Australian portfolio tracker
OpenFolio brings ASX shares, US stocks, ETFs, crypto, super, cash, physical assets, dividends and CGT records into one clear dashboard.
6+
asset classes tracked across one net worth view
CSV
private import-first workflow for brokers and banks
AUD
portfolio values normalised for Australian investors
Complete picture
Australian investors often split their wealth across brokers, super funds, crypto exchanges, banks and manual spreadsheets. OpenFolio lets you choose what to track first, then expand as your portfolio becomes more complex.
Local tax context
Trades, parcels, dividends and franking credits sit beside your holdings, so portfolio views can support financial-year review instead of becoming another end-of-year cleanup job.
Control
OpenFolio can work from CSV uploads, manual records and supported connections. Your dashboard is only as complete as the information you choose to enter, import or connect.
Questions
An Australian portfolio tracker records investments, income, balances and tax details in a way that matches local investor needs. OpenFolio tracks ASX and US shares, ETFs, crypto, super, cash, physical assets, dividends, franking credits and CGT records in one dashboard.
Yes. OpenFolio is CSV and manual-entry friendly. You can import broker files, enter holdings manually, or connect supported platforms only when you are comfortable sharing that data.
No. OpenFolio organises records and produces estimated portfolio and tax views from the data you provide. It is not a financial adviser, accountant or tax agent, so important decisions should still be checked against source records and professional advice.
OpenFolio keeps trades, dividends, cash, super, crypto and assets connected to the same dashboard. That means portfolio totals, CGT estimates and income views update from records instead of being rebuilt manually across multiple tabs.
Early access
Join early access and bring your portfolio, tax, dividends, super, cash, assets, and debt into one Australian wealth dashboard.