Transactions iAll your buy, sell, and dividend transactions. Add them manually with "+ Add Transaction" or import a CSV from your broker. Data is saved in your browser — export a CSV backup regularly.
Current Holdings iShows what you currently own, calculated from your transactions. Market value uses the latest prices — click "Edit Prices" to update them. Gain/loss is unrealised (what you'd make if you sold today).
Capital Gains Tax Report iShows realised capital gains from sell transactions, matched using FIFO (first-in, first-out). Holdings over 12 months get the 50% CGT discount for Australian individuals. Select a financial year to filter.
iOpens a printer-friendly tax report in a new tab with your CGT events (Item 18), dividend income (Item 11), and franking credits (Item 13) — ready to hand to your accountant or save as PDF.
Dividend Income iTracks dividend payments you've received. Add dividends as transactions (type "Dividend") with the total amount in the price field and quantity as 1. Filter by financial year to see annual income.
By Ticker
All Dividend Transactions
ETF Breakdown iShows what's inside your ETFs — sector and country exposure across your portfolio. Click "Edit ETF Compositions" to customise the underlying allocations. Overlap analysis shows shared holdings between ETFs.
Sector Exposure
Country Exposure
ETF Overlap Analysis
Portfolio Rebalancing iSet target percentages for each holding, then enter a contribution amount. The tool calculates how much to buy of each to bring your portfolio closer to your targets. Click "Save Targets" to remember your allocations.
Currency Converter iLive exchange rates from open.er-api.com (free, no API key needed). Rates are cached for 1 hour. Useful for checking international share prices or transfers in AUD terms.
Quick conversion using live exchange rates