Comparison guide
OpenFolio is best for Australians who want to start small, keep control of what data they share, and grow into a full portfolio, tax, income and net worth dashboard over time.
Last updated: 26 May 2026
OpenFolio is strongest when you want the whole Australian wealth picture in one place: shares, ETFs, crypto, super, cash, physical assets, debt, dividends, franking credits and CGT records. Sharesight, Navexa and Stock Doctor are still worth comparing if your main need is a mature listed-portfolio tool, automated performance platform or research product.
Australians who want one clean view of investing, tax context, super, cash, assets and debt without being forced to connect every account.
Strengths
Trade-offs
Investors who want a mature portfolio tracker with broad market coverage, broker integrations, dividend tracking and tax reports.
Strengths
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Investors who want automated tracking, performance analytics and Australian tax reporting across multiple asset types.
Strengths
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Investors who want research, stock screening and portfolio tools in one research-led platform.
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Investors who want full control and do not mind manually maintaining formulas, imports and tax records.
Strengths
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A practical guide for choosing between a whole-wealth dashboard, portfolio trackers, research tools and spreadsheets.
| Question | OpenFolio | Sharesight | Navexa | Stock Doctor | Spreadsheet |
|---|---|---|---|---|---|
| Best fit | Whole-wealth tracking for Australian investors | Listed portfolio reporting | Automated performance tracking | Stock research workflow | DIY control |
| Starting workflow | Begin with CSV, manual records or selected connections | Import or broker-led portfolio setup | Broker sync and imports | Portfolio manager setup | Manual entry |
| Data control | You choose what to enter, import or connect | Cloud platform with integrations | Cloud platform with broker sync | Cloud research platform | Local if self-managed |
| Asset coverage | Shares, ETFs, crypto, super, cash, assets and debt | Listed investments focus | Stocks, crypto, cash, unlisted assets and property | Stocks and portfolio research | Anything you build |
| Australian context | CGT, dividends, franking, super and FY views together | Tax reporting and dividends | Australian tax reports and CGT tools | Portfolio/research support | Only if manually built |
| Cost shape | Free to start, Pro at $12 AUD/month or $119 AUD/year | Free tier plus paid plans | Paid plans with free trial | Subscription research product | Time cost instead of SaaS cost |
Why OpenFolio
Many investors do not want to connect every account on day one. OpenFolio lets you begin with manual records or CSV files, then add more modules and connections later.
Where incumbents win
Sharesight and Navexa are more established products. If your priority is maximum mature integrations today, they deserve a serious look.
Where spreadsheets fall short
Spreadsheets are flexible, but portfolio tax, dividends, crypto, cash and net worth become harder to keep consistent as records grow.
Competitor details change. This page is based on public product and pricing pages checked on 26 May 2026; always verify pricing and inclusions before choosing a subscription.
FAQ
The best Australian portfolio tracker depends on the investor. Sharesight is a mature choice for listed portfolio reporting, Navexa is strong for automated performance and tax tracking, Stock Doctor suits research-led investors, and OpenFolio is designed for investors who want a privacy-conscious whole-wealth dashboard that can start with CSV or manual records.
OpenFolio focuses on user-controlled data entry, CSV-first importing, and a wider personal wealth view that includes shares, ETFs, crypto, super, cash, physical assets, debt, dividends and CGT context. Sharesight and Navexa are more established and may have broader mature integrations today.
No. OpenFolio is tracking and record-keeping software. It helps organise user-provided data for portfolio, income and tax review, but it does not provide financial, legal, accounting or tax advice.
Yes. OpenFolio is designed so users can start with manual records or CSV imports. Direct platform connections can be added only where supported and only if the user is comfortable connecting that data source.
Early access
OpenFolio gives Australian investors a controlled way to build the full picture over time: portfolio, tax, income, super, cash, assets and debt.