Simple Portfolio Opiniões 48

The app is really clear and usable. It is really easy to import the Degiro porfolio just uploading the Account.csv. I needed help for some subscriptions 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 arent includent in the app in a record time. If I haven't subscribed jet it is because of the money, otherwise I would have bought the premium version !

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.

Overall great and "simple" way of tracking portfolio. Free features are good.

Support and replies to inquiries are adequate and timely and have lead to satisfactory conclusions on multiple occasions.

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.

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 logged in every portfólio tracker I could find and will stay with this one. Very ergonomic, straightforward, relevant KPi easily accessible. great job to the creator. looking forward to the updates coming. very new yet very promising.

Fyi: using DEGIRO.

Intuitive and useful platform

Easy to use and does exactly what I wanted it to do for free. Very quick and effective responses from support team when I ran into issues

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.

Great application for tracking your portfolio over longer periods of time and getting useful metrics on the performance of your portfolio.

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've tried many tools for managing my portfolio, from apps, browser extensions, and even creating many my own excel spreadsheet.

In my case I use Degiro, which unfortunately doesn't provide interesting tools and statistics about our portfolio. This was the best alternative I found.

I already reached out to the support which is also very helpful.

Really nice app, looks nice and its not that hard to use

Great product. Fast and easy to use, I have all my portfolio numbers always at hand without having to sign in to my broker.

I have been a user for almost two years and support is amazing.

Hi all, I started a fictional portfolio a week ago.
System did not recognize a ticker symbol.

I opened a chat to highlight the issue. Jakub from the Simple Portfolio staff quickly answered and in a few minutes fixed it for good.

Quite an useful app.

I have been using this platform for a few months and i love it. I mainly use DEGIRO and adding trades is done in 5 seconds, it's very convenient. I love the simple, clear visuals of your portfolio distribution (holdings, sector, region). I could recommend this to anyone who wants real overview of their portfolio.

After going through so many tracking platforms and applications I really struggled to find anything I liked that served my needs. I used to track every transaction, deposit, withdrawal and fee as well as map my progress in my own spreadsheets. Tracking myself became unmanageable as my portfolio grew, so it was time for me to give it the quality it deserved. I then found Simple Portfolio and really liked it. I became a paying customer really quickly, which is unusual for me.

What I really like now about this product is not only the ease and compatibility with difficult brokers like DEGIRO, but also how its constantly being improved. There is a really good developer behind the project and the support is second to none. I am genuinely excited to see the product evolve.

I have used the product for almost 6 months now and buzz off keeping my portfolio up to date in order to track my performance each month. Worth a look if you manage any financial portfolio and need to track its performance.

Great app! does exactly what you expect it to do!

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.

A true problem solver. Discovered this app by accident as I was looking for trading journal for risk management purposes: Simpleportfolio 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.

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.