Start tracking your portfolio today

Sign up for free and see your entire portfolio in minutes. Automatic price updates, dividend tracking, and tax reports included.

Everything you need

Import your broker CSV and your portfolio is ready in minutes. No complicated configuration.

Prices update throughout the day to keep your portfolio valuation current. See gains and losses as the market moves.

Track dividend income automatically across all your US and ASX holdings.

Generate capital gains reports for US or Australian tax at the click of a button.

Upload a CSV from your broker. We support CommSec, Stake, SelfWealth, and many more.

See your portfolio value, performance, dividends, and capital gains — all updated automatically.

Is it really free?: Yes. Start with a 7-day free trial to access all features. After the trial, the Pro plan is $5.99/month or $49.99/year.
How quickly can I set up my portfolio?: Most users have their portfolio set up in under 5 minutes. Just import your broker CSV and you are ready to go.
What do I need to get started?: Just an email address and a CSV export from your broker. You can also add transactions manually if you prefer.
Can I upgrade later?: Yes. Start with a 7-day free trial to access all features including advanced analytics.
Will my data be safe?: Absolutely. All data is encrypted and stored securely. We never sell or share your personal information.

Take control of your investments with a portfolio tracker built for investors across US and Australian markets.