Help
How to use Portfoli.au
Step-by-step guides to getting your trades in, reading your figures, and having your dividends and capital gains ready at tax time.
Getting your investments in
- Getting started with Portfoli.auCreate an account, get your first trades in, and find your way around.
- Import trades from your broker's fileUpload a CSV or Excel file, check the preview, and fix rows that can't be read.
- Email import: forward your contract notesA private address for contract notes, how to forward them, and confirming each trade.
- Add, edit and correct tradesType a trade in, change or delete one, and fix the usual mistakes.
Your figures
Dividends and tax
Portfolios, cash and net worth
Reference
Can't find what you need? Email support@portfoli.au.