Features
Everything a serious Australian investor needs.
A full wealth operating system for portfolio tracking, Australian tax, dividends, super, cash, assets, and debt.
Investments
Portfolio intelligence without the spreadsheet.
Track ASX and US shares, ETFs, crypto, employee equity, and registry lots with cost basis and market value in AUD.
Tax and income
Australian tax, dividends, and franking credits built in.
See CGT strategy outcomes, dividend income by month, franking credits, and accountant-ready FY exports from the same records.
Net worth
The whole picture, not just your brokerage balance.
Roll super, cash, property, commodities, credit cards, loans, and investments into one net worth number.
Questions
Feature questions, answered plainly.
What can I track in OpenFolio?
OpenFolio can track ASX and US shares, ETFs, options, crypto, superannuation, cash accounts, physical assets, debt, dividends and employee equity records. You choose which modules to use.
Is OpenFolio only for advanced investors?
No. OpenFolio is designed to start simple. New users can begin with one area, such as shares or cash, then turn on tax, dividends, crypto, super or debt features as they become useful.
Does OpenFolio support CSV imports?
Yes. CSV imports are the main workflow for many brokers, banks and platforms. Direct connections are optional where supported, but CSV and manual entry are available for users who want more control.
Does OpenFolio provide financial advice?
No. OpenFolio is tracking and record-keeping software. It organises user-provided records and estimates, but it does not provide financial, tax, legal or accounting advice.
Early access
Ready to see your complete picture?
Join early access and bring your portfolio, tax, dividends, super, cash, assets, and debt into one Australian wealth dashboard.