Demo menu   

Portfolio Manager


Portfolio Manager is a tool that allows users to track their portfolios and create theoretical portfolios of equities, exchange traded options, warrants and cash.

This tool can help track your investments with the convenience of online updates of prices for securities. Portfolio Manager is a useful tool that can
  • Display transaction summaries,
  • Calculate Capital Gains Tax
  • Calculate and record Franked and Unfranked components of dividends received
  • Record income tax component
  • Illustrate your portfolio graphically
  • Record split sales of holding of individual stocks
  • Build income statements
Portfolio Manager is located in the left column of the 'Portfolio Management' area on our website.



The images represented in these demonstration pages are of sample data only and do not reflect real data.