
Adding & Importing Investment Data
Bring in data via manual entry, broker files, spreadsheets and direct integrations.
54 articles

Portfolio Management
Manage holdings and portfolios day‑to‑day.
33 articles

Reporting & Analysis
Run and customise reports to understand performance.
8 articles

Tracking Different Asset Types
Guides for shares and crypto — dividends, dividend reinvestment (DRP) and staking.
19 articles

Tax & ATO Reporting
Configure CGT and income settings and generate ATO-aligned reports. General information only.
23 articles

Mobile App (Android & iOS)
3 articles




