Portfolio analytics for traders who manage multiple accounts
Unified analytics across all your broker accounts. Track portfolio value, allocation, sector exposure, and tax obligations in one place.
Unlimited
Portfolios tracked
Real-time
Position valuations
Multi-broker
Unified analytics
ATO-ready
CGT tax reports
Your portfolio data is scattered across brokers.
Without unified analytics
- Each broker shows only the positions held with them — never a complete picture of your total exposure
- Calculating allocation and sector concentration across accounts requires manual spreadsheet work
- Tax reporting means exporting from each broker separately and reconciling in Excel
- Without a unified view, you cannot see how correlated your positions are across accounts
With Swingfolio
- Import from all your broker accounts and see total portfolio value, allocation, and performance in one view
- Track sector exposure and position concentration across every account to avoid hidden risk
- Generate ATO-compliant CGT reports with automatic 50% discount calculation for long-held positions
- Compare performance across portfolios and time periods to see where your capital works hardest
One dashboard for every portfolio, every broker
Multi-portfolio dashboard
See total value, daily P&L, and allocation breakdown across all your trading and investment accounts.
Allocation tracking
Monitor how your capital is distributed across positions, sectors, and asset classes with real-time updates.
Sector exposure analysis
Identify concentration risk by seeing sector weightings across your entire portfolio — not just one broker.
Australian tax reporting
Generate ATO-ready CGT reports with automatic 50% discount calculation and full cost-base tracking.
Performance comparison
Compare returns across portfolios, time periods, and benchmarks to see which accounts are delivering.
Portfolio risk monitoring
Track total heat (risk exposure) across all open positions so you can manage risk at the portfolio level.
Portfolio analytics FAQ
Related features and resources
See your whole portfolio in one place. Across every broker.
Connect your trading and investment accounts for unified analytics, risk visibility, and ATO-ready tax reports.