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Shares

Public equities, dividend yields & market portfolios

From a single stock to a full portfolio — track performance, income, and risk in one disciplined system.

Tools & Calculators

6 tools

Portfolio Holdings Tracker
Holdings
UnitsCost baseMarket valueGain / Loss
Quick guideRecord every parcel with purchase date, price, and units. The tool calculates unrealised gain/loss and flags positions held over 12 months (eligible for the 50% CGT discount).
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Dividend Income Planner
Income
Yield %Franking creditsPayment calendarAnnual income
Quick guideMap dividend payments across the year. Enter the franking percentage to see the gross dividend including imputation credits — particularly valuable for investors in lower tax brackets.
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CGT Event Calculator
Tax
Sale proceedsCost baseNet gain50% discountTax payable
Quick guideCalculate CGT on a share sale. Assets held over 12 months attract the 50% CGT discount. Enter your marginal tax rate for an accurate after-tax proceeds estimate.
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Allocation & Sector Breakdown
Allocation
Sector weightsGeographic mixConcentration riskIPS target vs actual
Quick guideCheck your portfolio concentration by sector (Financials, Mining, Healthcare, etc.). A single sector above 40% of equities represents significant concentration risk.
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Dollar-Cost Averaging Planner
Strategy
Regular buy amountContribution frequencyAverage cost per unitReturn projection
Quick guideModel the effect of regular purchases at fixed dollar amounts. DCA smooths out entry price volatility — useful for salary-linked investments into index ETFs.
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Return Attribution
Performance
Price returnDividend returnFranking upliftTotal return %
Quick guideSeparate your total return into capital gain and income components. For Australian shares, the franking uplift can add 1–2% to effective total return for investors above the threshold.
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Portfolio Holdings Tracker

Holdings
Ticker Purchase Date Units Cost Price Market Price Total Cost Market Value Gain / Loss CGT 50%

Dividend Income Planner

Income
Net Cash Received $0.00
Franking Credits Uplift $0.00
Gross Dividend (inc. Imputation) $0.00

CGT Event Calculator

Tax
Net Capital Gain $0.00
Estimated Tax Payable $0.00
Net After-Tax Proceeds $0.00

Allocation & Sector Breakdown

Allocation
⚠️ Concentration Risk Detected: One or more sectors exceed 40% of the equities portfolio.

Dollar-Cost Averaging Planner

Strategy
Total Capital Invested $0.00
Projected Portfolio Value $0.00

Return Attribution

Performance
Capital Price Return 0.00%
Dividend Income Return 0.00%
Franking Uplift 0.00%
Total Effective Return 0.00%
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