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Crowdfolio is a retail-first, tax-smart portfolio tracker built for Australian DIY investors. Track your holdings in one place, see when your portfolio drifts from your target model, and get capital gains tax (CGT)-aware rebalancing suggestions, so you can make more informed decisions without a spreadsheet or an advisor's fees. Available on web and mobile, Crowdfolio is founded and built in Australia with a focus on privacy and clarity. We provide factual tools and information to help you manage your own investments - not personal financial advice. Learn more at crowdfolio.com.au.
Sydney, Australia
3.7
1 review
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I’ve been using Crowdfolio since the early beta days, and it’s been awesome to see how quickly the team responds to feedback. Every suggestion I’ve made has been taken seriously, and many updates were rolled out the very next day almost every time. The platform is smooth, easy to use, and constantly improving. It’s been great being part of the journey.
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