Multiple portfolios, SMSFs and your accountant

• Free: 1 portfolio.
• Plus: up to 3, plus a combined view.
• Pro: as many as you need, and SMSF portfolios.

1. Open Portfolios from the portfolio bar at the top of the app.
2. Under Add a portfolio, give it a name, such as the platform it is on.
3. If it belongs to someone else in the family, enter their name. Leave it blank if it is yours.
4. Choose what's in it: your own investments, super (the investments in a super fund, left out of your tax pack unless you add it, because super is taxed in the fund), or a self-managed super fund (Pro), with its own tax pack at the fund's one-third discount.

Then add its trades, by file, email import or hand. Each portfolio can have its own email import address.

Choose All portfolios in the bar at the top to see everything at once on the Dashboard, Holdings and Analytics. To edit a trade, choose the portfolio it is in. Capital gains are always worked out portfolio by portfolio, so one person's tax figures never include anyone else's sales, and the tax-time pack puts each person's portfolios into one statement.

Once everything in a portfolio has been sold, you can archive it from the Portfolios page. It moves out of your list and stops counting towards your plan, but nothing is deleted: its gains, dividends and history still count in your tax pack and net worth. You can unarchive it any time.

On Pro, your accountant, tax agent or SMSF auditor can see your records, read only:

1. Open Settings, Accountant access.
2. Enter their email address and send the invitation.
3. If you keep documents, choose which folders they can download.

They see what you share once they accept. They can't change anything and have no access to money, and you can remove their access at any time.

I can't add another portfolio

Your plan's limit is reached. Archive one you have sold out of, or see plans.

I moved shares from one broker to another

Keep the original purchases, with their dates and prices. See investing with more than one broker.

Where are my bank accounts?

In Cash, which is built in and doesn't count as one of your portfolios. See cash, super and net worth.

• Track net worth, cash and super: Bank accounts, super, property and debts, beside your investments.
• Getting started with Portfoli.au: Create an account, get your first trades in, and find your way around.
• 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.
• 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.