Australia's best Portfolio ManagerA simple way to monitor your investments in one easy place
Stay in control
Record all of your investments in one location
Track your performance
Automatic updates across all of your shares, funds, dividends and more
Optimise your portfolio
Improve your returns and reduce portfolio risk with HealthCheck™
Add as many portfolios or assets as you want - no restrictions
A holistic solution to improving your portfolio
Save time and money. Track all ASX shares, ETFs and LICs plus over 8,000 managed investments including superannuation and pension funds. Set up email alerts and share with your accountant or financial adviser.
Monitor your performance with 20-minute delayed pricing and optimise your portfolio assets through HealthCheck™.
Automatically track all your dividends, dividend reinvestment plans and company announcements.
Our free HealthCheck™ can help you improve returns & lower risk
Choose an appropriate target asset allocation in line with 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 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 track over $30 billion of their assets every day
Our website uses strong 256-bit SSL encryption and other state-of-the-art solutions to protect your information
Your information is safe
We won’t sell your financial informaton to any third parties
Meet the InvestSMART app, investing made easy
The InvestSMART app works in conjunction with your portfolio manager to keep you up to date with your investments on the go. Never miss a trick. Select the Research tab to see what our market-beating analysts are currently covering.
Read their latest research & let them show you the unloved and undervalued companies within the ASX 300.