OpenFolio Team
Getting started with OpenFolio
Set up OpenFolio, add your first investment records and find the main portfolio, tax and reporting areas.
Help center
OpenFolio Support & Guides
Practical tutorials for importing broker CSVs, connecting accounts, tracking crypto and preparing Australian tax records with OpenFolio.
Getting started
Getting started
Set up OpenFolio and see your portfolio in minutes.
Importing data
Importing data
Export CSVs from your broker and import trades.
OpenFolio Support
How to import your broker trades into OpenFolio
Import broker CSV files, review the parsed preview and turn trades into holdings and CGT records.
OpenFolio Support
How to export your MooMoo CSV and import it into OpenFolio
Import MooMoo trade history and position exports for share and ETF tracking in AUD. Follow the export and import steps for OpenFolio.
OpenFolio Support
How to export your Stake CSV and import it into OpenFolio
Import Stake trade CSV exports for US share and ETF portfolio tracking. Follow the export and import steps for OpenFolio.
OpenFolio Support
How to export your Webull CSV and import it into OpenFolio
Import Webull trade records including filled quantities, prices, fees and currencies. Follow the export and import steps for OpenFolio.
OpenFolio Support
How to export your CommSec CSV and import it into OpenFolio
Import CommSec CDIA contract-note style CSV rows for ASX trade tracking. Follow the export and import steps for OpenFolio.
OpenFolio Support
How to export your Generic CSV CSV and import it into OpenFolio
Import a standard trade CSV when your broker is not listed directly. Follow the export and import steps for OpenFolio.
OpenFolio Support
How to export your Bybit CSV and import it into OpenFolio
Import Bybit crypto activity or connect by API where supported for live portfolio updates. Follow the export and import steps for OpenFolio.
OpenFolio Support
How to export your Binance CSV and import it into OpenFolio
Import Binance crypto history for consolidated AUD portfolio and tax records. Follow the export and import steps for OpenFolio.
OpenFolio Support
How to export your Coinstash CSV and import it into OpenFolio
Import Coinstash CSV transactions for Australian crypto portfolio tracking. Follow the export and import steps for OpenFolio.
Connecting accounts
Connecting accounts
Link brokers and exchanges to OpenFolio.
Tax & CGT
Tax & CGT
Capital gains, the 50% discount, dividends and franking.
Crypto
Crypto
Track crypto holdings and swaps with AUD and CGT.
Troubleshooting
Troubleshooting
Fix imports, unmatched sells and common issues.
Early access
Turn portfolio admin into cleaner records.
OpenFolio helps Australian investors organise trades, crypto, dividends, franking credits and CGT records.