Amateurs track prices.Professionals track themselves.
OpenFolio turns your trading history into the review a professional desk would run on you — your real win rate, how long you actually hold, where you are concentrated, and the hour of day your discipline slips.
Write the thesis before you enter. Review it after you exit. Build a playbook from what actually worked, and build wealth on habits you can repeat. Capital gains, franking credits and super are handled in the background, ready for tax time.
SUPPORTED PLATFORMS
Connect your financial ecosystem.
CSV imports and direct connections across brokers, banks, exchanges, and registries.
HOW IT WORKS
From signup to full picture in under ten minutes.
01
Bring your history in
Import a CSV from your broker or connect directly. MooMoo, Stake, Webull, CommSec, Bybit and 14+ others are supported. Ten minutes, once.
02
Get your review
Your real win rate, average holding period, position concentration and trade timing. Which tickers you keep returning to, and whether they have ever paid you for it. Your record, not your memory.
03
Trade your playbook
Write a thesis and an invalidation condition before you enter. Review against it after you exit. Keep the plays that repeat, cut the ones that do not, and let CGT and franking take care of themselves.
YOUR TRADING RECORD
The review a professional desk would run on you.
Your real win rate, not the one you remember. How long you actually hold, versus how long you think you do. Which tickers you keep returning to, and whether they have ever paid you for it. Which hour of the day your discipline slips. Measured from your own imported history.
PLAN, THEN REVIEW
Write the thesis before you enter. Face it after you exit.
Every journal entry takes a thesis and an invalidation condition — what would prove you wrong. After the exit, you review against what you actually wrote, not what you remember thinking. Lessons go to a library you can search, and recurring setups get tagged, so your playbook is built from evidence instead of recollection.
START SMALL, EXPAND LATER
Choose the analysis that matters now, then grow into the rest.
Start with shares, cash, super, or whatever you care about today. As you get deeper into the market, turn on more modules for tax, dividends, crypto, assets, debt, and portfolio risk.
PLATFORM CONNECTIONS
Connect directly when you are comfortable, or keep control with CSV imports.
OpenFolio supports direct platform connections where available, but you decide what data enters the app. Your dashboard reflects the records you upload or connect, so its accuracy depends on the information you choose to provide.
SECURITY, PRIVACY, AND DATA
Your financial data stays private, separated, and under your control.
OpenFolio uses row-level security, encrypted Supabase infrastructure, and permissioned imports. You choose what to upload, what to connect, and which parts of your financial picture to turn on.
Changing 1 July 2027
The 50% CGT discount is being replaced. That part is already law.
Cost base indexation and a 30% minimum tax rate take its place. Gains accruing before the changeover keep the old treatment, so anything you hold across it has its gain split between two sets of rules. Working out which part falls where depends on purchase records you need to have kept beforehand.
What changes, and what it means for your records →Ready to see your real number?
HOW WE COMPARE
OpenFolio vs the alternatives.
| Feature | OpenFolio | Spreadsheet |
|---|---|---|
| ASX & US stocks | ✅ | Manual |
| Cryptocurrency | ✅ | Manual |
| Superannuation | ✅ | Manual |
| Physical assets & property | ✅ | Manual |
| Debt & liabilities | ✅ | Manual |
| CGT engine (FIFO / LIFO / min-gains) | ✅ | Manual |
| Franking credits | ✅ | Manual |
| Live net worth (all asset classes) | ✅ | ❌ |
| Price | 30-day free trial, then $12 AUD / mo | Free |
Comparison accurate as of May 2026.
New · AI access
Ask your portfolio anything in Claude or ChatGPT
Connect OpenFolio to Claude, ChatGPT or any MCP-compatible AI and ask about your holdings, dividends, franking credits and capital gains. Answers come from OpenFolio's ATO-aware engine, not raw broker data. 'What's my CGT position this year?' 'Which parcels should I sell to pay the least tax?'
FREQUENTLY ASKED
Questions Australian investors ask before signing up.
What brokers does OpenFolio support?↓
OpenFolio supports CSV import from MooMoo, Stake, Webull, Bybit, Coinstash, Pepperstone, Computershare, Link Markets, and 14+ other brokers. Trades, dividends, crypto, super, and equity grants all land in one dashboard.
How does OpenFolio calculate Australian CGT?↓
Every trade is indexed against ATO rules from import. Switch between FIFO, LIFO, and minimum-gains strategies instantly. The 50% CGT discount is auto-flagged at exactly 12 months. Export a full FY summary for your accountant.
Can I use OpenFolio with AI tools like Claude or ChatGPT?↓
Yes. Create an API key in Settings and connect OpenFolio as an MCP tool. Your AI assistant can then read your holdings, dividends and CGT position (read-only). See our AI guide for setup.
Does OpenFolio track superannuation?↓
Yes. Add multiple super funds, log balance snapshots, and track concessional and non-concessional contributions. UniSuper CSV import is supported.
What asset classes does OpenFolio support?↓
ASX and US stocks, ETFs, options, cryptocurrency, superannuation, physical assets, bank accounts, credit cards, loans, and employee share schemes (RSUs, options, performance rights). Six asset classes tracked in one net worth total.
How much does OpenFolio cost?↓
OpenFolio has a free plan (up to 50 trades, basic CGT, dividend tracking, with no time limit) and a Pro plan at $12 AUD per month (unlimited trades, all asset classes, FIFO/LIFO, equity grants, net worth dashboard, accountant export).
Is OpenFolio a Sharesight alternative?↓
OpenFolio is built for Australians who want shares, ETFs, crypto, superannuation, physical assets, cash, and liabilities in one net worth view. It includes an AU CGT engine with FIFO, LIFO, and minimum-gains strategies, plus franking credits and superannuation tracking. OpenFolio has a 30-day free trial, then costs $12 AUD/month.
Is my financial data safe with OpenFolio?↓
OpenFolio stores data in Supabase with row-level security, so an account can only read its own rows. CSV imports are parsed in your browser. Only the resulting trades are saved, plus the file name for your import history. If you connect a broker directly, that connection's API key and secret are stored encrypted, and you can remove the connection at any time.
Do I need to give OpenFolio access to my broker accounts?↓
No. Most integrations use CSV export from your broker. Optional direct connections (Bybit, Binance, Webull, Tiger Brokers) use API keys scoped to read-only. You control what is connected.
Free to start
Your complete financial picture starts here.
Bring your portfolio, tax, dividends, super, cash, assets, and debt into one Australian wealth dashboard. Free to start, no credit card.