SimplyPortfolio
Track stocks, ETFs, gold and silver across every market and currency in one dashboard — real cost basis, honest P&L, no broker logins. Free for 3 holdings.
Overview
Track stocks, ETFs, gold and silver across every market and currency in one dashboard — real cost basis, honest P&L, no broker logins. Free for 3 holdings.
SimplyPortfolio is a portfolio tracking tool designed to help users log and manage their investments in stocks, ETFs, gold, and silver across various markets and currencies without requiring broker logins. It emphasizes manual entry for trades to maintain user privacy and data integrity.
Who Is It For
Individuals looking for a straightforward way to track a limited number of investments without needing to connect to brokerage accounts.
Users who require automated tracking or integration with brokerage accounts, or those with extensive portfolios exceeding three holdings.
Strengths & Weaknesses
Offers a simple, manual approach to tracking investments with real cost basis and P&L calculations, ensuring user data privacy.
Limited to tracking only three holdings on the free plan, which may not suffice for users with larger portfolios. (AI-inferred; may be outdated – founders can correct this)
Classification
Alternatives to SimplyPortfolio
Community
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