Sharefolio is an investment portfolio tracker that automatically fetches price & FX data, calculates FIFO returns, and gives you full insight across multiple exchanges and currencies.
Open Portfolio →No spreadsheets. No manual conversions. Just clear numbers.
Track securities on ASX, NYSE/NASDAQ, TSX, TWSE and OTC Taiwan — all in one place.
Historical FX rates are fetched automatically. Switch between base and asset currencies at any time.
Accurate lot-by-lot FIFO accounting for realised and unrealised P&L. Handles splits and DRP trades.
Monthly, quarterly and annual performance charts. Allocation pie. Full holding-level drill-down.
Sharefolio reads your trade and income records and does all the heavy lifting — price fetching, FX conversion, FIFO accounting and return calculation — automatically.
Enter each buy, sell or adjustment on the Trades page. Upload a CSV if you have existing records.
Log dividends, distributions and tax credits. DRP? Add the reinvestment trade in the same form.
Prices and FX rates are fetched automatically. Your full performance history is ready instantly.
"Sharefolio Analyser ASX won the Best Undergraduate Junior Project Award 2023"