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Portfolio Manager

The InvestSMART Portfolio Manager allows you to track all your assets and monitor your net wealth. The types of assets you can monitor include...

 

  • ASX-listed Shares, Warrants and Options
  • Managed Funds
  • Superannuation Funds
  • Cash Accounts
  • Property
  • Any other assets

 For a more indepth overview, please take the time to watch our "how to" video below...

 

We currently support the following Stock Exchanges which will allow you to automatically track your holdings:

Market Code Market Name Update Frequency
AMEX NYSE American End of Day
ASX Australian Stock Exchange 20 minutes
EURONEXT Euronext Amsterdam End of Day
EURONEXT Euronext Lisbon End of Day
EURONEXT Euronext Paris End of Day
NASDAQ NASDAQ Stock Market End of Day
NYSE New York Stock Exchange End of Day
SSE Shanghai Stock Exchange End of Day
TSX Toronto Stock Exchange End of Day
TSXV TSX Venture Exchange End of Day

 

A portfolio is a collection of investments that are owned by individuals and corporations. Some types of investments include shares, property and fixed interest. Our portfolio manager allows you to have multiple portfolios. 

You can click the cog icon next to a holding, choose "move" from the drop-down menu, and then select the portfolio you wish to move it to.

InvestSMART's free Portfolio Manager provides a simple way to monitor your investments in one easy place.

  • Save time and money. Track your shares across the ASX and international stock exchanges, ETFs, LICs, plus over 8,000 managed investments, including superannuation and pension funds. Set up email alerts and share them with your accountant or financial adviser.

  • Monitor your performance with 20-minute delayed pricing and optimise your portfolio with our HealthCheck™ feature.

  • Automatically track your dividends and holdings with free data feeds from the ASX and insights from our team of analysts & wealth advisors.

Keep a healthy portfolio.

  • Investment Goals Choose an appropriate target asset allocation according to the risk and returns you may likely expect over your investment time horizon.

  • Overweight or Underweight HealthCheck™ dynamically values your portfolio and compares it against your target asset allocation to show where you can optimise your investments.

  • Simulate asset allocation changes. Play around with changing your investment mix to see how it improves your portfolio.

Safe and Secure

We keep up-to-date with security best practices to ensure your financial
data is safe and secure.

Thousands trust us

Thousands of Australians trust us to monitor over $20 billion of their assets every day

Strong Encryption

Our website uses bank-level, 256-bit SSL encryption and other state-of-the-art solutions to protect your information.

Your information is safe.

We don't share your financial information with any third parties.