Everything you hold, handled properly.
Five things HarbourSight does every day so you don't have to - performance, tax, research, risk and reconciliation, all reading from the same live portfolio.
One consolidated portfolio, one true return.
Connect every broker and HarbourSight merges the fills into a single ledger. Cost base, allocation and time-weighted return are calculated across accounts, not per-broker, so the number on screen is the number that matters.
- Time-weighted and money-weighted returns, side by side
- Allocation by sector, asset class and broker
- Cost base tracked per parcel, ready for CGT
Franking credits and CGT, continuously - not once a year.
Every dividend is matched to its franking rate the day it lands. Every disposal recalculates cost base and CGT discount eligibility. By June, there's nothing to reconstruct - just a report to export.
- Income by financial year, split franked/unfranked
- 50% CGT discount applied automatically on eligible parcels
- One export, ready to hand to your accountant
Research that finds you, not the other way round.
A condensed feed of global macro and ASX commentary, mapped directly against the tickers you hold - so a rate decision or an earnings miss shows up only when it actually touches your portfolio.
- Every item tagged to the holdings it affects
- Macro themes condensed to a few lines, not a wall of text
- Daily digest or real-time, your choice
Know what needs attention, in plain language.
No terminal, no jargon. HarbourSight watches concentration, dividend changes and price moves that cross a threshold that matters to your portfolio - and tells you in a sentence, not a chart you have to interpret.
- Concentration thresholds you set, by stock or sector
- Dividend declaration and franking rate changes
- Email, push or in-app - never all three at once
Every broker, matched and de-duped automatically.
Connect an account or drop in a CSV export - HarbourSight matches fills across sources, so a trade forwarded twice never counts twice, and a transfer between your own accounts never shows as a disposal.
- CommSec, Interactive Brokers, SelfWealth, Stake, Pearler and more
- Internal transfers recognised, not treated as trades
- CSV import for any broker not yet connected directly
See all five, in your own portfolio.
Fourteen days, full access. Connect a broker and see it live.