Getting started with Portfoli.au

1. Go to Create a free account and sign up with your email and a password, or continue with Google.
2. Enter the six-digit code we email you. A confirmed email is also what email import needs.
3. Add your name, confirm you are 18 or older, and accept the Terms and Privacy Policy.

You start on the Free plan, with no credit card needed. A portfolio called Personal is set up for you. You can rename it, for example after your broker, on the Portfolios page.

For extra security, turn on two-step sign-in under Settings, Sign-in and security.

Pick whichever suits you. You can mix them.

• Upload a file from your broker. Best for your history. Files from CommSec, Selfwealth, Stake, CoinSpot and Raiz are recognised as they are; any other CSV or Excel file of trades works once its columns are matched. See importing a broker file.
• Forward your contract notes. Best for new trades. Each portfolio has a private email address; forward the broker's confirmation and confirm the trade it finds. See email import.
• Type them in. Best for a few trades, or one that's missing. Use Add an investment. See adding and editing trades.

Start with the oldest purchase of each investment you still hold. Without it, the cost base and the 12-month test for the CGT discount can't be right.

• Dashboard: what everything is worth, your cost base, gains and recent dividends, and a chart of your portfolio's value.
• Holdings: each investment, with Cash and Super as tabs. Open one to see its purchases, dividends and annual tax statements.
• Transactions: every buy and sell you have recorded, where you edit or delete them.
• Analytics: how each investment has done, and where your money is.
• Dividends: estimated dividends by financial year, with franking on Plus and Pro.
• Tax pack: one financial year's capital gains, sales and trades for your accountant.
• Net worth: your investments and cash, plus property, super and debts.

• ASX shares and ETFs, up to 12 investments held at once. Ones you have sold don't count.
• One portfolio, and broker file imports of the last 12 months.
• Capital gains by financial year, cash, super and net worth.
• Email import, for 20 contract notes in total.
• A preview of dividends and the tax-time pack.

Plus adds every market and crypto, no limit on investments, full history imports, dividends with franking and the full tax-time pack. See plans and pricing.

An investment shows no price

Prices are closing prices, updated once a day after each market closes. A new investment usually has one within a minute. If it still has none, check the code and the market on its trades.

I didn't get the email code

Check your spam folder, and that the address shown is the one you meant. You can ask for a new code after 30 seconds.

The totals don't match my broker

Usually a purchase is missing, often one from before the period you imported, or a DRP allotment. Compare the units for each holding with your broker's holding statement.

• Import trades from your broker's file: Upload a CSV or Excel file, check the preview, and fix rows that can't be read.
• Email import: forward your contract notes: A private address for contract notes, how to forward them, and confirming each trade.
• Add, edit and correct trades: Type a trade in, change or delete one, and fix the usual mistakes.
• Understanding your returns and figures: Market value, cost base, gains, total return, yearly return and the benchmark line.
• All help, or the guides to investing and tax.

Still stuck? Email support@portfoli.au. New to Portfoli.au? Create a free account, with no credit card needed.