Add an investment

Record what you bought, sold or deposited. We work out your holdings, cost base and gains from what you enter.

Plan

Loading…

What did you trade?

Ticker or code

Type it in full, such as BHP, AAPL or VAS. Anything you already own will be suggested as you type.

Market

Where it is listed. We use this to find its price.

ASX

Currency

The currency of the price and fee below.

Direction

Trade date

The contract date, not settlement. This decides the financial year.

Units

Price per unit (AUD)

Brokerage (AUD)

Part of the cost base. Leave blank for none.

Summary

Units: —
Principal: —
Brokerage (added): —
Total cost: —
In Australian dollars: —

Prices are closing prices, updated once a day after each market closes. Something you have just added usually has a price within a minute.

Have a lot to add?

Upload a file from your broker instead of entering each one, or forward your contract notes to your portfolio's private email address and confirm each trade.

Upload a file Email contract notes