How it works

Manage shares

Manage shares

Streamlined and seamless tracking of your whole portfolio.

Explore features →

Track Property

Track Property

Hassle-free tracking of property holdings, buying and selling. Perfect for your rental return.

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Monitor cash

Monitor cash

Have clear visibility of spending with easy import and export tools.

Find out how →

Features

Monitor shares
Monitor shares
  • Holdings Report
  • Sell Transactions Report
  • Capital Gain/Loss Report
  • Brokerage Report
  • Detailed Dividends Report
  • Export Share Price Updates
  • Auto Selection for Sell operations
  • Make easy for Capital Operations records (Stock Split, Bonus, Demerger, Capital returns etc. ) Capital Operations History Report
  • End of Financial Year Report
Track property
Track property
  • Holdings Report
  • Sell Transactions Report
  • Capital Gain/Loss Report
  • Brokerage Report
  • Detailed Dividends Report
  • Export Share Price Updates
  • Auto Selection for Sell operations
  • Make easy for Capital Operations records (Stock Split, Bonus, Demerger, Capital returns) Capital Operations History Report
  • End of Financial Year Report
Cash management
Cash management
  • Import bank statements
  • Transaction Types management
  • Export to Excel
  • Smart Import Engine
  • Budgeting tool for personal use
  • Basic Financial report for company & SMSF
  • Automatic assign of transaction types
  • Automatic grouping for relevant reports
  • Automatic insert of expenses for property investments