ASX portfolio tracker

Track ASX shares and ETFs without rebuilding a spreadsheet.

OpenFolio helps Australian investors track ASX trades, holdings, dividends, franking credits and CGT records beside the rest of their portfolio.

Start tracking freeSee pricing

ASX

listed shares and ETFs tracked in one portfolio

FY

financial-year views for tax and income records

CSV

broker import workflow with manual fallback

Holdings

See what you own and where the value sits.

OpenFolio turns ASX trade records into holdings, market values, cost bases and concentration views, so your portfolio does not disappear into broker statements.

Current value
Units and cost base
Top concentration
Unrealised return

Income

Keep dividends and franking credits close to the shares.

Dividend records are most useful when they sit beside the holdings that produced them. OpenFolio keeps income, franking credits and financial-year context visible.

Dividend history
Franking records
Monthly income view
Financial-year summaries

Tax records

Track parcels so CGT does not become a year-end surprise.

ASX trades can feed CGT estimates using parcel matching strategies. OpenFolio helps you review estimated outcomes before you rely on your accountant or source records.

FIFO strategy
LIFO strategy
Min-gains view
50% discount awareness

Questions

Clear answers before you sign up.

How do I track ASX shares in OpenFolio?

You can import broker CSV files or enter ASX trades manually. OpenFolio uses those records to build holdings, cost base, market value, realised gains, unrealised gains and dividend records where data is available.

Can OpenFolio track ASX ETFs?

Yes. ASX ETFs can be tracked beside ordinary shares. ETF trades contribute to holdings, cost base and CGT views, while dividend and distribution records can be added for income and franking tracking.

Does OpenFolio support franking credits?

Yes. Dividend records can include franked amounts and franking credits so investors can keep income and tax records together for financial-year review.

Can I compare ASX holdings with US holdings?

Yes. OpenFolio tracks ASX and US-listed holdings in one portfolio, with values shown in AUD so investors can compare exposure across markets more easily.

Related pages

Australian portfolio trackerCGT calculator AustraliaDividend tracker AustraliaFeatures

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.

No spam. We will only email you about OpenFolio access.