SmartPortfolio is a platform independent online portfolio management software. Unlike other products, SmartPortfolio is not just about tracking your shares. You can check your portfolio assets allocation, historical performance, profit, and risk metrics. SmartPortfolio will suit casual share traders, CFDs traders and is very popular among self-managed super funds.
SmartPortfolio enables you to keep records of all your investment activities in one place. Keep records of trades, dividends and franking credits, brokerage paid, interest paid on margin loans and CFDs, account fees paid, transfers to/from your broker.
Import your trades from your broker and get your capital gains tax report done in seconds. SmartPortfolio allows you to select your CGT discount rate and automatically apply it to your eligible trades. Your tax report will contain CGT, Share Trading Tax, Short Income Tax, Interest Paid, Interest Received, Deductions, Dividends and Franking Credits.
Check how your portfolio performed over time, compare your shares positions, and check your portfolio breakdown by sectors/stocks. Check you portfolio growth in % and compare it to the ASX200 index. Compare annual profit for previous years.
SmartPortfolio helps you analyse and keep track of every trade you make. You can see how each trade performed over time, compare your closed positions and analyse your trading patterns. CFDs traders will find useful statistics for their trading.
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We promise to never increase our pricing for existing customers. When we do increase our prices, they'll only affect new customers. The price you see here today is the price you'll always pay if you start your trial today.