Track your ASX, US, and crypto investments in one place. Understand your tax, research opportunities, and plan your spending, all with real data, so every decision is a conscious one.
Works with your broker
See it in action
lytixBaseHoldings, allocation, and risk
Invested
A$76,524.64
Cost Basis
Deposited
A$166,603.76
From Bank
Open P&L
+A$22,914.49
+29.94%All-Time Return
+A$24,580.56
+32.12%Cash
A$93,316.79
48.4% of portfolio
Breakdown
Cost Basis
A$76,524
Open P&L
A$22,914
Stock +A$25,251
Ccy -A$2,337
Realised
A$1,666
Dividends
+A$131.25
+0.17% yield
Apple Inc.
100.00 Shares
$25,563.00
Today: +0.7%
Total: +38.0%
P/E 32.4 · PEG 3.41
Current
$255.63
Avg Cost
$185.19
Invested
$18,519
Return
$7,044
NVIDIA Corp.
70.00 Shares
$12,302.50
Today: +0.8%
Total: +90.3%
P/E 35.9 · PEG 1.05
Current
$175.75
Avg Cost
$92.38
Invested
$6,466
Return
$5,836
Vanguard Aus...
100.00 Shares
A$10,624.00
Today: -1.1%
Total: +10.6%
P/E 20.9 · PEG —
Current
A$106.24
Avg Cost
A$96.10
Invested
A$9,610
Return
A$1,014
Commonwealth...
50.00 Shares
A$8,640.00
Today: +0.0%
Total: +50.1%
P/E 27.8 · PEG 6.71
Current
A$172.80
Avg Cost
A$115.12
Invested
A$5,756
Return
A$2,884
See every ASX, US, and crypto holding with real-time prices, P&L, cost basis, and allocation. No more switching between broker apps.
Built for Australian investors
Whether you're just starting out or building on what you know, lytixbase gives you the tools to invest with confidence, not confusion.
See all your ASX, US, and crypto holdings in one dashboard. Real-time prices, gains, and allocation, no spreadsheet required.
Automated CGT calculations with FIFO cost basis. Understand your tax position before EOFY, not after.
Explore market trends, compare stocks, and spot opportunities. Every decision backed by real data.
Record your rough expenses, plan your spending consciously, and stay aware of where your money actually goes over time.
Chat with AI to research stocks, understand your portfolio, or explore what-if scenarios before you invest.
Every transaction, budget entry, and financial record is encrypted with AES-256 before it touches the database. Your data is yours alone.
The story
The problem
I had investments spread across ASX, US, and crypto with different brokers. There are good tracking tools out there, but I wanted something that went further: not just monitoring, but helping me evaluate companies, compare ETFs, and figure out where to put my next dollar.
Get started in minutes
Upload CSV exports from CommSec, CMC, Stake, Interactive Brokers, CoinSpot, or Swyftx. Everything is reconciled automatically.
Your portfolio, tax position, and spending trends, all in one place. No more switching between apps and spreadsheets.
Use market data and AI to research opportunities, model scenarios, and understand what your next move actually means.
Ready?
15 days free. Full access. No credit card. If it's not for you, delete everything with one click.
