Help & Documentation

Find answers to common questions about Pro Portfolio Tracker

Tax & Accountant Reports

Plus

CGT calculations, franking credits, and EOFY exports

Portfolio & Asset Management

Managing portfolios, assets, and transactions

Dividends & Auto-Sync

Dividend calendar, tracking, and automatic detection

AI & Analytics

Pro

Morning Briefings, Portfolio Health Score, and insights

Pro Calculators

14 financial planning tools for Australian investors

Subscription & Billing

Plans, features, and account management

Security & Privacy

How we protect your data

Need More Help?

Additional resources and ways to get support

Pro Calculators

14 financial planning tools

Manage Subscription

Upgrade or manage your plan

Email Support

support@proportfoliotracker.xyz

Compare Plans

See what's included in each tier

Pro Portfolio Tracker is designed for informational purposes only and does not constitute financial, tax, or investment advice. Always consult qualified professionals for your specific situation.

Help & Documentation

How does Pro Portfolio calculate Capital Gains Tax (CGT)?

What does "Cost Base Unknown" mean in my CGT report?

How are franking credits calculated?

What is the EOFY Pack export?

Can I export my data for my accountant?

Are the tax calculations ATO-compliant?

How do I handle corporate actions like stock splits or mergers?

What asset types does Pro Portfolio support?

Which stock exchanges are supported for price tracking?

What transaction types can I record?

How do portfolio limits work?

Can I track multiple currencies?

How does the Dividend Calendar work?

What's the difference between CONFIRMED and ESTIMATED dividends?

How does Auto-Sync detect missing dividends?

Why might dividend estimates be inaccurate?

What is the AI Morning Briefing?

What data does the AI see about my portfolio?

How is Portfolio Health Score calculated?

What analytics are available?

What calculators are available?

Do calculators use Australian tax rates?

Can I save calculator results?

What plans are available?

What features require Plus or Pro?

How do I upgrade or downgrade my plan?

What payment methods do you accept?

Can I cancel anytime?

How is my data protected?

Who can see my portfolio data?

Is my data backed up?