Every investment.
One clear view.

See your shares, ETFs, dividends and Australian capital gains in one place, with every figure traced back to its trade.

14-day free trial · No credit card · No automatic charge

Masterdeck portfolio dashboard with demo holdings

For the way you invest.

See the reports that fit your portfolio.

Share investors

Every buy, sale and dividend across your brokers, with the parcels your tax return needs.

  • ASX and US shares in AUD
  • Brokerage added to cost base
  • Capital gains for every sale
Show me how

ETF investors

Fund weights, every distribution, and the tax statement adjustments that change your cost base.

  • Allocation by fund
  • Distributions recorded and estimated
  • AMIT cost base adjustments
Show me how

Multiple portfolios

Each broker account as its own portfolio, valued together in Australian dollars.

  • Up to 10 portfolios on Pro
  • One combined view
  • Split by broker account
Show me how

Check a sale before you make it.

Pick who owns the shares and how parcels are matched. The capital gain changes with both.

Sell 500 VAS at $104.00Vanguard Australian Shares ETF · example sale, FY 2025/26
Owner
Method
ParcelSold
300 at $76.40Bought Mar 2021 · held over 12 months300 sold
250 at $94.10Bought Nov 2024 · held over 12 months200 sold
200 at $101.80Bought Apr 2026 · held under 12 monthsNot sold
Gains held over 12 months
$10,260
Other gains
$0
CGT discount (50%)
−$5,130
Net capital gain
$5,130
  • First in, first out, minimise CGT or your own pick
  • The 50% or one third discount applied by owner
  • Losses used before the discount

How capital gains work in Masterdeck

  • Finally ditched my portfolio spreadsheet

    I had investments spread across IBKR and a few other accounts, so working out my actual performance was always messy. Having everything in one place and being able to see my returns without rebuilding it all in Excel has made things much easier.

    Alex R.Self-directed investor, Melbourne

  • I finally understand my actual returns

    I realised I was focusing too much on my portfolio balance instead of separating deposits from investment performance. Masterdeck makes that distinction really clear, so I can actually see what’s driving my results.

    Marcus L.Long-term investor

  • The numbers actually make sense now

    What I like most is being able to click into a figure and see the transactions behind it. I still use my brokers normally, but Masterdeck gives me a much clearer picture of the whole portfolio.

    Emily C.Portfolio investor

What Masterdeck doesn’t do

Masterdeck is record-keeping software. Your broker still does the buying, selling and holding.

  • Act as a broker or trading platform

    You buy and sell with your broker. Masterdeck reads the records afterwards.

  • Hold your money or your shares

    Your investments stay with your broker. Broker connections are read-only.

  • Give financial or tax advice

    It shows your own numbers. Have a registered tax agent check your return.

Pricing

Every plan includes performance and Australian tax reporting.

Essential

$14a month

$168 billed yearly

Up to 1 portfolio

  • Core performance reports
  • Australian tax reporting
  • Benchmark analysis
  • Unlimited holdings

Investor

Recommended
$17.50a month

$210 billed yearly

Up to 3 portfolios

  • Everything in Essential
  • Unrealised CGT planning
  • Portfolio mix report
  • Income schedule

Pro

$28a month

$336 billed yearly

Up to 10 portfolios

  • Everything in Investor
  • Room for ten broker accounts
  • Priority email support

Adviser

$126a month

$1,512 billed yearly

Up to 20 portfolios

  • Everything in Pro
  • Client portal with portfolio sharing
  • Client and team management
  • Owner, administrator and view-only roles
  • No automatic charge after the trial
  • Change or cancel your plan any time
  • Prices in Australian dollars

Compare every feature

Try it for 14 days first.

  • Create an account. No credit card.
  • Add your own records and run the reports on your own numbers.
  • Choose a plan if you want to keep going. Nothing is charged automatically.

Questions

No. Masterdeck tracks and analyses portfolios. It cannot hold assets, move money or place trades.

Still have questions? Visit the help centre or email us.

Your portfolio should make sense.

Give Masterdeck the records. Get back the full picture.

See pricing