Simple, transparent pricing
Start free and upgrade when you need more power
Free (basic)
Track your portfolio value
$0/month
- 1 basic (cost basis) portfolio
- Up to 20 holdings
- No transaction tracking
- No tax reports
Pro (advanced)
Multiple accounts, tax reports, and more
$5.99/month
- Unlimited advanced (transaction based) portfolios
- Unlimited holdings
- Track US, AUS, crypto, and precious metals
- Consolidated view (combine multiple portfolios in the same view)
- Tax reports (CGT, dividend income, AMMA statements)
- Historical performance
How we compare to competitors
| Spreadsheet | Sharesight | Navexa | TrackMyShares | |
|---|---|---|---|---|
| Auto price updates | ||||
| Holdings | Unlimited | 30 max | Unlimited | Unlimited |
| Portfolios | Unlimited | 1 max | 1 max | Unlimited |
| CGT reporting | Manual | |||
| Dividend tracking | Manual | |||
| Consolidated view | ||||
| Automatic transaction log | ||||
| AI assistant integration (MCP) | ||||
| Price per year | Free | $200+/yr | $240+/yr | $49.99/yr |
Compare our plans
FeatureFree (basic)Pro (advanced)
Portfolio management
Portfolios1Unlimited
Holdings20Unlimited
Transaction-based portfolios
Consolidated view
Markets and data
US stocks
Australian stocks
Crypto
Precious metals
Manual assets (unlisted assets)
Prices updated throughout the day
Analytics and reporting
Basic analytics
Historical performanceUp to 3 months
Estimated dividends
Portfolio insights & scoring
ETF holding overlap
Advanced benchmarks
Tax reports
AMMA statements (ETF distributions)
Dividend calendar
Portfolio rebalancing
Import, export, and integrations
CSV/Excel import/export holdings
CSV/Excel import/export transactions
Email transaction forwarding
MCP integration (AI assistants)
Additional features
Watchlist