# Portfoli.au: portfolio tracker and capital gains tax for Australians

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. No credit card needed.
- Forward your broker's contract notes to a private address, and confirm each trade read from them.
- Cash, super and net worth on every plan.
- We never connect to your broker or touch your money.
- Records kept in Sydney. Encrypted, with two-step sign-in. Documents files are encrypted and kept in our provider's Oceania region, which isn't guaranteed to be Australia.

## 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

- 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 (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. See [the filing cabinet](https://portfoli.au/filing-cabinet).

## For accountants

Portfoli.au for Practices: set up a file for each client, work on it with your staff, and invite clients to view or edit. $29 a month for up to 3 clients, then $4 a client ($290 and $40 a year); clients pay nothing. Clients on Pro can also give their own accountant read-only access. See [for accountants](https://portfoli.au/accountants).

## Start with one file from your broker

Files from CommSec, Selfwealth, Stake, CoinSpot and Raiz are recognised automatically. For any other broker, use the [import template](https://portfoli.au/portfoli-import-template.csv) and the [import file guide](https://portfoli.au/docs/import-file.md).

## New trades by email

Each portfolio has a private email address. Add it at your broker, forward with a Gmail filter, or forward a note by hand. Each trade read from a contract note is checked against the note's totals and waits for you to confirm it. On every plan; the Free plan reads 20 notes in total. See [email import](https://portfoli.au/help/email-import).

## ETFs and annual tax statements

Add each ETF's annual tax statement: its capital gains go into the year's capital gains, and its AMIT cost base amount changes the cost base of your units.

## Plans

- **Free**: ASX shares and ETFs, up to 12 investments, one portfolio, and email import for 20 contract notes.
- **Plus**, $7 a month or $70 a year: every market and crypto, no limit on investments, up to 3 portfolios, dividends with franking credits from your statements, and a tax-time pack.
- **Pro**, $12 a month or $120 a year: everything in Plus, as many portfolios as needed, SMSFs, accountant access and a document filing cabinet.
- **Practice**, for accountants, $29 a month or $290 a year for up to 3 clients, then $4 ($40) a client: a file for each client with everything in Pro, staff accounts, and free logins for clients.

See [plans and prices](https://portfoli.au/plans).

## Links

- [Sign in or create an account](https://portfoli.au/signin)
- [Capital gains tax calculator](https://portfoli.au/cgt-calculator)
- [Dividend calculator](https://portfoli.au/dividend-calculator)
- [Guides to investing and tax](https://portfoli.au/guides)
- [Help with using Portfoli.au](https://portfoli.au/help)
- [Capital gains tax changes from 1 July 2027](https://portfoli.au/guides/cgt-changes-2027)
- [Security](https://portfoli.au/security)
- [Guide for AI agents (llms.txt)](https://portfoli.au/llms.txt)

Portfoli.au gives general information only, not financial or tax advice.