Eight lines free. AUD 49 a month for every line.
Adviser is for the financial adviser or paraplanner whose Age Pension clients trade shares: every line of every history read, the ready-to-enter table, the exports, and the histories kept under a client nickname with a change log when a new export arrives.
Free
AUD0
no account, eight lines
- The first eight lines of a history read in full
- The summary counts the whole paste: transactions, changes to report, overdue, dividend reinvestments
- The findings name the lines; the rule and source per line are named on Adviser
- The full specimen, every rule shown
Adviser
AUD49
per month, unlimited checks
- Every line read, with the rule and its source on each
- The ready-to-enter table: net change per code and owner, and the new total where the opening holding is pasted and every corporate action is confirmed
- Three exports: the list CSV, the ready-to-enter CSV and a one-page PDF
- Histories saved under a client nickname, never a name
- A change log when a new export is pasted: lines added or removed, a change marked reported, a total that moved
One click to checkout: card, Apple Pay or Google Pay, and your account is created from the email you give there, no sign-up form and no link to wait for. Prices in Australian dollars. Cancel any time from the billing portal; refunds on request within 30 days. On every plan the history is read in your browser; a saved history, with recognised account and holder numbers and any over-long cell removed, is the only thing stored.