Simple Portfolio レビュー 48

Very happy with this app. Even as a free user, I’ve found it extremely useful and truly appreciate the personalized attention.

Unbelievably quick response from the founder, Jakub. A clean, simply portfolio tracker that does what it does well. The CSV imports are dead easy and work perfectly, and it won't create dupe transactions, so you can easily just reimport the YTD transactions, which for me is a huge plus. It's worth the cost, for sure.

It simply works, easy to understand and if you need some support, Jakub is here to help.

One of the best portfolio trackers I have come across.

Definitely try this one, there is plenty of Broker apps supported with nice and simple guides.

Free tier is definitely useful for hobby investors and the rest of features come for a nice price.

Simply the best portfolio tracker I've come across. Automatic broker import makes monthly updates a breeze.

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!

After trialing a lot of portfolio trackers I can recommend simple portofolio. The free version has already quite a lot of information regarding portofolio performance and current & closed positions etc. I have a slight accounting issue however Jakub is really fast with the support. Hopefully once this is solved and I end up fully trusting the import process I could transition to a paid plan :)

One of the most completed softwares.

Top application - really unique and trustworthy!

I had some problems converting my data from my broker to csv to get it into Simple portfolio but the support was great and once the data was fixed it imported flawlessly. I like the overview and I like that I can track my performance against an index.

I have tried many other portfolio tracking sites but Simple Portfolio is the one that works best for me.

Easy to use with lots of information and very good and fast service!

Easy, perfect support!

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.

An amazing tool to easily track the performance of your portfolio. Very simple to use, keeps track of the metrics you care about (total return, cashflow, return above benchmark, etc), and the ability to share the portfolio with other people is a great way to discuss your performance in a simple and articulate way. The support is also phenomenal if you have any issues or questions.

Great simple product with a good free tier and some nice additional features for the paid tier if you want them.

Good friendly support from developers. I recommend it highly for a simple easy to use view on your portfolio.

Very usefull app to follow one or more portfolios. The support is excellent and help with any questions and issues uploading portfolios.
Responses are quick and helpfull.
All in all a reliable portfolio service with good support.

Very clear and super easy to use. Ideal companion for a Degiro account.
The creator answers quickly and fixes the issues effectively.

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.

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.