Track your portfolio.Automate your tax.
OpenFolio is an online portfolio tracker for Australian investors that automatically calculates your investment performance and tax reports across shares, ETFs, crypto and more.
Import from your broker and OpenFolio does the rest — live performance, dividends with franking credits, and capital gains calculated to ATO rules across stocks, ETFs and other assets. One dashboard, ready for tax time.
SUPPORTED PLATFORMS
Connect your financial ecosystem.
CSV imports and direct connections across brokers, banks, exchanges, and registries.
HOW IT WORKS
From signup to full picture in under ten minutes.
01
Connect your accounts
Import a CSV from your broker or connect directly. MooMoo, Stake, Webull, CommSec, Bybit, and 14+ others are supported out of the box.
02
Watch your dashboard populate
Every trade, dividend, and crypto position lands in the right place. Net worth updates live. CGT is calculated automatically on import.
03
Make better decisions
See the after-tax impact of a sale before you execute. Plan around the 12-month CGT discount. Export a clean FY summary for your accountant. Compare FIFO, LIFO and minimise-gains side by side to see which sells you the least tax.
START SMALL, EXPAND LATER
Choose the analysis that matters now, then grow into the rest.
Start with shares, cash, super, or whatever you care about today. As you get deeper into the market, turn on more modules for tax, dividends, crypto, assets, debt, and portfolio risk.
PLATFORM CONNECTIONS
Connect directly when you are comfortable, or keep control with CSV imports.
OpenFolio supports direct platform connections where available, but you decide what data enters the app. Your dashboard reflects the records you upload or connect, so its accuracy depends on the information you choose to provide.
SECURITY, PRIVACY, AND DATA
Your financial data stays private, separated, and under your control.
OpenFolio uses row-level security, encrypted Supabase infrastructure, and permissioned imports. You choose what to upload, what to connect, and which parts of your financial picture to turn on.
Loved by investors building clarity
Finally, one place where my super, shares, crypto, and cash make sense together.
The tax view is the bit I needed. I can see what a sell actually means before I do it.
It replaces the spreadsheet I kept avoiding. The dashboard gives me the answer first.
Ready to see your real number?
HOW WE COMPARE
OpenFolio vs the alternatives.
| Feature | OpenFolio | Sharesight | Spreadsheet |
|---|---|---|---|
| ASX & US stocks | ✅ | ✅ | Manual |
| Cryptocurrency | ✅ | ❌ | Manual |
| Superannuation | ✅ | ❌ | Manual |
| Physical assets & property | ✅ | ❌ | Manual |
| Debt & liabilities | ✅ | ❌ | Manual |
| CGT engine (FIFO / LIFO / min-gains) | ✅ | ✅ | Manual |
| Franking credits | ✅ | ✅ | Manual |
| Live net worth (all asset classes) | ✅ | ❌ | ❌ |
| Free plan available | ✅ | ❌ (trial only) | ✅ |
| Price | From $0 / mo | From $15 / mo AUD | Free |
Comparison accurate as of May 2026. Sharesight pricing based on publicly listed plans.
New · AI access
Ask your portfolio anything — in Claude or ChatGPT
Connect OpenFolio to Claude, ChatGPT or any MCP-compatible AI and ask about your holdings, dividends, franking credits and capital gains — answered from OpenFolio's ATO-aware engine, not raw broker data. 'What's my CGT position this year?' 'Which parcels should I sell to pay the least tax?'
FREQUENTLY ASKED
Questions Australian investors ask before signing up.
What brokers does OpenFolio support?↓
OpenFolio supports CSV import from MooMoo, Stake, Webull, Bybit, Coinstash, Pepperstone, Computershare, Link Markets, and 14+ other brokers. Trades, dividends, crypto, super, and equity grants all land in one dashboard.
How does OpenFolio calculate Australian CGT?↓
Every trade is indexed against ATO rules from import. Switch between FIFO, LIFO, and minimum-gains strategies instantly. The 50% CGT discount is auto-flagged at exactly 12 months. Export a full FY summary for your accountant.
Can I use OpenFolio with AI tools like Claude or ChatGPT?↓
Yes — create an API key in Settings and connect OpenFolio as an MCP tool. Your AI assistant can then read your holdings, dividends and CGT position (read-only). See our AI guide for setup.
Does OpenFolio track superannuation?↓
Yes. Add multiple super funds, log balance snapshots, and track concessional and non-concessional contributions. UniSuper CSV import is supported.
What asset classes does OpenFolio support?↓
ASX and US stocks, ETFs, options, cryptocurrency, superannuation, physical assets, bank accounts, credit cards, loans, and employee share schemes (RSUs, options, performance rights). Six asset classes tracked in one net worth total.
How much does OpenFolio cost?↓
OpenFolio has a free plan (up to 50 trades, basic CGT, dividend tracking — no time limit) and a Pro plan at $12 AUD per month (unlimited trades, all asset classes, FIFO/LIFO, equity grants, net worth dashboard, accountant export).
Is OpenFolio a Sharesight alternative?↓
Yes. OpenFolio covers everything Sharesight does — ASX and US portfolio tracking, CGT, dividends — and adds crypto, superannuation, physical assets, and liabilities in one net worth view. Pro plan is $12 AUD/month.
Is my financial data safe with OpenFolio?↓
OpenFolio stores data in Supabase with row-level security. No broker credentials are stored — CSV imports are processed and discarded. The product never connects to read-only bank feeds without explicit consent.
Do I need to give OpenFolio access to my broker accounts?↓
No. Most integrations use CSV export from your broker. Optional direct connections (Bybit, Binance, Webull, Tiger Brokers) use API keys scoped to read-only. You control what is connected.
Early access
Your complete financial picture starts here.
Join early access and bring your portfolio, tax, dividends, super, cash, assets, and debt into one Australian wealth dashboard.