Shares
A share portfolio built for tax time.
Import broker trades, track dividends and holding periods, and prepare capital gains reports, with your portfolio connected to the rest of the household.
Broker import
Import trades from virtually any broker.
Upload your broker's CSV or Excel trade export. AI-assisted import adapts to the file's format, maps the columns, validates every row, and previews the trades before anything is applied.
- AI-assisted mapping for unfamiliar broker export formats
- A validation summary before anything is imported
- Preview each transaction, then apply — or roll the whole import back
Reports
Reports that are ready when your accountant asks.
Performance, capital gains, unrealised gains and historical cost reports are built from your actual trade history — holding periods, discount eligibility and closed positions included.
- Capital gains with long and short-term treatment
- Dividend income with closed-position history
- Filter by entity, date range and currency
Holdings
Every holding, with its full story attached.
Open any holding to see its trades, dividends and corporate actions in one place. Splits are detected and applied automatically, and you can review or correct them at any time.
- Trades and dividends per holding, with an audit trail
- Corporate actions such as splits, applied and reviewable
- Automatic price refresh from market data sources
Connected
A good year on the market should count everywhere.
Shares are one part of the household record. Portfolio value flows straight into net worth, history and projections, with nothing re-entered and nothing drifting out of sync.
- Portfolio value feeds net worth and check-in history
- Ownership by person, trust or SMSF entity
- One reporting currency across every module
Common questions
Which exchanges are supported?
18 exchanges including the ASX, NYSE, NASDAQ, LSE, TSX, NZX, SGX, HKEX, JSE and Euronext Dublin. See the coverage page for the full list.
How do I get my trades in?
Import a CSV or Excel trade export from virtually any broker, or add trades manually. AI-assisted mapping adapts to unfamiliar formats, and every import is validated, previewed and reversible.
Does it handle dividends and splits?
Yes. Dividends are tracked per holding, including for closed positions, and share splits are detected and applied automatically with a review trail so you can correct anything.
Can it prepare my capital gains for tax?
The shares module includes capital gains, unrealised gains and historical cost reports built from your trade history, with holding periods and jurisdiction-aware tax estimates for supported countries.
Bring your portfolio into the full picture.
Coming soon: import your broker history and see your shares alongside property, cash, debt and retirement.