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My Portfolio

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Welcome to My Portfolio

InvestSMART's free Portfolio Manager allows comprehensive monitoring of the following...

  • Shares, options & warrants (including share prices & automatic dividend tracking)
  • Managed funds (including unit prices & automatic distribution tracking)
  • Cash
  • Property
  • Other Assets
  • Liabilities

Our free Portfolio Manager is available to all InvestSMART members. Simply log in to set up My Portfolio with your investments. Or join InvestSMART now for free.

Login to setup your free Portfolio Manager          Become a member to setup your free Portfolio Manager


Direct Access/Fairfax users looking to access your Portfolio Manager please click here.

Search for Managed Funds, Superannuation Funds and Retirement Funds Find a Managed Fund Reduce your fees and save money on your Managed Funds with our 100% Entry Fee Rebate 100% Entry Fee Rebate

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Free Membership

Membership benefits...

  • 100% entry fee rebates
  • Cash back on your managed fund investments with our innovative TrailCap™ program
  • Independent research on...
    • over 1,000 managed funds
    • over 300 ASX-listed Companies
    • top performing suburbs/postcodes
  • Access to IPOs/floats & other investment offers
  • Superior investment tools...
    • Portfolio manager
    • Watchlists
    • Alerts
  • Regular investment e-newsletter

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