The Best Portfolio Tracker in Australia for 2026

If you're an Australian trader, you might be looking for one place to see your holdings, performance, and dividends. Maybe you're still using a spreadsheet, or perhaps you're juggling multiple platforms to keep track of various assets.

Here's the thing: If you hold both stocks and crypto, finding a portfolio tracker that handles your entire portfolio (and your tax obligations in Australia) can be difficult.

In this guide we're reviewing the portfolio trackers that Australians actually use and comparing their features, so you can find the solution that's best for you.

Overview: Best portfolio tracker in Australia

1. Summ
2. Sharesight
3. Navexa

Best overall: Summ

Portfolio tracker software comparison: Best of 2026

1. Summ

It doesn't matter whether you trade crypto, stocks, or both, Summ is the portfolio tracker that holds everything in one place.

Originally created as a crypto tax platform in Sydney, Australia, Summ now covers stocks and ETFs across the US and Australian markets. It provides you with a consolidated view of your portfolio, covering capital gains, dividends and foreign income across all your accounts.

If you've been using one portfolio tracker for your shares and a separate crypto tax platform, this is great news for you. You can say goodbye to two subscriptions, two exports, and two sets of numbers to reconcile at tax time. Instead, Summ brings your shares and crypto together in one ATO-ready tax report, helping you offset eligible losses across both.

Even if you only hold stocks, Summ can give you a clearer view of your tax position vs just using your broker alone. See unrealised gains, broker fees, and your tax liability all in one dashboard, while Summ's built-in tax tools help identify potential opportunities for reducing your tax bill.

Key features:

• Track all your assets in one place. View your crypto and shares in one dashboard, with allocation, unrealised gains and broker fees visible.
• Advanced crypto tax platform. Offering an extensive amount of integrations, Summ is built for more complex crypto transactions including DeFi, NFTs, and large volume trades.
• Extensive security. Multiple layers of security, including SOC 2 certification, zero-trust architecture, 24/7 threat detection, SSL encryption, advanced endpoint protection, MFA security that users can opt-in to, read-only API access, and ISO27001 certification.
• Dedicated customer support. 24/7 support, including email and live chat support with a real person available for all customers.
• Smart auto-categorisation. Summ automatically maps and categorises your transactions. This significantly reduces manual effort so you can reach your reports faster.
• Generates one ATO-ready tax report covering both stocks and crypto.
• Tracks your dividend income. Dividend payments are added to your portfolio, so you don't have to enter them manually. Summ records dividends paid on your holdings. You then choose how each one is treated – reinvested under a DRP or taken as cash – so your cost base and income are correct.
• DRP (Dividend Reinvestment Plan) and DSSP (Dividend Substitution Share Plan) handling per asset, to track whether dividends are reinvested into shares or paid out as cash.
• Franking credit optimiser. Automatically adds your dividends and their associated tax credits (franked dividends and franking credits) to your ATO tax report.
• Automatically tracks foreign investment income and foreign tax paid.
• 50% CGT Discount. Most portfolio trackers use FIFO (First In, First Out) as their inventory method, while Summ uses HIFO (Highest In, First Out) by default, to reduce your immediate capital gains.
• Auto-generates corporate actions. Includes dividends, distributions, symbol/ticker changes, listed-currency changes, mergers, demergers, splits, special dividends, and capital returns.
• AMIT (Attribution Managed Investment Trust) cost-base adjustments. Automatically track ETF cost base changes, making sure your capital gains are accurate and helping you save money.
• Direct support for 21 brokers: Bell Direct, Betashares, Charles Schwab, CMC Invest, CommSec, CommSec International, IG Markets, Interactive Brokers (IBKR), Moomoo, NAB Trade, Pearler, Raiz, Selfwealth, Sharesies, Stake, Superhero, Tiger Trade, Trading 212, Vanguard Personal Investor, Webull, and Westpac Share Trading. All other brokers can be supported through CSV upload.

