“PortfolioTab lets you track, analyse and report on all your investments, in a single place. Monitor the performance of your shares, property and other investments, across multiple structures.”

Our story

Proudly helping investors since 2020.

The start of 2020 brought uncertain times to Investors. The outlook was bleak and ‘experts’ were predicting unprecedented crashes in both shares and property.

To cut through the noise, I decided to start a private community where investors could chat with one another. I also started a blog/newsletter discussing personal finance & investing. 

Fast forward 2 years and Investing Discussion Australia has grown to an engaging community with over 7,500 members.

While writing content, I regularly reviewed tools and products designed to help investors, most of these were great!

But there was a problem.

Through the community, I discovered there was a large portion of investors who love diversification. They don’t want to just be in a different market, they want a different asset class.

Unfortunately, the available tool’s only catered to one asset class. This meant an investor needed multiple tools to track their portfolio. 

To solve this problem I set out to create a tool that could track the performance of your total portfolio. 

Ryan David, creator of PortfolioTab.

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