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(Save 25% on annual plans)

Free

For Beginner investors tracking a small number of holdings.

0.00
Free Forever
  • 1 Portfolio
  • 10 Holdings
  • 1 Custom Group
  • In the 'Free' plan you get
  • Track Dividends
  • Summary Emails
  • Standard Email Support

Focus

For serious investors tracking and reporting on a single portfolio.

14.00
Billed annually
  • 1 Portfolio
  • Unlimited Holdings
  • 3 Custom Groups
  • Everything from 'Free' plus
  • Benchmarking
  • Tax Reporting (AUS Only)
  • Cash Accounts
Most Popular

Freedom

For dedicated investors tracking & analyzing up to 3 portfolios.

16.50
Billed annually
  • 3 Portfolios
  • Unlimited Holdings
  • 5 Custom Groups
  • Everything from 'Focus' plus
  • Portfolio Contributions Report
  • Dividend Contributions Report
  • File Attachments

Flex

For advanced investors who want to track without limits.

21.50
Billed annually
  • 15 Portfolios
  • Unlimited Holdings
  • 10 Custom Groups
  • Everything from 'Freedom' plus
  • Upcoming Dividends Report
  • Priority Email Support
  • Product Roadmap Input

Prices displayed are in AUD including GST.

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Compare Plans
Free
Focus
Freedom
Flex
Holdings10UnlimitedUnlimitedUnlimited
Portfolios11315
Custom Groups13510
Benchmarking
Weekly Performance Email UpdateLimited
Email SupportLimitedStandardStandardPriority
Features
Free
Focus
Freedom
Flex
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
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 LimitedStandardStandardPriority
Reporting
Portfolio Performance Report
All Trades Report
All Paid Dividends Report
Portfolio Diversification Report
Taxable Income Report (AUS Only)
Capital Gains Tax Reporting (AUS Only)
Unrealized Capital Gains Tax Reporting (AUS Only)
Portfolio Contributions Report
Dividend Contributions Report
Upcoming Dividends Report

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