Automated tracking eliminates human error and captures data you might miss manually – like dividend reinvestments, stock splits, and currency conversions. Our system processes over 50,000 data points daily from Australian and international exchanges, ensuring accuracy that's impossible to achieve with spreadsheets.

Basic calculations only show surface-level performance. Professional metrics reveal risk-adjusted returns, correlation patterns, and volatility measures that help you understand whether your gains are due to skill or luck. For example, a 15% return might look great until you realize it came with 40% volatility – meaning you took excessive risk for that return.

Our reporting tracks franking credits, capital gains timing, and tax-loss harvesting opportunities throughout the year. Instead of scrambling at tax time, you'll know exactly when to realize losses, how to optimize dividend timing, and which investments offer the best after-tax returns based on your marginal tax rate.

Yes – we handle everything from simple ASX holdings to international stocks, ETFs, managed funds, property trusts, and even alternative investments. The system automatically adjusts for currency exposure, management fees, and different asset class behaviors to give you true consolidated performance.

Our algorithms detect concentration risk when single positions exceed safe thresholds, correlation spikes that increase portfolio risk, unusual volatility patterns, and sector rotation signals. Most importantly, we alert you to rebalancing opportunities that can improve returns while reducing risk – something manual tracking often misses.