Why choose FolioTrack
Built for depth, not just a dashboard
We started FolioTrack because we wanted more than a number going up or down. Every chart, benchmark, and figure is built to show you what's actually happening in your portfolio — not just that it moved.
Your thesis, front and centre
Every position starts with a reason. We give you a place to write that reason down when you buy, so it doesn't get rewritten in hindsight later. It sits right next to the actual research data, so when you check in, you're not just looking at a price — you're checking whether what you believed at the time still holds up.
A habit, not a chore
Check in, add a note, read a quote that keeps you grounded. Built to be part of your week, not a once-a-year login before tax time.
A portfolio isn't one strategy
Maybe you're running something aggressive with leverage in one account, and something steadier and more patient in another. Those shouldn't be judged by the same yardstick. Each portfolio gets its own thesis, its own filters, its own idea of what "good" looks like — instead of forcing everything through one lens because it's all technically "your money."
We do the maths properly, every time
Time-weighted returns, XIRR, Sharpe and Sortino ratios, drawdown, beta against the actual index you're benchmarked to — the same maths a fund manager would use, not a rough "value now minus value then." Get it right once, and every number downstream — your real return, your risk, your income — is something you can actually trust.
Debt is part of the picture
If you're using a margin loan to buy more of what you already believe in, that's a real ongoing cost — interest, repayments, risk. We track it as part of the position, not as a separate line item you have to remember to account for yourself.
Privacy by design
No ads, no data resale. What's in your portfolio is yours — unless you choose to share it with an AI assistant to get help. No broker login, no API keys stored. Every action is logged and can't be edited by anyone, including us. The only way it's cleared is if you delete your account and take your data with it.
Automation with a purpose, not on autopilot
We deliberately don't automate everything. When too much happens quietly in the background, it's easy to lose track of what's actually going on in your own portfolio. We keep you close to the detail.
Australian-first, always
Built for ASX investors, with CSV import support for CommSec and CMC to get you started faster — not a global tool with Australia bolted on. Franking credits are real income here, not something you discover in July. Record what you've received as it comes in, keep a running picture all year, and generate a CGT & Franking Estimate whenever you need one, not just once a year when your accountant tells you.