Free tools
Free tools to help you manage your investments
Portfolio health check
Check your portfolio's diversification, sector concentration, and risk score in seconds.
Capital gains tax calculator
Calculate your CGT for a single buy and sell transaction. Supports Australia, US, UK, Canada, and NZ tax rules.
Dividend income calculator
Calculate how many shares you need to reach your target yearly dividend income.
ETF comparison tool
Compare 2 ETFs to see shared holdings, fees, dividends, and annualised returns side by side.
DCA vs lump sum calculator
Compare how dollar-cost averaging would have performed against a lump sum investment using historical data.
CSV merge tool
Combine multiple broker transaction files into a single CSV, ready for import.