The portfolio tracker for everything you own
Your stocks are in one app, your funds in another, your gold in a drawer. SimplyPortfolio is the one place you log the buys and sells for all of it — and see what it adds up to.
Free for your first 3 holdings · no card required
| AAPL US Apple Inc. · Interactive Brokers | $221.15 | 20,304.33 | +18.0% |
| VOO US Vanguard S&P 500 ETF · Sarwa | $540.20 | 11,450.00 | +9.1% |
| 2222.SR KSA Saudi Aramco · Al Rajhi Capital | SAR 27.85 | 8,182.33 | −13.2% |
| GOLD Physical gold · at home | $2,660.00/oz | 48,844.25 | +15.2% |
How it works
Add your accounts
Each place you hold something — a broker, a bank, the safe at home — becomes an account. No logins, nothing to connect.
Log your buys and sells
A few fields per trade: what, how much, what you paid. SimplyPortfolio keeps your cost basis and realized gains straight, lot by lot.
Check in whenever
One dashboard with your total value, profit and loss, and allocation across everything — updated with end-of-day prices.
Stocks, ETFs, gold and silver — every market, any currency
Markets worldwide
NYSE, NASDAQ, Tadawul, DFM, ADX, London, Tokyo and beyond — any listed stock or ETF. Gold and silver at spot prices, held in grams or ounces.
Every account, one total
See everything combined, and how much sits with each broker, bank, or drawer.
Any currency
Log each trade in the currency you paid. Totals convert to your base currency at daily rates, and SimplyPortfolio shows you the rate it used.
Real cost basis
Lot-level tracking with realized and unrealized P&L, so you know what you actually made — not just today’s price.
No broker logins
Manual by design. Your credentials stay with your broker, and SimplyPortfolio works with any platform in any country.
Your data stays yours
Export everything to CSV whenever you like, on the free plan too.
Pricing
Free for up to 3 holdings, for as long as you like. Upgrade when you outgrow it.
Frequently asked questions
Can I track holdings across different brokers and accounts?
Yes — that is the whole point. Add each broker, bank, or stash of gold as its own account, log trades against it, and the dashboard shows everything together, plus how much sits where.
Do you connect to my broker?
No. You log trades yourself — a few fields each. That keeps SimplyPortfolio private, accurate, and working with any broker or bank in any country.
Which markets are supported?
Stocks and ETFs on virtually any exchange worldwide — US (NYSE, NASDAQ), Tadawul, DFM, ADX, London, Frankfurt, Tokyo, Hong Kong and many more — plus physical gold and silver at spot prices.
How do currency conversions work?
You log every trade in the currency you paid. SimplyPortfolio converts values into your base currency using daily rates, and always shows you the rate it applied. Your cost basis stays anchored to what you actually paid.
What does the free plan include?
Everything, limited to 3 holdings. No time limit, no card required. Upgrade only when your portfolio outgrows it.
What happens to my data if I stop paying?
Nothing is held hostage. Your data stays readable, and you can export everything to CSV at any time — free plan included.