The portfolio tracker for Australians, ready at tax time.
Upload a file from each platform you use, forward your contract notes, or type your trades in. Portfoli.au shows what your shares, ETFs, cash and super are worth, and works out your capital gains, dividends and net worth.
- Free for ASX shares and ETFs, up to 12 investments
- Forward contract notes by email, and confirm each trade
- Cash, super and net worth on every plan
- We never connect to your broker or touch your money
Portfolio value · 12 months
$128,400
+28.4% your portfoliovs+14.2% ASX 200
An example portfolio, for illustration only. Hover over the chart, or use the arrow keys, to see each point. Past performance is not a guide to future performance.
Upload your broker's file
Download your trades as a CSV or Excel file and upload it.
- Date
- Code
- Buy or sell
- Units
- Price
We match the columns for you and show a preview, so you can check every row before it's saved.
Or forward your contract notes New
Each portfolio has a private email address for trade confirmations.
Add it at your broker or forward notes from your inbox. Each trade is read, checked against the note's totals and waits for you to confirm it. On every plan; Free reads 20 notes.
What you get
Portfoli.au, the portfolio tracker built for Australian tax
Investments, cash and super together, with capital gains, dividends and a 30 June year end worked out for you.
Built for Australian tax
Capital gains, dividends and franking, worked out the Australian way.
- 50% CGT discount after 12 months, where it applies
- Dividends estimated for you, with franking credits from your statements (Plus and Pro)
- A tax-time pack for your accountant (Plus and Pro)
Everything you own, together
Shares, ETFs, crypto, cash, super and the rest of your net worth.
- ASX on every plan; every other market and crypto on Plus and Pro
- Bank accounts and super funds beside your investments
- A portfolio for each platform or family member
Your household, organised
SMSFs, your accountant and your important documents (Pro).
- SMSF portfolios, each with its own tax-time pack
- Invite your accountant to view your records, read only
- An encrypted filing cabinet for your will, tax returns and ID
- Investment records kept in Sydney
- Encrypted, with two-step sign-in
- Free for ASX shares and ETFs
- Up to 12 investments. No credit card needed
- We can't trade for you
- Portfoli.au keeps records. It never buys or sells anything.
Beyond the numbers
Your documents, and your accountant
The papers behind your money in one encrypted place, and a way for your accountant to work with you.
A filing cabinet for what matters
Keep your will, tax returns, insurance and ID next to your investments. Each file is encrypted with its own key, and you choose which folders your accountant can see.
Portfoli.au for Practices
For accountants and advisers: a file for each client, worked on with your staff, and your clients invited to view or edit. Coming soon, and your clients will pay nothing.
At tax time
Your capital gains, laid out for tax time.
Each time you record a sale, Portfoli.au works out the gain or loss, and your dividends are estimated as they go ex. By 30 June the year is in one place, with every step shown so you or your accountant can check it.
- Capital gains worked out step by step, with losses taken off before the discount
- ETF annual tax statements, with their gains and cost base changes counted
- Every sale, trade and dividend for the year, as a PDF and spreadsheet files (Plus and Pro)
- One statement across all of a person's platforms (Plus and Pro)
- Let your accountant look for themselves, read only (Pro)
Tax summary, 2025–26
Sample data| Taxable capital gainsAfter the 12-month CGT discount | $28,740.00 |
| Losses carried forwardFrom earlier years | ($3,210.00) |
| Franking creditsFrom your dividend statements | $1,284.60 |
| Currency gain on US sharesIncluded in the cost base | +$1,840.10 |
These figures are estimates. Check them against your broker statements. Portfoli.au is not a registered tax agent.
Free guides
Capital gains, ETFs and dividends, explained
General information, checked against the ATO, for Australians investing in shares, ETFs or crypto.
- Capital gains calculator
- Dividend calculator
- Capital gains tax on shares
- The 50% CGT discount
- CGT changes from 1 July 2027
- How ETFs are taxed
- Franking credits explained
- How to track your share portfolio
New to Portfoli.au? See how it works, step by step.
Start with one file from your broker.
Upload it and Portfoli.au works out your cost base and capital gains from your first trade. Free for ASX shares and ETFs, no credit card needed.