Pros

• Stay on top of multiple asset classes at once. Track your entire portfolio across both shares and crypto (including AU and US listed shares), with Summ's automated reconciliation feature, and over 3,500 exchanges, wallets, and blockchains.
• Pay for one plan, track your crypto and stocks in one place, and get ATO-ready tax reports covering all assets
• Modern and easy-to-navigate interface. So you can save time trying to figure out how to get things done.
• 7-day refund offered, upon approval.
• Low price. Its starter 'Rookie' plan is one of the cheapest ones out there.
• Dedicated customer support. 24/7 support, including email and live chat support with a real person available for all customers.
• Portfolio tracking mobile app. Get the whole picture of your portfolio in your pocket available for both iOS and Android.
• Unlimited report downloads each year. Under the one plan subscription price you can download unlimited reports each year, perfect for users who make adjustments or are filing for multiple years at once.
• Tax loss harvesting tool. By identifying assets to sell at a loss, you can reduce your overall tax bill available on the Investor, and Trader plans.
• Support for 500,000+ transactions. Perfect for high-volume traders.

Cons

• Full portfolio tracker is only available in Australia and the US. This limitation applies to stocks only, crypto portfolio tracking is supported worldwide.
• No auto-sync option for stocks, can only import via CSV
• Transferring from one broker to another can result in a missing cost base
• Corporate actions that occurred prior to 2018 are not included
• The tax minimisation algorithm is only available on Investor and Trader plans

Is there a free version?

Yes, Summ is free to use instantly when you sign up, allowing you to gain a full picture of your stock and crypto portfolio all in one, with support for up to 500,000 transactions.

Tracking crypto and stocks in your portfolio is free (with unlimited crypto integrations, DeFi and NFT support), but to generate tax reports, the tax loss harvesting tool and priority support, you will need to upgrade to the appropriate paid plan.

Pricing

Summ's plans are priced per year and cover crypto and stocks under the one subscription. See the current plans and prices.

2. Sharesight

Founded in 2006, Sharesight is a comprehensive portfolio tracker that focuses on investment performance, dividend tracking, and tax reporting for stocks.

Their portfolio tracker excels for its automated tracking, with integrations across 200 software, brokers, and partners, and its global market support, covering over 60 markets and over 700,000 shares, crypto, and ETFs globally. It also focuses on calculating true performance by tracking the total return (capital gains plus dividends reinvested), rather than price changes.

If you're an investor who only holds traditional assets and are looking for in-depth portfolio tracking without reconciliation across multiple asset classes, Sharesight may be an appropriate option for you.

Key features:

• Extensive portfolio tracking. Track your entire portfolio in one place, including stocks, ETFs, mutual and managed funds, property, and crypto.
• Security-focused. SOC-2 certified and GDPR compliant, with the option to add two-factor authentication for additional security.
• Extensive broker integrations. The platform automatically imports trades for over 200 global brokers.
• Extensive stock exchange support. Supports over 60 stock exchanges and managed funds worldwide.
• SMSF tracking. Tracks all your SMSF asset types, and calculates tax implications across both your personal and SMSF portfolios.
• Franking credit optimiser. Automatically detects franking credits on dividends with built in refund tracking.
• Auto-generates corporate actions. Includes dividends, distributions, symbol/ticker changes (Australia and New Zealand only), splits, bonus shares, special dividends, and capital returns (Australia and New Zealand only).
• Offers a number of reports in the Tax Pack that cater to ATO rules, including CGT report (CGT discount, FIFO/LIFO), taxable income report (covers dividends, distributions, franking credits, foreign income), and an all-trades report (covers ASX shares, ETFs, dividends, foreign investments)
• AMIT (Attribution Managed Investment Trust) cost-base adjustments.
• Automatically detects dividend income, with DRP and DSSP handling per asset.

Pros

• Great for international traders. Offers Multi-Currency Valuation Reports for investing across multiple countries and currencies, and support for a wide range of international stock exchanges.
• Provides localised tax reports covering traditional assets like stocks, ETFs, and mutual funds for Australia, New Zealand, United States, Canada, and the United Kingdom.
• Integrates with tax accounting software Xero and tax management software TaxTank.
• Extensive portfolio tracker for stocks. Also offers a wide range of stock reports covering performance, taxable income, future income, (access to different reports varies on the plan chosen).
• Sharesight's annualised performance calculation methodology provides an in-depth view into your investment performance, covering capital gains, dividends and distributions, currency fluctuations, brokerage costs, and time.
• Portfolio tracking mobile app. Free to use to track your portfolio, but you can't make any changes from the app.

