Free for investors and accountants

Your shares.
Your tax.
$588 a year $0.

Live prices, automatic dividends and every number a tax return needs, from franking credits to ETF statements. Track your own shares, or, if you're an accountant or adviser, every client's portfolio and tax figures in one place. The demo below is the real thing, so have a click around.

Live demo
Loading the demo portfolio…
A sample portfolio of ASX blue chips, ETFs and US tech. Change anything you like; it stays in your browser. Open full screen ↗
Unlimited holdingsEvery reportCGT scheduleETF tax statementsFranking 45-day checkClient portalsXero exportPrice alerts
01 For accountants and advisers

Every client's shares and tax. One login. Free.

Stop chasing spreadsheets and broker statements at tax time. Keep each client's portfolio up to date all year, then pull their capital gains, dividends, franking and ETF figures in minutes, with no per-client fee.

1

All your clients in one list

Value, today's move, unrealised gains and tax to-dos for every client, side by side. Click one to open their full portfolio.

2

Tax time, done faster

A CGT schedule, myTax labels, AMMA/AMIT statement handling and the franking 45-day check for each client, plus an accountant pack and Xero journal.

3

Bring clients in quickly

Import a client's broker CSV, Sharesight export or contract-note PDFs. Dividends, splits and corporate actions fill in automatically.

4

Clients see their own portal

Invite clients to log in to a portal with your logo and colours. View-only or with editing, your call. They never see other clients.

5

Your whole team

Add staff as admins or staff, and choose whether they see every client or only the ones you assign.

6

The practice at a glance

Funds under advice, forecast income, clients with missing ETF statements, and who holds what, across the whole book. Export to CSV.

Works for SMSFs, companies and trusts as well as individuals. Franked prepares the figures; checking and lodging stays with you as the registered agent.

02 Why it's free

Knowing what you own and getting your tax right are basics. They shouldn't come with a monthly bill.

Paid trackers charge the most for what beginners and retirees need most: more holdings, tax reports, the long-term view. We'd rather nobody paid. Your adviser or accountant shouldn't pay per client either, because that cost ends up on your invoice.

$0

for every feature on this page

∞

holdings, portfolios and custom groups

0

reports locked behind a premium plan

100%

of your data exportable, whenever you like

03 What you get

All of it. Included.

The reports and tools the paid trackers keep for their top tiers, plus the Australian tax detail they usually leave to your accountant.

Honest performance

Capital growth, dividends and currency shown separately, for any period, against VAS or any benchmark you pick.

Dividends sorted

Worked out from what you held on each ex-date, franking included. DRPs, splits, demergers and takeovers too.

See what you really own

Look inside your ETFs to see your true country and sector mix, then group by anything you like.

Drop in your contract notes

PDFs from CommSec, SelfWealth, Stake and others become trades in seconds. Sharesight and broker CSVs import too.

Cash and the rest

Cash accounts that settle trades and dividends, plus property, super, gold and private shares at your own valuations.

Watchlist and alerts

Follow shares you don't own yet. Get a ping when a price crosses your line.

Every report

Multi-period, contribution, drawdown, future income, calendar, multi-currency, sold securities and more.

Paperwork in one place

Attach contract notes and statements to each trade. Send your accountant one pack, or a Xero journal.

On your phone

Add it to your home screen today. iPhone and Android apps are on the way. Developers get a read-only API.

04 Australian tax

Your investment tax, worked out.

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  • Every figure on its myTax label. Click to copy, plus a checklist of anything to fix before you lodge.
  • ETF statements done right. Income split onto the right labels, AMIT cost base adjustments applied, and the June distribution counted in the right year.
  • A proper CGT schedule. Pick the parcels you sold. Losses are applied in the order that saves the most and carried forward for you.
  • The fiddly rules. Franking 45-day check, wash-sale warnings, a June planner and a tax estimate based on your salary.
See the tax return in the demo
The tax return page with myTax labels, a before-you-lodge checklist and a tax estimate
05 Compare

Same features. No fees.

Here's what each feature costs on Sharesight, and what it costs here.

FeatureSharesight plan neededFranked
More than 10 holdingsBasic (30 holdings), or Standard and Premium for unlimitedFree, unlimited
More than one portfolioStandard (4) or Premium (10)Free, unlimited
Capital gains tax and taxable income reportsA paid plan, or the $59 a year Tax PackFree
Diversity and exposure reportsBasic and aboveFree
Future income, contribution, multi-currency and drawdown reportsStandard and aboveFree
Multi-period reportPremiumFree
Labels and report filteringStandard and aboveFree
XeroLive integration, Standard and aboveJournal export, free
Custom groups1 to 10, depending on planFree, unlimited
File attachmentsBasic and aboveFree
Advisers and firms with client access and brandingBusiness plan, price on requestFree
Price$0 (10 holdings), $9, $29 or $49 a month billed yearly; $12, $38.67 or $65.33 billed monthly$0

Sharesight prices and plan features as published at sharesight.com/au/pricing on 20 October 2026 (AUD, incl. GST). Sharesight is a trademark of its owner. Franked isn't affiliated with or endorsed by Sharesight. Both products change over time, so check their site for current details.

06 Mobile apps

iPhone and Android apps. Coming soon.

Check your portfolio, dividends and client list on the go. Until then, open Franked in your phone's browser and choose "Add to Home Screen". It works like an app.

Coming soon to theApp Store Coming soon onGoogle Play
07 FAQ

Questions people ask.

Is it really free?

Yes. Every feature on this page is free for investors and for firms, with no holding limits, premium tiers or per-client fees. We don't sell your data and there are no ads.

Is this tax advice?

No. Franked does the sums and maps them to the ATO labels to help you or your accountant prepare a return. If something's unusual, check it with a registered tax agent.

Can I move over from Sharesight?

Yes. Export "All Trades" from Sharesight as a CSV and import it here. Duplicates are skipped, and dividends and splits are recalculated automatically. Broker CSVs and contract-note PDFs work too.

Where do prices come from?

Prices, dividends, splits and exchange rates come from Yahoo Finance and can be delayed. Dividends we calculate are marked until you confirm them against your statement.

How do ETF distributions work?

ETFs are trusts, so the cash you get mixes income, franked dividends, capital gains, foreign income and tax-deferred amounts. Type in the figures from the fund's annual tax statement and each amount lands on the right label, with the cost base of your units adjusted.

I'm an accountant. What does it cost per client?

Nothing. Add as many clients, staff and portfolios as you like. Clients can have their own login to a portal with your branding, also free.

Is there an iPhone or Android app?

Native apps are coming soon. In the meantime the website works on any phone, and you can add it to your home screen so it opens like an app.

Does it work for SMSFs and companies?

Yes. Pick the entity type and the CGT discount, tax rate and franking refund rules change to match.

Is my data private?

Only you and the people you invite can see your portfolios. You can download everything or delete your account at any time. More in the privacy notice.

Keep your $588.

That's a year of Sharesight Premium. Spend it on more shares instead.