Portfolio Tracker — ASX and US Equities
See your investments clearly.
Track performance, record your thesis for every holding, see your CGT and franking estimates, and query your portfolio with AI. All in one place.Built for self-directed Australian investors.
Free plan, not a trial · Demo portfolio included · No credit card required
Your broker executes trades.FolioTrack helps you understand your portfolio.
Most Australian investors still track their portfolio in a spreadsheet. FolioTrack replaces it: import from brokers and registries including CommSec, CMC, Computershare and MUFG, and track personal portfolios and SMSFs side by side.
See how your portfolio is performing
XIRR, Sharpe ratio, Sortino ratio and time-weighted return, calculated from your real transaction history.
Remember why you own it
Record your thesis for every holding in a journal, and see your own buy targets next to the price.
CGT and franking estimates
Calculated from your transaction history. Estimates only, general information, not tax advice.
Ask AI about your portfolio
Connect an AI like Claude, or any MCP-compatible AI, and ask about your holdings, performance or dividends. Read-only: it can see your numbers, never change them. Pro feature.
XIRR, Sharpe ratio, Sortino ratio and time-weighted return calculated from your real transaction history — plus CGT and franking estimates.
Your complete portfolio picture
Consolidated dashboard across CommSec, CMC, Computershare & MUFG — multiple portfolios and SMSFs
FolioTrack pulls your complete trade history into a single, beautifully organised source of truth.
Know when to act
Portfolio alerts, risk & efficiency analytics (Sharpe, Sortino, Jensen's Alpha, XIRR)
Set your buy targets and FolioTrack automatically moves stocks through conviction buckets as the price moves toward your range.
- Getting Interesting — Approaching target
- High Conviction — In target range
- Maximum Conviction — At or below buy price
Think clearly — know what you own, and why.
Investment journal — decisions, reasoning & tags
Log your investment decisions, track your reasoning, and tag entries to find patterns in your thinking.
Australian hosted
Data stored in Sydney — never shared unless you connect an AI assistant
Secure sign-in
Sign in with Google, Apple, or a magic email link — no passwords to remember or manage
No financial advice — data tracking only
FolioTrack shows your data — it never tells you what to do with it.
Your data is never sold or shared
No ads, no data brokers, no third-party analytics.
No API key storage
CSV import only — we never ask for or store your broker API keys or login credentials
Simple, honest pricing
Free to get started. Upgrade when you're ready.
Founding member pricing
Pro at $15/month (or $150/year), locked in for as long as you stay subscribed — plus every future Pro feature at no extra cost. For our earliest investors. This offer won't be around once we're established.
Applies to the Pro plan. Does not include future separate plans or tiers.
free to get started
- Demo portfolio included
- 1 real portfolio · Unlimited holdings
- Company research — screen ASX 200, NASDAQ 100 & popular ETFs
- Import from brokers & registries (CommSec, CMC, Computershare, Link/MUFG)
- Manual DRP + SPP tracking
- Transaction history
- Investment journal
- Watchlist (up to 10 tickers)
- Record your thesis — portfolio + holdings
- EOD pricing on trading days
- Australian hosted
Free is not a trial. No credit card required.
AUD / month · or $150/year — founding member price, locked in while subscribed
- Everything in Starter
- Up to 5 portfolios — personal, SMSF, or trust
- Up to 30 watchlist tickers
- Risk & efficiency — see how your returns stack up against the risk you took, and the wider market
- Personal holding insights — XIRR, dividend reconciliation, company fundamentals for every holding
- Currency exposure — AUD vs. foreign currency breakdown
- Concentration risk — see how much of your portfolio sits in your top 5 holdings
- Margin loan tracking — credit limit, interest rate, and net equity on a leveraged portfolio
- MCP access — connect FolioTrack to Claude or other AI assistants
- CSV & PDF export — All Trades Report, CGT & Franking Estimate, and more
- Priority email support
Secured by Stripe. Change or cancel plans anytime.
Your portfolio.
Finally clear.
No credit card required · No data selling · Australian hosted