Cons

• Not built to process complex crypto-specific tax events such as airdrops, staking rewards, or trades
• Limited crypto integrations, so most crypto transactions must be added manually
• Doesn't provide crypto tax reports
• Doesn't offer a tax loss harvesting tool
• Doesn't handle mergers or demergers automatically
• Only offers priority support for the Premium plan
• Doesn't offer any refunds or money-back guarantees
• Higher annual price when compared with other portfolio trackers

Is there a free version?

Yes, Sharesight offers a free version that tracks one portfolio per account, up to ten holdings, and provides access to one custom group to organise your investments into categories. If you want to add more portfolios, holdings, or custom groups you'll need to upgrade to a paid plan.

3. Navexa

Founded in 2017, Navexa is an Australian-built portfolio tracker built to provide one place to accurately track all your investments. With detailed performance analytics, CGT calculations, and dividend and franking-credit reporting, you'll be able to understand how your portfolio is actually performing.

If you trade primarily in stocks and dabble a little in crypto, it's a great choice for in-depth portfolio performance analysis and tax reporting. If you're looking to reduce manual work or are an extensive crypto trader, keep in mind that it has less automation and advanced-crypto features compared to other alternatives.

Key features:

• Extensive portfolio tracking. Track your entire portfolio in one place, including stocks, ETFs, cash, managed funds, and crypto.
• Security-focused. SOC-2 certified, read-only API access, and the option to add two-factor authentication for additional security.
• Integrates with a range of Australian brokers. The platform automatically imports trades for 16 brokers.
• Supports 100 crypto exchanges via API sync.
• Extensive stock exchange support. Supports over 50 stock exchanges worldwide.
• SMSF tracking.
• AMIT (Attribution Managed Investment Trust) cost-base adjustments.
• Automatically detects dividend income, once your trades and holding history are recorded correctly, with DRP handling per asset.
• Franking credit optimiser. For Australian dividends only.

Pros

• Offers a 14-day free trial. Provides access to Premium features, although you aren't able to generate or download tax reports for your own portfolio data during the trial.
• Offers a 6‑month money‑back guarantee on standard subscriptions, no questions asked.
• Australian-focused tax reporting that supports ATO requirements.
• Five CGT methods available so you can optimise your CGT bill.
• In-depth performance analysis. With annualised performance, capital gains, income, and currency gains broken down by asset class and time period.
• Portfolio tracking mobile app. Free to use, giving you the same access to Navexa as you have on the website.

Cons

• Not designed to support or interpret complex DeFi/on-chain transactions.
• Doesn't automatically record wallet-to-wallet crypto transfers, they need to be added manually.
• Doesn't support as many crypto exchanges as other crypto tax platforms
• Doesn't offer a tax loss harvesting tool.
• Doesn't automatically generate corporate actions. You have to add them in manually when they occur.
• Doesn't offer smart auto-categorisation. Categories are created and assigned manually using Custom Groups.
• No tax minimisation algorithm as it's primarily a portfolio tracking and reporting tool.
• Only offers dedicated customer support for the Premium plan.

Is there a free version?

Yes, Navexa offers a free 14-day trial that gives you access to Premium features. Tax reports for your own portfolio aren't available during the trial, but you can test the reports feature out with the demo portfolio.

The one tool for both shares and crypto

If you own both stocks and crypto, chances are you have two subscriptions: one platform to track your stocks portfolio, and one to track your crypto. That can get complicated fast.

Both Summ and Navexa combine stocks and crypto tracking and tax coverage, but Summ goes the extra mile on the tax side, especially for investors who have more complex crypto activity.

Summ supports complex crypto activity alongside shares and ETFs, with automated categorisation, tax optimisation, tax-loss harvesting, and ATO-ready reporting across your entire portfolio.

The rules around paying tax on crypto in Australia can get murky, especially when you're dealing with complex crypto activity like airdrops, staking, or liquidity pools. But Summ handles it with ease, managing both stocks and crypto in one platform, rather than treating crypto as an afterthought.

