Pricing

Start free. Upgrade when you need more.

MonthlyAnnual

Free

One portfolio, up to 10 holdings

$0/mo

Get Started
  • • 1 portfolio
  • • Up to 10 holdings
  • • Manual transactions
  • • Market price updates
  • • Holding detail view
  • • Dividend tracking
  • • Basic allocation (top 5)

Starter

Unlimited holdings and tax reports

$15/mo

Subscribe
  • • 1 portfolio
  • • Unlimited holdings
  • • 3 custom groups
  • • CSV import & export
  • • Multi-currency portfolios
  • • Tax reporting (individual entity)
  • • Dividend calendar
  • • Automatic DRP detection
  • • Income export (CSV)
  • • Full allocation breakdown
  • • Diversification analysis
  • • Custom benchmarking
  • • FX gain tracking

Standard

Three portfolios, SMSF, and trust entities

$25/mo

Subscribe
  • • 3 portfolios
  • • Unlimited holdings
  • • 5 custom groups
  • • CSV import & export
  • • Multi-currency portfolios
  • • Tax reporting (individual, company & trust entities)
  • • SMSF entity
  • • AMIT support
  • • Dividend calendar
  • • Automatic DRP detection
  • • Income export (CSV)
  • • Full allocation breakdown
  • • Diversification analysis
  • • Custom benchmarking
  • • FX gain tracking

Pro

Ten portfolios and accountant access

$40/mo

Subscribe
  • • 10 portfolios
  • • Unlimited holdings
  • • 10 custom groups
  • • CSV import & export
  • • Multi-currency portfolios
  • • Tax reporting (individual, company & trust entities)
  • • SMSF entity
  • • AMIT support
  • • Dividend calendar
  • • Automatic DRP detection
  • • Income export (CSV)
  • • Full allocation breakdown
  • • Diversification analysis
  • • Custom benchmarking
  • • FX gain tracking