SimplyPortfolio

Quick verdict

SimplyPortfolio is a manually driven portfolio tracker that centralizes self-entered stocks, ETFs and at least one precious metal into end-of-day valuations—useful for people who want a simple, low-cost way to record trades and review consolidated portfolio reporting without linking broker accounts.

What it is

SimplyPortfolio is a record-keeping app where you log buys and sells by hand. The website describes computing portfolio values, cost basis, and profit & loss using end-of-day market prices and daily foreign-exchange rates. It supports multiple currencies and explicitly mentions equities, ETFs and gold.

Who should consider it

• Individuals who prefer manual entry and want a single dashboard to reconcile holdings held across separate custodians or physical assets.
• Casual investors or owners of small portfolios who can work with end-of-day valuations rather than real-time pricing.
• People who prefer a one-time payment option instead of a subscription and who are comfortable entering transactions by hand.

Why it may be useful

• Simple consolidation: it appears to centralize user-entered transactions across asset types and currencies into portfolio reports.
• Cost clarity: the terms describe computing cost basis and P&L from end-of-day prices and daily FX rates, which is suitable for periodic reporting and tax reconciliation workflows that do not require intraday marks.
• Pricing model: a free tier covers up to three holdings and the pricing page lists a one-time $50 lifetime upgrade for unlimited holdings and CSV export, which may appeal to users who dislike ongoing subscriptions.

What is unclear or limited (verify before you rely on it)

• Automatic syncing: the website describes manual logging and does not indicate automatic broker account imports; expect manual entry unless the company states otherwise.
• Platform support: the site does not clearly state whether there are native mobile apps or whether it is web-only—verify supported platforms for your device.
• Security details: the pages provided do not describe technical security measures (encryption, hosting, access controls); confirm these if you plan to store sensitive financial data.
• Market and currency coverage: the site mentions multiple currencies and some asset types but does not list supported exchanges or a country list—check that the exchanges and currencies you use are supported.
• Import and export options: CSV export is linked to the lifetime plan, but bulk import methods or broker file import options are not described; confirm available import formats if you plan to migrate existing records.
• Support and refunds: customer support channels, refund policy, and company background are not detailed on the cited pages—verify these before purchasing.

Trust signals

• The privacy page states the app stores basic Google sign-in details and the portfolio data you enter, and says users can export or delete their data.
• The terms explicitly state the service is not financial advice, so treat outputs as record-keeping rather than personalized recommendations.

Bottom line

SimplyPortfolio appears to be a no-frills, manual portfolio tracker suited to small or casual users who want end-of-day valuations, prefer manual control over automatic syncing, and like a one-time payment option. Before committing—especially if you have a larger portfolio—verify platform availability, security practices, exact import/export capabilities, supported markets/currencies, and the refund/support terms on the official site.