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Your net worth lives in three spreadsheets
Sharesight for shares. CoinTracker for crypto. A notes app for super. None of them talk to each other.
Built for Australian investors, tax, and asset classes
Track Every Investment.Pay Less Tax.The Australian Portfolio Tracker Built for Real Investors.
OpenFolio Pro is an Australian investment tracker that consolidates ASX shares, US stocks, ETFs, crypto, superannuation, and property into one net worth dashboard — with a built-in CGT engine, franking credit tracking, and FY-ready tax reports.
THE PROBLEM
Australian investors manage their wealth across five apps and a spreadsheet they keep meaning to fix.
🧾
Tax time is a panic, not a plan
You sell a position at the end of June and only find out the CGT impact when you open your accountant's email in September.
🤷
You don't actually know your number
“Around $180k?” Your actual net worth — including super, property, debt — is a guess until you sit down and do the maths manually.
OpenFolio Pro fixes all three.
One dashboard. Every asset. Australian tax built in.
6
asset classes tracked in one net worth total
14+
brokers, banks, exchanges, and registries supported
$0
to start — free plan, no credit card, no time limit
HOW IT WORKS
From signup to full picture in under ten minutes.
01
Connect your accounts
Import a CSV from your broker or connect directly. MooMoo, Stake, Webull, CommSec, Bybit, and 14+ others are supported out of the box.
02
Watch your dashboard populate
Every trade, dividend, and crypto position lands in the right place. Net worth updates live. CGT is calculated automatically on import.
03
Make better decisions
See the after-tax impact of a sale before you execute. Plan around the 12-month CGT discount. Export a clean FY summary for your accountant.
NET WORTH TRACKING
Every account, asset, and liability in one Australian dashboard.
OpenFolio Pro brings ASX and US shares, ETFs, crypto, super, cash, physical assets, credit cards, and loans into one net worth view. No tab switching. No stale spreadsheet.
$200k+sample portfolio tracked across asset classes
CGT & TAX ENGINE
Built around CGT, franking credits, and the financial year.
FIFO, LIFO, and min-gains strategies sit beside dividend income, franking credits, and accountant-friendly exports. The product speaks Australian tax from the start.
50%CGT discount flagged after 12 months
14+ INTEGRATIONS
Bring history in from the platforms Australians actually use.
Import trades and income from brokers, crypto exchanges, banks, and registries. Direct connections start where they matter, with CSV support keeping the rest practical.
14+supported platforms and growing
Loved by investors building clarity
★★★★★
Finally, one place where my super, shares, crypto, and cash make sense together.
★★★★★
The tax view is the bit I needed. I can see what a sell actually means before I do it.
★★★★★
It replaces the spreadsheet I kept avoiding. The dashboard gives me the answer first.
Responses collected from early access cohort · Names withheld on request
Ready to see your real number?
HOW WE COMPARE
OpenFolio Pro vs the alternatives.
| Feature | OpenFolio Pro | Sharesight | 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) | ✅ | ❌ | ❌ |
| Free plan available | ✅ | ❌ (trial only) | ✅ |
| Price | From $0 / mo | From $15 / mo AUD | Free |
Comparison accurate as of May 2026. Sharesight pricing based on publicly listed plans.
Supported platforms
Connect your financial ecosystem.
CSV imports and direct connections across brokers, banks, exchanges, and registries.
FREQUENTLY ASKED
Questions Australian investors ask before signing up.
What brokers does OpenFolio Pro support?↓
OpenFolio Pro 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 Pro 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.
Does OpenFolio Pro 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 Pro 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 Pro cost?↓
OpenFolio Pro has a free plan (up to 50 trades, basic CGT, dividend tracking — 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 Pro a Sharesight alternative?↓
Yes. OpenFolio Pro covers everything Sharesight does — ASX and US portfolio tracking, CGT, dividends — and adds crypto, superannuation, physical assets, and liabilities in one net worth view. Pro plan is $12 AUD/month.
Is my financial data safe with OpenFolio Pro?↓
OpenFolio Pro stores data in Supabase with row-level security. No broker credentials are stored — CSV imports are processed and discarded. The product never connects to read-only bank feeds without explicit consent.
Do I need to give OpenFolio Pro 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.
🔒Row-level security on all data
🚫No broker credentials stored
🇦🇺Built and hosted in Australia
📋No financial advice — your decisions, your data
Early access
Your complete financial picture starts here.
Join early access and bring your portfolio, tax, dividends, super, cash, assets, and debt into one Australian wealth dashboard.
14+ brokers supportedBuilt for Australian taxNo credit card required