What Australian investors need to know when choosing a portfolio tracker

When trying to figure out which portfolio tracker to pick, there's a few things to keep in mind. If you're looking for a crypto-specific tracker and tax platform, Koinly and CoinTracking are two alternatives to Summ. But if you want a portfolio tracker that covers both stocks and crypto, there are a few additional features to look for.

As an Australian investor, you'll want a portfolio tracker that covers the following:

• ATO compliance for both asset classes. The platform should cover CGT in Australia, account for the 12-month discount (the rules around the CGT discount are changing in 2027, but it's important to know for the past financial year), and cover income rules for both shares and crypto.
• Australian financial year reporting. Make sure the platform reports according to Australia's 1 July – 30 June financial year, so your portfolio tracking and tax records align with the ATO reporting period.
• Franking credits and dividends that are captured correctly in an ATO-ready report for share income.
• AMIT cost-base adjustments for ETFs, so changes to your cost base are accurately tracked and your capital gains are calculated correctly.
• Market coverage. Check that the tracker covers the markets you invest in, particularly if you hold shares outside Australia and the US. Summ currently tracks both shares and crypto for the Australian and US markets.
• Local broker imports. Check that the platform covers most of the major Australian brokers, or at least the ones that you use.

Do you hold both crypto and shares? If the answer is yes, choosing a share-only tracker means you'll need a second subscription to manage your crypto. That's where Summ comes in.

Manage your shares and crypto in one place with Summ

If you hold both crypto and shares, Summ brings your entire portfolio together in one place. This is particularly beneficial if you're a crypto trader who has complex crypto activity and is looking to optimise your tax savings across both crypto and stocks.

Built for Australian investors (by Australians), Summ provides ATO-ready reporting across your entire portfolio, covering complex crypto activity alongside shares and ETFs. Automated crypto categorisation, tax optimisation and tax-loss harvesting features help you identify tax-saving opportunities to make tax reporting just that much easier.

Summ also supports imports for 21 brokers: Bell Direct, Betashares, Charles Schwab, CMC Invest, CommSec, CommSec International, IG Markets, Interactive Brokers (IBKR), Moomoo, NAB Trade, Pearler, Raiz, Selfwealth, Sharesies, Stake, Superhero, Tiger Trade, Trading 212, Vanguard Personal Investor, Webull, and Westpac Share Trading. All other brokers can be supported through CSV upload.

FAQs

What is the best free portfolio tracker?

The best free portfolio tracker lets you see your entire portfolio in one dashboard, while providing an overview of your performance.

With Summ's free plan you can import both your crypto and stock accounts, track your portfolio and use the categorisation tools at no cost. You only have to pay if you want to download reports or use advanced features like tax loss harvesting.

Can Sharesight (or Navexa) do my crypto tax?

Sharesight currently supports tracking cryptocurrency transactions, but it does not provide dedicated DeFi tracking for more complex activities such as liquidity pools. The platform's Tax Pack and standard tax reports are also designed primarily for traditional investments, rather than crypto.

Navexa can do crypto tax, but it is not designed to support or interpret complex DeFi/on-chain transactions, and is limited in automation with certain crypto actions like wallet-to-wallet transfers.

Do I need separate software for shares and crypto in Australia?

No. Sharesight, Navexa, and Summ all offer portfolio tracking for both shares and crypto. If you're looking for software that covers more complex Australian crypto tax features and offers tax optimisation, Summ may be the best choice for you.

Does Summ produce ATO-ready CGT reports for shares and crypto?

Yes. If you're looking to calculate capital gains on both crypto and shares in Australia, Summ produces ATO-ready CGT reports covering both assets. It applies the 50% CGT discount where eligible and uses HIFO as its default inventory method.

Are franking credits included in Summ's plan?

Yes, Summ has a franking credit optimiser that automatically adds franking credit for fully franked dividends to your ATO tax report.

Is Summ safe?

Summ is very safe, and takes security seriously. It has multiple layers of protection, including SOC 2 certification, zero-trust architecture, 24/7 threat detection, SSL encryption, advanced endpoint protection, MFA security that users can opt-in to, read-only API access, and ISO27001 certification.