Portfolio analytics for active investors
Track multiple portfolios, monitor allocation and sector exposure, compare performance across accounts, and generate ATO-ready tax reports — all without connecting your broker.
Unlimited
Portfolios supported
ATO-ready
CGT tax reports
Real-time
Price and value updates
$25/mo
Every feature included
Your investments are scattered. Your analytics should not be.
What active investors deal with
- Investment data scattered across multiple broker platforms with no unified view of total portfolio performance
- Allocation and sector exposure tracked manually in spreadsheets that fall out of date immediately
- Tax time means hours of consolidating trade data from different accounts to calculate capital gains
- Comparing performance across different accounts and strategies requires custom spreadsheet work
How Swingfolio helps
- See all your portfolios in one dashboard — total value, P&L, allocation, and performance across every account
- Monitor sector exposure and position concentration automatically, updated with daily price data
- Generate ATO-ready tax reports with automatic 50% CGT discount — consolidating all accounts in one report
- Compare performance across portfolios and strategies to see which approaches deliver the best returns
Analytics built for investors who manage multiple accounts
Multi-portfolio dashboard
Create separate portfolios for each account. View individual or aggregate performance, value, and allocation.
Allocation and sector tracking
See your portfolio breakdown by position, sector, and market. Monitor concentration and exposure in real time.
ATO-ready tax reports
Generate capital gains reports by financial year with automatic 50% CGT discount for long-term holdings.
Performance comparison
Compare returns, P&L, and growth across different portfolios to see which accounts and strategies perform best.
Real-time price updates
Portfolio values and unrealized P&L update daily with prices from ASX, NYSE, and NASDAQ.
Any broker, no login required
Import via CSV, AI extraction, or email forwarding. Swingfolio never connects to your broker account.
Swingfolio for investors FAQ
Explore Swingfolio features
See your full portfolio picture. In one place.
Track all your investment accounts, monitor allocation, compare performance, and generate tax reports. Free for 30 days.