Can I track my Commsec portfolio with AllInvestView?

Yes! AllInvestView fully supports Commsec portfolio tracking. You can sync automatically or import your transactions via CSV to track all your Commsec investments.

Can I generate tax reports for my Commsec investments?

Yes, AllInvestView provides comprehensive tax reporting for Commsec portfolios, including capital gains calculations, dividend income tracking, and tax-loss harvesting suggestions.

Commsec Portfolio Tracker

Supercharge Your CommSec Portfolio with Smart Analytics

CommSec is Australia's largest online broker, backed by Commonwealth Bank. Offers access to ASX stocks, international markets, and managed funds.

AU Est. 1995 ASIC ASX

Australia's largest online broker backed by Commonwealth Bank

Access to ASX stocks, ETFs, and international markets

CommSec Pocket for micro-investing from AUD 50

Integrated with Commonwealth Bank accounts for seamless funding

Advanced charting and research tools

Get Started Free Live Demo

No credit card required Free forever 30-second signup

When Does an External Tracker Add Value?

Portfolio analytics are basic and lack performance attribution

AllInvestView provides detailed IRR/XIRR returns, sector breakdowns, and benchmark comparisons for your CommSec holdings.

Tax reporting for Australian CGT is limited and manual

Import your CommSec trades to AllInvestView for automated capital gains calculations with CGT discount tracking.

Difficult to see combined performance of ASX and international holdings

AllInvestView consolidates all your CommSec holdings and converts to AUD for a unified portfolio view.

What You Unlock with AllInvestView

Monte Carlo Simulation

Simulate 1,000+ future scenarios. See the probability of hitting your financial goals.

Efficient Frontier

Find your optimal portfolio allocation using Markowitz mean-variance optimization.

Correlation Matrix

Visualize how your holdings move together. Identify diversification gaps at a glance.

Tax Reports

Capital gains reports for 14+ countries. FIFO, LIFO, specific ID, and average cost methods.

Dividend Calendar

Track every payment, project future income, and monitor yield-on-cost over time.

Options Greeks

Track Delta, Gamma, Theta, Vega, and Rho with visual payoff diagrams.

AI Assistant

Ask anything about your portfolio. Get instant analysis powered by AI.

Quick Allocation View

See asset, sector, country, and currency breakdown in one visual dashboard.

Commsec vs AllInvestView — Feature Comparison

See what Commsec's built-in tools offer versus what AllInvestView adds to your investment workflow.

Feature	Commsec Built-in	+ AllInvestView
Performance Analytics	Basic portfolio valuation and gain/loss	True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Tax Reporting	Basic CGT summary for Australian investors	Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Dividend Tracking	Basic dividend history and franking credits	Calendar view, income projections, yield-on-cost, ex-date alerts
Multi-Broker View	Not available — CommSec accounts only	Consolidate all brokers in one unified dashboard
Risk Analytics	Not available	Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios
International Holdings	Separate international trading interface	Combined AUD and international holdings in one dashboard
Bond Analytics	Not available	YTM, duration, convexity, accrued interest calculator

See Your Entire Portfolio at a Glance

Get the complete picture of your Commsec investments with intuitive visualizations that show exactly where your money is allocated.

Asset allocation by type, sector, and geography
Real-time valuations in your preferred currency
Performance attribution by holding
Concentration risk indicators

Analytics That Actually Matter

Go beyond simple percentage gains. Understand your true risk-adjusted performance with institutional-quality metrics.

Money-weighted returns (IRR/XIRR)
Efficient Frontier optimization
Correlation matrix across holdings
Sharpe ratio and volatility metrics

Master Your Dividend Income

Track every dividend from your Commsec holdings. Know exactly when payments arrive and how your income is growing.

Automatic dividend detection and tracking
Calendar view of upcoming payments
Yield on cost calculations
Annual income projections

Capital gains tax report showing unrealized gains, estimated tax liability, and FIFO cost basis analysis

Tax Reports in One Click

Generate capital gains reports for your Commsec portfolio instantly. Supports 14+ countries with multiple cost basis methods.

FIFO, LIFO, specific identification, and average cost
Automatic wash sale detection
Short-term vs long-term capital gains split
Export as PDF or CSV for tax filing

Holdings management table showing stocks and ETFs with company logos, quantities, cost basis, market value, unrealized P&L, and sparkline trends

Every Holding, One Clean Table

See all your Commsec positions with real-time prices, sparkline trends, and instant P&L — exactly the view your broker doesn't give you.

Company logos, real-time prices, and sparklines
Cost basis, market value, and unrealized P&L
Sort and filter by any column
Multi-broker holdings in one unified table

Try the Live Demo

Explore a real portfolio — no signup needed

ASX Portfolio Tracking for Australian Investors

Track your Commsec ASX and international holdings with AUD as base currency.

AUD base currency with global FX conversion

Australian capital gains tax calculations

Franking credit tracking for dividends

CGT discount for assets held 12+ months

Commsec

Auto-Sync Available

Start Free Trial Track Commsec in 2 minutes

200k+

Stocks, ETFs, bonds & crypto supported

50+

Currencies for global investors

80+

Exchanges worldwide

About Commsec

AU • Est. 1995 • Regulated by ASIC, ASX

Asset Types StocksETFsOptionsManaged Funds

Account Types IndividualJointSMSFCorporateTrust

Currencies AUDUSD

Fees ASX trades from AUD 10 (up to AUD 1,000) or 0.10%. International shares from USD 19.95. CommSec Pocket from AUD 2.

Best For Australian investors • CBA banking customers • ASX stock traders • SMSF trustees

How to Import Your Commsec Portfolio

Getting your Commsec data into AllInvestView takes less than 2 minutes. Here's how:

Export from Commsec

In CommSec, go to Portfolio > Export to download your holdings and transaction history.

Upload to AllInvestView

Use our smart CSV importer that automatically maps Commsec's format. No manual column matching needed.

Track Everything

Instantly see your full portfolio with real-time prices, dividends, and performance metrics.

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interactive investor

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Commsec Portfolio Tracking FAQ

Can I sync my CommSec account with AllInvestView?

Yes! AllInvestView supports automatic syncing with CommSec via SnapTrade. Your ASX and international holdings sync seamlessly.

Does AllInvestView support CommSec SMSF accounts?

Yes. Import your SMSF transactions and track performance alongside personal accounts in one unified dashboard.

How do I get my Commsec data into AllInvestView?

In CommSec, go to Portfolio > Export to download your holdings and transaction history.

Does AllInvestView sync with Commsec automatically?

Yes! AllInvestView can automatically sync with Commsec through our secure broker integration. Your portfolio stays up-to-date without manual imports.

Can I track Commsec and other brokers together?

Absolutely! AllInvestView is built for multi-broker portfolios. Import from Commsec, Interactive Brokers, Schwab, or any other broker and see everything in one unified dashboard with consolidated performance metrics.

Does AllInvestView support all asset types from Commsec?

Yes! AllInvestView supports all asset types available at Commsec—stocks, ETFs, bonds, mutual funds, options, and even crypto. Each asset type has specialized tracking features.