Adding Shares

Portfolio tracking

Finance Frank Pro includes a portfolio tracker that lets you monitor your share investments with market data.

Portfolio tracking requires a Pro plan.

Adding shares to your portfolio

1. Go to Portfolio

Click Portfolio in the navigation (Pro users only).

2. Add a holding

Click Add Holding and enter:

• Ticker symbol — e.g. CBA, BHP, VAS, VDHG
• Number of units — how many shares you hold
• Purchase price — your average buy price per share
• Purchase date — when you acquired the shares

3. View your portfolio

Once added, you'll see:

• Current value based on latest market prices
• Gain/loss — both dollar amount and percentage
• Portfolio allocation — how much each holding represents

Supported markets

Finance Frank supports:

• ASX — Australian Securities Exchange
• Major ETFs — Vanguard, Betashares, and others listed on the ASX

Tracking dividends

When dividends are paid, you can record them against the holding or import them via bank transactions. Dividends are factored into your income and tax calculations.

Tips

• Update your holdings when you buy or sell shares
• Use Frank AI to ask questions like "What's my portfolio return this year?"
• Portfolio values update with market data to keep your net worth accurate