Reconciliation
Close, not exact.
DRPs, franking credits, and FX, each tab checked by hand.
Investment Portfolio Tracker
See what you actually own.
Track all investments in one place.
Cost basis, dividends, and CGT across every broker — in one dashboard. For Australians with more than one account.
Free forever · No credit card required
metrifly.com
Imports from 100+ brokers
CommSec
Stake
SelfWealth
Interactive Brokers
Pearler
SuperheroSound familiar?
Most portfolios start in a spreadsheet.
Sensible for one broker. Across accounts, currencies, and tax years, the sheet becomes the work.
Tax time
Parcels rebuilt every EOFY.
CGT lots exported broker by broker, discount dates intact.
Drift
Gaps surface late.
One missed corporate action or dividend throws off the rest.
How it works
Import, reconcile, track, report.
Most investors are set up in under five minutes. Cancel anytime.
01
Connect your brokers
Link supported brokers and exchanges for automatic sync, or drop in a CSV and forward contract notes by email. 100+ providers globally.
02
We reconcile everything
Metrifly matches trades, corporate actions, DRPs, and FX into a clean parcel-level history, the way the ATO expects.
03
Track returns and income live
Money-weighted, time-weighted, after fees, after FX. Unrealised gains, dividends, franking credits, updated daily.
04
Generate reports on demand
CGT, income summary, MyTax-ready exports. Switch between FIFO, LIFO, or minimise-CGT allocation with one click.
Start your free account
Set up in five minutes · No credit card
Performance, income, tax
Performance, income, and tax — handled.
01 / Performance
The return you actually earned.
Money-weighted, time-weighted, after-fees, after-FX. The figures match your tax return.
02 / Income
Every dividend, automatically.
Detected across global exchanges. DRP, franking credits, and FX applied without configuration.
03 / Tax
CGT reports with lot-level detail.
FIFO, LIFO, or minimise CGT. Individual, company, trust, and SMSF — export when you need it.
Brokers & data
Link your broker, or import your history
Direct connections for supported brokers and exchanges. CSV, email, and file upload for everything else — 100+ providers globally.
CommSecStakeSelfWealthInteractive BrokersPearlerSuperhero
CMC Markets
nabtrade
Saxo
Schwab
eToro
RevolutDirect link
Link supported brokers and exchanges for automatic trade sync. Read-only — Metrifly cannot place or modify trades.
CSV import
Drop in a trade export from any broker. We auto-detect columns and parse 100+ broker formats.
Email forwarding
Forward contract notes to your private Metrifly address. Trades land reconciled and ready.
File upload
PDF contract notes, brokerage statements, dividend confirmations: drop them in, we extract the data.
Don't see your broker? Email us your export and we add new formats weekly.
Why Metrifly
Spreadsheet vs Metrifly
Capability
Spreadsheet
Metrifly
Trade entry
Type every line by hand
Auto-import from CSV or email
Multi-broker
A tab per account; numbers never agree
One portfolio across all brokers
FX-adjusted returns
Easy to miss; usually wrong
FX gain tracked separately from market gain
Dividends & DRPs
You catch them, you reconcile them
Detected automatically with franking and FX
CGT reporting
Year-end panic; lots and parcels by hand
On-demand, lot-based, ATO-ready
Entity types
One sheet per Individual / SMSF / Trust
Native SMSF, Trust, Company support
Made for Australia
Built for Australian investors
AUD-native, ATO-aware, and entity-aware: CGT with the 50% discount, franking credits, SMSF and trust support, and myTax-ready reports, all in Australian dollars.
- 50% CGT discount applied automatically for assets held over 12 months
- Franking credits grossed up, with the franked / unfranked split
- Entity-aware for Individual, Company, Trust and SMSF
- ATO myTax field mapping with XLSX & PDF export
Pricing
Start free. Pay only when your portfolio outgrows the basics.
No lock-in, cancel anytime. Annual saves 20% across every tier.
MonthlyAnnualSave 20%
Free
One portfolio, up to 10 holdings
Free
- 1 portfolio, up to 10 holdings
- CSV & AI import (up to 10 holdings)
- Basic allocation view
Starter
Unlimited holdings and tax reports
$15$12/mo
$144 billed annually
Australian tax reports included
- 1 portfolio, unlimited holdings
- CSV import & tax reports
- Dividends, DRPs & multi-currency
MOST POPULAR
Standard
Three portfolios, SMSF, and trust entities
$25$20/mo
$240 billed annually
Australian tax reports included
- Up to 3 portfolios
- Benchmarking & diversification
- Company, Trust & SMSF entities
Pro
Ten portfolios for multiple entities
$40$32/mo
$384 billed annually
Australian tax reports included
- Up to 10 portfolios
- Everything in Standard
CommSec, Stake, SelfWealth, Pearler, Superhero, CMC and 100+ more. Link supported brokers and exchanges directly, or import via CSV trade export or email forwarding.
A spreadsheet stores trades. Metrifly reconciles corporate actions, DRPs, franking credits, FX, and parcel-level CGT — and keeps them current as markets move.
Yes. Most trackers export to CSV; ours imports that same format. We'll preserve cost basis, parcel dates, and dividend history so your CGT reporting stays continuous.
Lot-based, with your choice of allocation strategy (FIFO, LIFO, minimise gain, maximise gain, minimise CGT). Australian CGT discount applied automatically for assets held >12 months. Entity-aware for Individual, Company, Trust and SMSF.
Yes. All data is encrypted at rest and in transit. Direct broker connections are read-only, and we only store encrypted API keys where your broker requires them. You can also import via CSV or email without linking an account. Your data stays yours and can be exported or deleted at any time.
Yes. We track FX gain separately from market gain so you can see what your portfolio actually did versus what the dollar did.
On Starter and above, you can invite read-only access to your portfolio. Tax and income reports export as XLSX or PDF.
Yes. The Free plan is free forever: 1 portfolio, up to 10 holdings, and full tracking features. No credit card required to start. Upgrade when you need more portfolios, advanced reporting, or tax exports.
Start with a free account.
Free for one portfolio. Upgrade when you need more holdings or tax exports.
Free forever · Upgrade any time