Stop rebuilding your trades in a spreadsheet.

Masterdeck keeps every buy, sale and dividend from your brokers in one place, and works out the return and the capital gain for you.

  • Trades from your brokers in one list
  • Parcels and cost base kept for you
  • ASX and US shares in AUD
Apple holding with every recorded trade

Your broker only shows you part of it.

Each broker reports its own account. None of them gives you a return across accounts, or tells you which parcels a sale should use. That usually ends up in a spreadsheet, and the spreadsheet is usually out of date.

Every trade, from every account.

Buys, sales and dividends land in one list, with the account each one came from.

Transaction ledger with trades and dividends from two accounts

Know what a sale means for your tax.

Each sale is matched to its parcels, with the purchase date, proceeds, cost base and whether the discount applies.

Capital gains
Each sale matched to the parcels it came from.
Taxable income
Dividends, distributions and franking credits by year.
myTax
Totals grouped under the labels you fill in.
Unrealised gains
What selling each holding today would add.
Capital gains events table

Are you beating the market?

Your portfolio next to the index, with the same money going in on the same days.

The demo portfolio charted against an Australian shares index fund

Supported brokers

All 185 sources
  • Interactive Brokers
  • Superhero
  • CommSec
  • SelfWealth
  • Pearler
  • Stake
  • nabtrade
  • CMC Invest
  • Westpac Online Investing
  • ANZ Share Investing
  • Bell Direct
  • Macquarie Online Trading
  • Betashares Direct
  • Vanguard Personal Investor
  • Raiz
  • Sharesies
  • AUSIEX
  • Bendigo Invest Direct
  • HSBC Share Trading
  • HUB24
  • IG Share Trading
  • Morgans
  • Morrison Securities
  • OpenMarkets
  • Ord Minnett
  • Rask Invest
  • St.George Directshares
  • Stockspot
  • ThinkMarkets
  • Tiger Brokers
  • Webull Australia
  • moomoo
  • Webull
  • Charles Schwab
  • Fidelity
  • Robinhood
  • E*TRADE
  • DEGIRO
  • Saxo
  • Wealthsimple
  • Hatch
  • Trading 212
  • Questrade
  • tastytrade
  • Merrill Edge
  • Revolut
  • Alpaca
  • Alpaca Paper
  • CommSec International
  • Dash
  • Novus Capital
  • Rivkin
  • Spaceship
  • Totality

Questions

Yes. Fees on a purchase are added to its cost base, and fees on a sale reduce the proceeds.

Pricing

Every plan includes performance and Australian tax reporting. Free for 14 days, no card needed.

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

Your portfolio should make sense.

Give Masterdeck the records. Get back the full picture.