Four Subscription Options. Flexible Pricing. Fully Tax-Deductible.
(Save 25% on annual plans)
Free
0.00
- Track 10 Holdings
- 1 Portfolio
- Track Dividends
- Value Calculator
- Corporate Actions
- Summary Emails
- Limited Email Support
Basic
9.00
Billed annually
- Track 20 Holdings
- 1 Portfolio
- PLUS
- Benchmarking
- Tax Reporting (AUS Only)
- Cash Accounts
- Contributions Report
- File Attachments
- Email Support
Plus
14.00
Billed annually
- Unlimited Holdings
- 3 Portfolios
- PLUS
- Benchmarking
- Tax Reporting (AUS Only)
- Cash Accounts
- Contributions Report
- File Attachments
- Email Support
Advanced
21.50
Billed annually
- Unlimited Holdings
- 5 Portfolios
- PLUS
- Benchmarking
- Tax Reporting (AUS Only)
- Cash Accounts
- Contributions Report
- File Attachments
- Priority Email Support
Prices displayed are in AUD including GST.
Using another Portfolio Tracker? We'll buy out the rest of your subscription. Learn more.
| Compare Plans | Free | Basic | Plus | Advanced |
|---|---|---|---|---|
| Holdings | 10 | 20 | Unlimited | Unlimited |
| Portfolios | 1 | 1 | 3 | 5 |
| Benchmarking | ||||
| Weekly & Monthly Performance Email Updates | Limited | |||
| Support | Limited | Standard | Standard | Priority |
| Features | Free | Basic | Plus | Advanced |
|---|---|---|---|---|
| Official ASX, NASDAQ & NYSE market data | ||||
| Australian Broker Integration — Historical Trades | ||||
| Australian Broker Integration — New Trades | ||||
| Detailed portfolio performance analytics | ||||
| Custom Benchmarking | ||||
| Cash Accounts | ||||
| Manage multi portfolios | ||||
| Dividend Income Tracking | ||||
| Dividend Income tax reporting (AUS Only) | ||||
| Automatic DRP Tracking | ||||
| DRP Balance Tracking | ||||
| Track Unlisted Investments | ||||
| Discounted cash flow value calculator | ||||
| Weekly performance summary | Limited | |||
| Automatic Trade Adjustments | ||||
| Intraday Pricing | ||||
| Portfolio Sharing | ||||
| Trade statement attachments | ||||
| Dividend statement attachments | ||||
| Email support | Limited | Standard | Standard | Priority |
| Reporting | ||||
| Portfolio Performance Report | ||||
| All Trades Report | ||||
| Portfolio Contributions Report | ||||
| Portfolio Diversification Report | ||||
| All Paid Dividends Report | ||||
| Upcoming Dividends Report | ||||
| Dividend Contributions Report | ||||
| Taxable Income Report (AUS Only) | ||||
| Capital Gains Tax Reporting (AUS Only) | ||||
| Unrealized Capital Gains Tax Reporting (AUS Only) |