indicator on how you perform, the profits and losses made. Several sites offer portfolio overall indicators, what makes it special? It is granular and encapsulates brokers like Degiro.

Jakub presents professional skills that brought up my user experience to yearly subscription.

β€” Adrien

Works very well!!

β€” Alef

See all testimonials β†’

Pricing & plans

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
  • Tax reporting
  • Chat support

Questions?

Ask us at [email protected] or via the chat.