Portfolio Tracker — ASX and US Equities
See your investments clearly.
Track every holding, every trade, every dividend —
with position sizing to see how each holding compares to your own targets. Built for self-directed Australian investors.
No credit card required · No data selling · Australian hosted
Your complete portfolio picture
Most Australian investors still track their portfolio in a spreadsheet. FolioTrack pulls your complete trade history into a single, beautifully organised source of truth.
Know when to act
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. Invest better.
Log your investment decisions, track your reasoning, and tag entries to find patterns in your thinking.
Everything in one view.
All your holdings, trades, dividends and performance — across every broker, in one place.
All your holdings in one place
Import from brokers and registries including CommSec, CMC, Computershare, and MUFG. Track personal portfolios and SMSFs side by side in one unified view.
Australian built, Australian hosted
Your data never leaves Australia. Hosted in Sydney, compliant with Australian Privacy Principles. No ads, no data selling.
Information only. Always.
FolioTrack shows you your data clearly. We never give advice, never recommend trades, never interpret your results.
Up and running in minutes
01
Sign in with Google, Apple, or email
One click with Google or Apple, or enter your email for a magic sign-in link. No password, no credit card.
02
Import your transactions
Drag & drop your CSV files from CommSec, CMC, Computershare, or MUFG (Link Market). We parse everything securely — no passwords required, and your raw files are never stored.
03
See your portfolio clearly
Your holdings, performance, sector allocation and transaction history — all in one clean view.
Australian hosted
Data stored in Sydney — never offshore
Secure sign-in
Sign in with Google or a magic email link — no passwords to remember or manage
ASIC RG 244
No financial advice — data tracking only
APP 2026 compliant
Your data is never sold or shared
Simple, honest pricing
Free to get started. Upgrade when you're ready.
free to get started
- Demo portfolio included
- 1 real portfolio · Unlimited holdings
- 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 (2 months free)
- 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
- Currency exposure — AUD vs. foreign currency breakdown
- Concentration risk — see how much of your portfolio sits in your top 5 holdings
- CSV & PDF export — historical transaction summary
- Priority email support
Secured by Stripe. Change or cancel plans anytime.
Your portfolio.
Finally clear.
No credit card required · No data selling · Australian hosted