Simple, honest pricing
Free to get started. Upgrade when you're ready.
Founding member pricing
Pro at $15/month (or $150/year), locked in for as long as you stay subscribed — plus every future Pro feature at no extra cost. For our earliest investors. This offer won't be around once we're established.
Applies to the Pro plan. Does not include future separate plans or tiers.
free to get started
- Demo portfolio included
- 1 real portfolio · Unlimited holdings
- Company research — screen ASX 200, NASDAQ 100 & popular ETFs
- Import from brokers & registries (CommSec, CMC, Computershare, Link/MUFG)
- Manual DRP + SPP tracking
- Transaction history
- Investment journal
- Watchlist (up to 10 tickers)
- Record your thesis — portfolio + holdings
- EOD pricing on trading days
- Australian hosted
Free is not a trial. No credit card required.
AUD / month · or $150/year — founding member price, locked in while subscribed
- Everything in Starter
- Up to 5 portfolios — personal, SMSF, or trust
- Up to 30 watchlist tickers
- Risk & efficiency — see how your returns stack up against the risk you took, and the wider market
- Personal holding insights — XIRR, dividend reconciliation, company fundamentals for every holding
- Currency exposure — AUD vs. foreign currency breakdown
- Concentration risk — see how much of your portfolio sits in your top 5 holdings
- Margin loan tracking — credit limit, interest rate, and net equity on a leveraged portfolio
- MCP access — connect FolioTrack to Claude or other AI assistants
- CSV & PDF export — Trading Summary, CGT & Franking Estimate, and more
- Priority email support
Secured by Stripe. Change or cancel plans anytime.
Compare plans
| Feature | Starter | Pro |
|---|---|---|
| Portfolios | 1 | 5 |
| Watchlist tickers | 10 | 30 |
| ASX holdings | ||
| US holdings | ||
| US dividend alerts | ||
| Company research — screen ASX 200, NASDAQ 100 & popular ETFs | ||
| Broker & registry import (CommSec, CMC, Computershare, Link/MUFG) | ||
| Manual DRP + SPP tracking | ||
| Transaction history | ||
| Investment journal | ||
| Investment thesis notes | ||
| Daily investment quote (auto-rotates every 5 minutes) | ||
| EOD pricing on trading days | ||
| Risk & efficiency analytics (Sharpe, Sortino, Alpha/Beta, TWR) | ||
| Personal holding insights — your annualised return (XIRR), dividend reconciliation vs. company-declared | ||
| Currency exposure breakdown | ||
| Concentration risk | ||
| Margin loan tracking | ||
| MCP access — connect FolioTrack to Claude or other AI assistants | ||
| CSV & PDF export — historical transaction summary | ||
| CGT & Franking Estimate report (FIFO cost basis, 50% discount, grossed-up franking income) | ||
| Priority email support | ||
| Australian hosted |
Why Pro
Pro includes risk-adjusted performance analytics most portfolio trackers don't offer at any price — Sharpe ratio, Sortino ratio, Jensen's alpha, beta, time-weighted returns — plus personal holding insights that combine your own returns with company fundamentals, a CGT & Franking Estimate report for tax time, and MCP access so you can query your portfolio directly through Claude or other AI tools.
Frequently asked questions
Australian hosted
Data stored in Sydney — never shared unless you connect an AI assistant
Secure sign-in
Sign in with Google, Apple, or a magic email link — no passwords to remember or manage
No financial advice — data tracking only
FolioTrack shows your data — it never tells you what to do with it.
Your data is never sold or shared
No ads, no data brokers, no third-party analytics.
No API key storage
CSV import only — we never ask for or store your broker API keys or login credentials
No credit card required · No data selling · Australian hosted