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Dashboard Holdings Transactions Analytics Tax pack

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Dashboard Holdings Transactions Analytics Tax pack

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How each investment has done compared with what you paid for it.

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Investment records for Australian investors and their families. Everything you see is worked out from the transactions you record.

Prices update every hour, and each one shows when it was taken.

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Portfoli.au is a record-keeping tool, not an adviser. It does not hold an Australian Financial Services Licence, it is not a registered tax agent, and it does not give financial, tax or legal advice. Everything here is general information. It does not take into account your goals, finances or needs, so get your own advice before acting on it. The figures come from the records you enter, so check them against your broker and share registry statements before you lodge a tax return. Read the full disclaimer.

Amounts are in Australian dollars unless marked. Prices may be delayed and are for information only.

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