What Can't Be Measured, Can't Be Improved
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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
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.
Using another Portfolio Tracker? We'll buy out the rest of your subscription. Learn more.
| Compare Plans | Free | Focus | Freedom | Flex |
|---|---|---|---|---|
| Holdings | 10 | Unlimited | Unlimited | Unlimited |
| Portfolios | 1 | 1 | 3 | 15 |
| Custom Groups | 1 | 3 | 5 | 10 |
| Benchmarking | ||||
| Weekly Performance Email Update | Limited | |||
| Email Support | Limited | Standard | Standard | Priority |
| 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 | Limited | Standard | Standard | Priority |
| 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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