Portfolio Manager

What is the Portfolio Manager tool?

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.