Separate accounts, unified totals
Add each broker, bank, or physical stash as its own account, then see balances and holdings rolled into one portfolio view.
SimplyPortfolio
SimplyPortfolio is a manual portfolio tracker for stocks, ETFs, gold, and silver, with one dashboard, multi-currency reporting, cost-basis tracking, and CSV export.
Overview
SimplyPortfolio is a portfolio tracker for stocks, ETFs, gold, and silver. It is built for people who hold assets across multiple brokers, banks, and physical locations and want to see everything in one dashboard without connecting account logins.
The product focuses on manual trade entry, cost basis tracking, and currency conversion. You add each place you hold assets as an account, record buys and sells yourself, and the dashboard combines values, profit and loss, and allocation using end-of-day prices and daily exchange rates.
Core features
Manual trade logging
Enter buys and sells manually with a few fields per trade, and the system keeps lot-level cost basis and realized gains straight.
Real and unrealized P&L tracking
Track unrealized and realized P&L, including lot-level cost basis, so performance is based on the prices you paid rather than only current market value.
Multi-currency portfolio reporting
Log trades in the currency you actually paid, with totals converted into your base currency at daily rates.
Global market and metals coverage
Follow stocks and ETFs across many global markets, plus physical gold and silver valued at spot prices.
CSV export
Export your data to CSV whenever you want, including on the free plan.
Common use cases
Track a multi-broker portfolio
A self-directed investor can keep positions at different brokers in one place and review total value, allocation, and profit and loss without juggling separate apps.
Monitor cross-currency investing
Someone who owns stocks in one currency and trades in another can log the original trade currency and still see a normalized total in a chosen base currency.
Include precious metals in net worth tracking
A metals holder can track physical gold or silver alongside securities, with spot-based pricing for the metals portion of the portfolio.
Use manual tracking instead of broker sync
An investor who prefers to avoid account connections can keep broker credentials separate and enter transactions manually instead of authorizing data access.
Begin free and upgrade later
A growing portfolio owner can start on the free plan and decide later whether the one-time lifetime option is worth it once holdings exceed the 3-holding limit.
Pros and Cons
Pros
- Covers multiple asset types, including stocks, ETFs, gold, and silver.
- Supports many markets worldwide and lets you record trades in the currency you paid.
- Tracks both realized and unrealized P&L with lot-level cost basis.
- Combines multiple brokers and non-broker accounts in one dashboard.
- Offers a free tier with no card required and a one-time lifetime option.
Cons
- Manual entry is required; there is no broker connection or automatic import described on the site.
- The free plan is limited to 3 holdings.
- CSV export is tied to the lifetime plan in the pricing page copy, although the site also states data can be exported to CSV on the free plan.
FAQ
Can I track holdings across different brokers and accounts?
Yes. SimplyPortfolio is designed to combine holdings from multiple brokers, banks, and manual accounts into one dashboard. You log trades for each account, and the portfolio view shows totals across all of them.
Does SimplyPortfolio connect to my broker?
No. The product is manual by design: you enter buys and sells yourself rather than connecting a broker login. The site says this keeps the app private, accurate, and usable with any broker or bank in any country.
Which markets and assets are supported?
The site says it supports stocks and ETFs on virtually any exchange worldwide, including US markets such as NYSE and NASDAQ, plus exchanges like Tadawul, DFM, ADX, London, Frankfurt, Tokyo, and Hong Kong. It also tracks physical gold and silver at spot prices.
How do currency conversions work?
You record each trade in the currency you paid. SimplyPortfolio then converts values into your base currency using daily rates and shows the rate it used.
What does the free plan include?
The free plan includes all features for up to 3 holdings with no time limit and no card required. There is also a one-time lifetime plan for unlimited holdings and CSV export.
Quick Facts
- Category
- Portfolio tracker
- Assets supported
- Stocks, ETFs, gold, silver
- Account handling
- Manual entries; no broker logins
- Pricing
- Free up to 3 holdings; one-time $50 lifetime plan
- Currency handling
- Multi-currency reporting with daily conversion rates
- Website
- simplyportfolio.app
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