Aggregate holdings across CMC Markets, Stake, Swyftx, and Independent Reserve. Get daily prices, drift alerts, and rebalance targets — without a spreadsheet.
No credit card. General information only — not financial advice.
The features you'd otherwise piece together from four spreadsheets and a broker terminal.
Every buy, sell, dividend, and split — converted to AUD with FX context preserved.
Automatic price refresh with multi-year backfill on demand. No API key needed.
Set target % per category. See drift live. Buy-only recommendations to rebalance.
CSV and XLSX from CMC, Stake, Swyftx, IR. Or auto-import CMC email confirmations via IMAP.
Keep super, personal, and family portfolios separate — one login, switch with a click.
Self-hostable. Export anytime. Delete anytime. No ads, no third-party tracking.
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