Not financial advice
FolioX Tracker is a personal record-keeping and analytics tool. The information it displays — including holdings, valuations, allocation drift, rebalance suggestions, gain/loss figures, and CAGR — is for general informational purposes only. It is not financial advice, investment advice, tax advice, or a recommendation to buy, sell, or hold any security, cryptocurrency, or other asset.
Nothing in this service constitutes a financial product or service regulated under the Corporations Act 2001 (Cth) or any equivalent legislation. We are not licensed to provide personal financial advice and we do not consider your objectives, financial situation, or needs.
Before making any investment decision, you should obtain independent professional advice from a licensed financial adviser, and where relevant, consider the product disclosure statement of any financial product.
Data accuracy
Market prices are sourced from third-party providers (currently Yahoo Finance) and may be delayed, incomplete, or inaccurate. Imports from broker statements (CMC Markets, Stake, Swyftx, Independent Reserve) rely on file formats we do not control and may misclassify or miss transactions. You are responsible for verifying every figure shown against your broker, exchange, and tax records.
Calculations such as average cost, profit/loss, and category drift are derived from your inputs. Bugs, edge cases, currency conversions, and corporate actions (splits, dividends, mergers) may produce incorrect results.
No warranty
The service is provided "as is" without warranty of any kind, express or implied, including warranties of merchantability, fitness for a particular purpose, and non-infringement. To the maximum extent permitted by law, we disclaim liability for any loss or damage — direct, indirect, consequential, or otherwise — arising from your use of the service or reliance on its data.
Currency
Values are displayed in Australian Dollars (AUD). Foreign-currency holdings are converted using exchange rates from third-party providers and may differ from rates used by your broker, exchange, or tax authority.