Share portfolio tracker
Track every share, every lot, every return.
Built for Australian investors managing ASX and US holdings. Log trades once, see daily valuation, realised gains, and CGT-ready lots.
Portfolio view
$212,900 ASX holdings
$96,480 US holdings
+9.8% Unrealised gains
$7,430 Dividends
What it tracks
Trade lots & CGT
Capture every buy/sell and see the realised gains with date-based lots.
Average cost
Weighted cost base for ASX and US shares with automatic FX conversion.
Dividend impact
Link dividends to holdings so you see real total return, not just price.
Best for
- Long-term ASX investors
- ETF and LIC portfolios
- US share exposure
Includes
- Daily pricing snapshots
- Realised vs unrealised gains
- Tax summary exports