Australian brokers and registries
Supported brokers
and share registries
Import your trade history straight from these sources — no account connection, just a file you export yourself.
Read-only file uploads — no broker login requiredTrade data sources
CommSec
Import trade confirmations as CSV or PDF, including brokerage and settlement details.
CMC Markets
Import trades and multi-currency transaction history as CSV.
Sharesight
Import trade history and fee records exported from your Sharesight account.
Custom format
Any platform that exports CSV or XLSX — match our downloadable column template.
Share registries
Computershare
Import dividend payments, DRP participation and franking credit records.
Link Market Services (MUFG)
Import payment history, DRP records and franking credits from Link/MUFG.
Franking credits are recorded per payment and organised by financial year for your own review. Pro plans can generate a CGT & Franking Estimate report, with capital gains and grossed-up franking income calculated for you — always with a clear estimate declaration, and always worth checking with your accountant before you rely on it.
Don't see your source? Most platforms export a standard CSV that works with our template — click any card above for its guide, or get in touch for a custom format.
How it works
01
Export your file
From your broker or registry’s own site.
02
Drag and drop
We support CSV, PDF and XLSX formats.
03
Review and import
No PII saved — HIN, name or address.
Security and privacy
Built with security first
Read-only
Never asks for broker passwords.
No personal identifiers
HIN, name and address never saved.
Hosted in Australia
Data stays on Australian infrastructure.
Never sold
Belongs strictly to you.