The fully Automated portfolio Management Software
SelfWealth Keeper is intuitive, user-friendly and is equipped with a wide range of features that address the requirements of beginners and advanced users alike.
The Extensive feature list of Selfwealth keeper includes:
These wide ranges of features include:
Single click contract processing, which means you will not have to manually type out contract details again.
Automatic, error-free allocation of all incoming and outgoing transactions.
In-depth handling of stock split and consolidation.
Dividend reporting and re-investment.
Income and Expense recording.
Weekly data updates of dividend declaration and ASX code changes.
Warrant handling capability including expiry date reporting.
Full-fledged, ex-dividend management capability based on the most recent data.
A comprehensive suite of reports to make tax time less demanding.
Single Click Contract Processing
You will never have to type contract details again
Know your true performance
Understand exactly how your investments are performing with daily
Save time and money
Share access to your portfolio and tax reports with your accountant in a few click
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I am into Warrants and I was looking for a good Portfolio Manager, but could not find one which handled my warrants the way I wanted. SelfWealth Keeper came to my rescue with the Warrant alert feature. It is always up-to-date and it is absolutely brilliant in assisting me with Warrant trading. Using the most up-to-date information, SelfWealth Keeper instantly tells me which warrants are due to expire. Now that is a great help in planning my investment especially while dealing with warrants.
Mike Stuart
CommSec User
OUR LATEST NEWS
Never type contract data again. For a low price get the best portfolio management software available.
Key Takeaway
With many buys and many sells, it was a nightmare to match them. With SelfWelth Keeper's Intellimatch feature, it is matched automatically for me, the moment I download the day's contracts. What's more I get my trading profit result immediately without typing any contract data.
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Our pricing
Your first 15 holdings are free!
Choose from any of our premium plans at any time to track additional holdings or portfolios, and unlock advanced features.
Try Selfwealthkeeper today
Track 15 holdings for free.
Visit Us
Unit 4, 7 Packard Avenue, Castle Hill, NSW 2154 Australia
Open Hours
9.00am–17.00pm
Give Us a Call
+61-2-88316311