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Portfolio Allocation
Portfolio Performance
Top Performers
Best Overall Return
Best YTD Return
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Create and track your Investment Account and Superannuation holdings.
Investment Account
| Ticker | Total Realized Profit | Total Return | Date Closed |
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Portfolio Performance
Portfolio Forecasting
Project your portfolio growth at different annual return rates over 30 years.
Projected Values by Year
| Year | Current Rate | 5% Return | 10% Return | 15% Return | 20% Return |
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Track your capital gains and losses for Australian tax reporting.
Capital Gains Tax Report
Transaction Details
| Date | Asset | Units | Sale Price | Proceeds | Cost Basis | Gross Gain | Discount | Taxable |
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ATO Notes
- The 50% CGT discount applies to assets held for more than 12 months before sale.
- Capital losses can be offset against capital gains but cannot reduce other income.
- Financial year runs from 1 July to 30 June (Australian standard).
- This report uses the weighted average cost method for cost basis calculation.
- Consult a tax professional for personalized advice.
No sales recorded yet. Record a sale from the Portfolios tab to see CGT calculations here.
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Compare your portfolio performance against major market benchmarks.
Benchmark Comparison
How this works
This simulation calculates what your portfolio would be worth if, instead of buying your actual holdings, you had invested the same amounts in the selected benchmark index on the same dates. It shows whether your stock-picking decisions have added or detracted value compared to a passive index strategy.
No purchase transactions found. Add holdings in the Portfolios tab to see benchmark comparisons.
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