Monitor Your Portfolio in One Place
Track shares, ETFs, managed funds, crypto, and other assets alongside your everyday finances. See your full investment picture with performance tracking and portfolio allocation breakdowns.
Portfolio Overview
See all your investments in one dashboard with real-time valuations.
Performance Tracking
Track gains, losses, and returns over any time period.
Asset Allocation
Visualise how your portfolio is distributed across asset classes.
Crypto Integration
Connect your Swyftx account to automatically sync your crypto holdings.
How It Works
Add your investments manually or connect supported platforms like Swyftx
Track buy, sell, and split transactions to maintain accurate cost basis
Review portfolio performance and allocation from your dashboard
Ready to Get Started?
Try Investment Tracking and all of Wealthra's features free for 14 days. No credit card required.