All your investments in one place, not all over the place.

Track shares and ETFs from over 40 exchanges worldwide, plus Australian LICs and managed funds. You can also track cash and over 100 currencies, as well as unlisted investments such as fixed interest and investment properties.

Track investment performance over any period

Calculate the impact of capital gains, dividends and currency fluctuations on your portfolio with the Performance Report. Break down your performance along a range of preset and custom dimensions including country, market, industry and more. Compare how different investments perform within your portfolio and add custom labels to further filter the report.

Visualise your portfolio diversity

Track your asset allocation and calculate your portfolio diversity across FACTSET investment classifications or your own groupings with the Diversity Report. This makes it easy to rebalance your portfolio to your target asset allocation.

Track all your investment income

Report your investment income from dividends, distributions and interest payments, broken-up by local Australian (non-trust and trust) income and foreign income with the Taxable Income Report.

Built for Australian investors, the report includes all franking credits earned during the financial year. With historical dividend data going back over 20 years the report can be run at any time, over any time period to help you complete your tax return.

Calculate your capital gains tax

Calculate your capital gains on investments as per Australian Tax Office (ATO) rules with the Capital Gains Tax Report. You can also optimise your tax position by comparing sales allocation methods and parcel cost bases.

Offset your capital gains

Take advantage of tax loss selling by using the Unrealised CGT Report to model the net capital gains tax that would occur across your portfolio by selling down a mix of investments in your portfolio. With the ability to modify the CGT sale allocation method for each investment sold, you can optimise your capital gains tax position across your portfolio.