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SimplyPortfolio

Launching today

Every stock, every market, your gold drawer. One total.

5.0•2 reviews•

10 followers

Every stock, every market, your gold drawer. One total.

5.0•2 reviews•

10 followers

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SimplyPortfolio is one dashboard for everything you own: stocks and ETFs on any exchange (US, GCC, Europe, Asia), plus physical gold and silver. Log trades in any currency, get real lot-level cost basis and honest P&L. No broker logins. Free for 3 holdings.

SimplyPortfolio Reviews

Name: SimplyPortfolio
Rating: 5.0 (2 reviews)

The community submitted 2 reviews to tell us what they like about SimplyPortfolio, what SimplyPortfolio can do better, and more.

5.0

Based on 2 reviews

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What's great

Consolidating highly fragmented international equities across multiple geographic exchanges (US, GCC, Europe, Asia) alongside physical commodities like gold and silver into a single, unified dashboard solves a massive layout issue for diversified investors. Most tracking tools force you to jump between completely isolated interfaces—one for traditional stock brokerages, another for alternative regional assets, and a manual spreadsheet for physical holdings. The real technical win here is the execution of true, lot-level cost-basis tracking. By tracking profit and loss against specific historical purchase lots rather than relying on a generalized rolling average, it provides an honest, tax-accurate picture of your capital gains. Additionally, rejecting direct broker logins is a major win for data sovereignty and security, completely eliminating the infrastructure liabilities and credential leak risks associated with third-party banking API scrapers.

What needs improvement

While a zero-login approach guarantees total security isolation, it places a heavy data-entry burden on the user. Manually maintaining a multi-currency transaction log across complex historical execution trees, multi-lot buys, fractional shares, and corporate actions introduces severe operational friction that becomes unmanageable as your portfolio expands. The platform needs to provide robust, localized CSV parsing templates for major international brokers to mitigate this manual input overhead. Furthermore, tracking physical bullion relies heavily on generic spot-price indexing; without adjustable variables to input dealer premiums, localized mint spreads, or vault storage fees, the net P&L calculation for hard assets acts as an idealized metric rather than a true liquid reflection. Finally, a free tier capped at a strict limit of 3 holdings is an exceptionally narrow sandbox that makes it difficult for operators to properly test multi-asset aggregation dynamics before upgrading.

vs Alternatives

I’ve previously balanced specialized investment tracking platforms like Sharesight and Simply Wall St against custom, macro-heavy Google Sheets configurations. Enterprise financial software delivers phenomenal dividend calendars and automated brokerage syncing, but they often restrict access to niche international markets or lock cross-border multi-currency calculations behind expensive top-tier paywalls. On the other hand, maintaining a completely custom spreadsheet keeps your data offline but forces you to waste hours writing manual script hooks to scrape live tickers and calculate fluid foreign exchange translation layers in real-time. SimplyPortfolio anchors itself right in the middle: a fast, zero-nonsense alternative that strips out invasive account permissions while providing a unified, cross-border visual plane for both your equity holdings and your physical vault.

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