Reconciliation
Close, not exact.
DRPs, franking credits, and FX, each tab checked by hand.
Investment Portfolio Tracker
See what you actually own.
Track all investments in one place.
Cost basis, dividends, and CGT across every broker — in one dashboard. For Australians with more than one account.
Free forever · No credit card required
metrifly.com
Imports from 40+ brokers
CommSec
Stake
SelfWealth
Interactive Brokers
Pearler
SuperheroSound familiar?
Most portfolios start in a spreadsheet.
Sensible for one broker. Across accounts, currencies, and tax years, the sheet becomes the work.
Tax time
Parcels rebuilt every EOFY.
CGT lots exported broker by broker, discount dates intact.
Drift
Gaps surface late.
One missed corporate action or dividend throws off the rest.
How it works
Import, reconcile, track, report.
Most investors are set up in under five minutes. No bank logins. Cancel anytime.
01
Connect your brokers
Drop in a CSV from any broker or forward your contract notes by email. We support 40+ providers globally.
02
We reconcile everything
Metrifly matches trades, corporate actions, DRPs, and FX into a clean parcel-level history, the way the ATO expects.
03
Track returns and income live
Money-weighted, time-weighted, after fees, after FX. Unrealised gains, dividends, franking credits, updated daily.
04
Generate reports on demand
CGT, income summary, MyTax-ready exports. Switch between FIFO, LIFO, or minimise-CGT allocation with one click.
Start your free account
Set up in five minutes · No credit card
Performance, income, tax
Performance, income, and tax — handled.
01 / Performance
True returns, not just numbers.
Money-weighted, time-weighted, after-fees, after-FX. The figures match your tax return.
02 / Income
Every dividend, automatically.
Detected across global exchanges. DRP, franking credits, and FX applied without configuration.
03 / Tax
CGT reports with lot-level detail.
FIFO, LIFO, or minimise CGT. Individual, company, trust, and SMSF — export when you need it.
Brokers & data
If you can export it, we can import it.
40+ brokers across Australia, the US, Europe, and Asia.
CommSecStakeSelfWealthInteractive BrokersPearlerSuperhero
CMC Markets
nabtrade
Saxo
Schwab
eToro
RevolutCSV import
Drop in a trade export from any broker. We auto-detect columns and parse 40+ broker formats.
Email forwarding
Forward contract notes to your private Metrifly address. Trades land reconciled and ready.
File upload
PDF contract notes, brokerage statements, dividend confirmations: drop them in, we extract the data.
Don't see your broker? Email us your export and we add new formats weekly.
Why Metrifly
Spreadsheet vs Metrifly
Capability
Spreadsheet
Metrifly
Trade entry
Type every line by hand
Auto-import from CSV or email
Multi-broker
A tab per account; numbers never agree
One portfolio across all brokers
FX-adjusted returns
Easy to miss; usually wrong
FX gain tracked separately from market gain
Dividends & DRPs
You catch them, you reconcile them
Detected automatically with franking and FX
CGT reporting
Year-end panic; lots and parcels by hand
On-demand, lot-based, ATO-ready
Entity types
One sheet per Individual / SMSF / Trust
Native SMSF, Trust, Company support
Pricing
Start free. Pay only when your portfolio outgrows the basics.
No lock-in, cancel anytime. Annual saves 20% across every tier.
MonthlyAnnualSave 20%
Free
One portfolio, up to 10 holdings
Free
- 1 portfolio, up to 10 holdings
- CSV & AI import (up to 10 holdings)
- Basic allocation view
Starter
Unlimited holdings and tax reports
$12/mo
$144 billed annually
- 1 portfolio, unlimited holdings
- CSV import & tax reports
- Dividends, DRPs & multi-currency
MOST POPULAR
Standard
Benchmarking, diversification, and FX gain tracking
$20/mo
$240 billed annually
- Up to 3 portfolios
- Benchmarking & diversification
- Company, Trust & SMSF entities
Pro
Ten portfolios and accountant access
$32/mo
$384 billed annually
- Up to 10 portfolios
- Everything in Standard
- AMIT & advanced tax support
Any broker with a CSV trade export, that's 40+ at last count, including CommSec, Stake, SelfWealth, Interactive Brokers, Pearler, Superhero and CMC. Email forwarding is supported for the major Australian brokers.
A spreadsheet stores trades. Metrifly reconciles corporate actions, DRPs, franking credits, FX, and parcel-level CGT — and keeps them current as markets move.
Yes. Most trackers export to CSV; ours imports that same format. We'll preserve cost basis, parcel dates, and dividend history so your CGT reporting stays continuous.
Lot-based, with your choice of allocation strategy (FIFO, LIFO, minimise gain, maximise gain, minimise CGT). Australian CGT discount applied automatically for assets held >12 months. Entity-aware for Individual, Company, Trust and SMSF.
Yes. All data is encrypted at rest and in transit. We never ask for broker login credentials; you import via CSV or email. Your data stays yours and can be exported or deleted at any time.
Yes. We track FX gain separately from market gain so you can see what your portfolio actually did versus what the dollar did.
On the Pro plan, yes: read-only accountant access with downloadable PDF and MyTax exports.
Yes. The Free plan is free forever: 1 portfolio, up to 10 holdings, and full tracking features. No credit card required to start. Upgrade when you need more portfolios, advanced reporting, or tax exports.
Start with a free account.
Free for one portfolio. Upgrade when you need more holdings or tax exports.
Free forever · Upgrade any time