Pricing
Start free. Upgrade when you need more.
Every plan includes ASX prices, uploads from your broker and everything shown in Australian dollars. Pro adds overseas markets, crypto, no limit on investments, and a portfolio for each platform or family member.
Yearly billing saves two months.
Personal
Free
Track your Australian shares and ETFs. Free for up to 10 investments.
Free plan
Includes
- ASX shares and ETFs
- Up to 10 investments at a time. Ones you have sold don't count
- One portfolio
- Upload files from your broker, going back 12 months
- Gains from sales for each financial year, with every step shown
- Net worth: your investments plus your home, super, loans and other debts
- Download all your data as a spreadsheet file
No credit card needed
Everything
RecommendedPro
More markets, no limit on investments, and a portfolio for each platform or family member.
$100 billed yearly · save $20
Everything in Free, plus
- No limit on investments
- Shares and ETFs from the ASX, US, London, Toronto and New Zealand, plus crypto
- Overseas trades converted to Australian dollars at that day's exchange rate
- A separate portfolio for each platform or family member
- All your portfolios together in one view
- Upload your full trading history, however far back it goes
- Tax-time pack for your accountant, as a PDF and spreadsheet files, covering all of a person's platforms
- Dividends from your shares and ETFs, estimated automatically, with a total return for each investment
Coming to Pro
- Franking credits, and dividend reinvestment plans
- Read-only access for your accountant
Card needed · cancel anytime
Detail
What changes between plans
How much you can track, which markets, and how many portfolios you can have.
| Feature | Free | Pro |
|---|---|---|
| InvestmentsHow many different investments you hold at once. Ones you have sold in full don't count | Up to 10 | No limit |
| MarketsWhere your investments are listed | ASX only | ASX, US, London, Toronto, New Zealand and crypto |
| CurrenciesThe currency your trades were in | Australian dollars only | Any, converted to Australian dollars |
| PortfoliosOne for each platform or family member | 1 | No limit, plus a combined view |
| Uploading your historyHow far back a broker file can go | 12 months | No limit |
| Capital gains recordsGains and losses from sales, for each financial year | Included | Included |
| Tax-time packA year's capital gains, sales and trades, as a PDF and spreadsheet files | Preview | Included |
| Net worthYour investments, plus what else you own and owe | Included | Included |
| DividendsEstimated from each ex-dividend date and what you held, before franking | Preview | Included |
| Franking creditsThe tax already paid on your dividends | Not included | Coming soon |
Questions
Before you upgrade
Do sold investments count toward the 10?
No. The limit counts what you hold right now. Once you sell all of an investment, it stops counting, and its sales stay in your records and your capital gains. Buying more of something you already hold never counts twice.
Do I need to know about finance?
No. Upload a file from your broker or type in what you bought, and Portfoli keeps track of what you own, what it cost and how much you have made.
Will I get a receipt for my accountant?
Yes. Every payment comes with a receipt from Stripe, and all your receipts are in Manage billing in Settings. Whether you can claim the cost depends on your situation, so check with a registered tax agent.
How do overseas currencies work?
Everything is shown in Australian dollars. A trade in another currency is converted at the exchange rate on the day of the trade, and the amount in the original currency is shown next to it.
Can I track my family's investments?
Yes, on Pro. Keep a portfolio for each person, or for each platform (such as Raiz, CommSec or Stake), and see each one on its own or all together. Each has its own records and its own tax statement.
What happens after the free trial?
You get all of Pro for 14 days. A card is needed to start, and we email you before the trial ends. Cancel in Manage billing before day 15 and you won't be charged. Otherwise Pro starts and renews until you cancel. If Pro ends, nothing is deleted: everything stays readable, and you can add more within the Free limits.
Still deciding?
Start on Free. If you upgrade later, all your records come with you.
General information only. Portfoli.au does not hold an Australian Financial Services Licence and does not give financial or tax advice.