Pricing
Start free. Upgrade when you need more.
Every plan includes ASX prices, broker file imports, email import of contract notes, and everything in Australian dollars. Prices include GST.
Yearly billing saves two months.
Personal
Free
Track your Australian shares and ETFs.
Free plan
Includes
- ASX shares and ETFs
- Up to 12 investments
- 1 portfolio
- Broker imports, last 12 months
- Email import of 20 contract notes
- Capital gains by financial year
- Net worth tracking
- Spreadsheet downloads
No credit card needed
Investor
RecommendedPlus
Every market, crypto, dividends and a tax-time pack.
Billed monthly · cancel anytime
Everything in Free, plus
- Unlimited investments
- Every share market, plus crypto
- Overseas trades converted to AUD
- Up to 3 portfolios, plus a combined view
- Full trading history imports
- Email import of contract notes, no total limit
- Tax-time pack (PDF and spreadsheets)
- Dividend tracking
- Franking credits from your statements
Renews automatically each month at $7 until you cancel.
Household
Pro
For the household: SMSFs, your accountant and your documents.
Billed monthly · cancel anytime
Everything in Plus, plus
- Unlimited portfolios
- SMSF portfolios with their own tax pack
- Read-only access for your accountant
- 2 GB encrypted document storage
- Share document folders with your accountant
Renews automatically each month at $12 until you cancel.
Detail
What changes between plans
How much you can track, which markets, and how many portfolios you can have.
| Feature | Free | Plus | Pro |
|---|---|---|---|
| InvestmentsHeld at once. Sold ones don't count | Up to 12 | Unlimited | Unlimited |
| MarketsWhere your investments are listed | ASX | Every market, plus crypto | Every market, plus crypto |
| CurrenciesShown in Australian dollars | AUD only | Any | Any |
| PortfoliosOne per platform or family member | 1 | Up to 3, plus combined view | Unlimited, plus combined view |
| Broker importsHow far back your history goes | 12 months | Full history | Full history |
| Email importContract notes forwarded and read for you | 20 notes in total | No total limit | No total limit |
| Capital gainsBy financial year, every step shown | Included | Included | Included |
| Tax-time packPDF and spreadsheets for your accountant | Preview | Included | Included |
| DividendsEstimated from what you held | Preview | Included | Included |
| Franking creditsWorked out from your statements | Not included | Included | Included |
| Net worthInvestments, property, super and debts | Included | Included | Included |
| SMSF portfoliosWith the fund's own tax pack | Not included | Not included | Included |
| Accountant accessRead only | Not included | Not included | Included |
| DocumentsEncrypted, shareable by folder | Not included | Not included | 2 GB |
Questions
Before you upgrade
Do sold investments count toward the 12?
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.
How does email import work?
Each portfolio has a private email address. Add it at your broker, or forward your contract notes to it, and each trade in a note is read for you and checked against the note's totals. Nothing is added until you confirm it. Every plan includes it: Free reads 20 notes in total, and Plus and Pro have no total limit.
Do I need to know about finance?
No. Upload a file from your broker or type in what you bought, and Portfoli.au keeps track of what you own, what it cost and how much you have made.
Will I get a tax invoice for my accountant?
Yes. Prices include GST, and every payment comes with a tax invoice showing our ABN and the GST. All your invoices 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. Plus has up to 3 portfolios and Pro as many as you need. Keep one 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's the difference between Plus and Pro?
Plus covers an investor's whole picture: every market and crypto, no limit on investments, dividends and the tax-time pack. Pro adds what a household or an SMSF needs: as many portfolios as you like, SMSF portfolios, read-only access for your accountant, and Documents, an encrypted filing cabinet you can share with them.
Can I change plans later?
Yes. Move between Plus and Pro, or between monthly and yearly, from the plans page or Manage billing. Stripe shows the difference in price before you confirm, and it's charged or credited for the rest of the period.
What happens if I cancel?
Cancel any time in Manage billing in Settings. Your plan carries on until the end of the period you've paid for, and you won't be charged again. After that you're on Free. 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.
Portfoli.au for Practices
Coming soonThe plan for practices is coming soon
We're getting it ready for accountants, tax agents and advisers: a file for each client, worked on with your staff, and each client invited to see their own. It isn't open for sign-ups yet.
To hear when it opens, email support@portfoli.au.
Already have a client on Pro? They can invite you to see their portfolios today, at no cost to you. How that works
General information only. Portfoli.au does not hold an Australian Financial Services Licence and does not give financial or tax advice.