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Add an investment

Record what you bought, sold or deposited. We work out your holdings, cost base and gains from what you enter.

Plan

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What did you trade?

Type it in full, such as BHP, AAPL or VAS. Anything you already own will be suggested as you type.

The currency of the price and fee below.

The contract date, not settlement. This decides the financial year.

Part of the cost base. Leave blank for none.

Summary

Units
n/a
Principal
n/a
Brokerage (added)
n/a
Total cost
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In Australian dollars
n/a

Prices update every hour, and something you have just added usually has a price within a minute.

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