Create a watch list of ASX-Listed Shares and Managed Funds

Share prices are live.


You are one click away from company research – charts, fundamentals, company announcements, broker consensus ratings and more.


There is no limit to the number of ASX listed securities or funds you can add to your watch list.

Access in depth company research for ASX Listed Shares

Charts, company details, company announcements, fundamentals, upcoming events, today’s trades, broker research and buy/sell recommendations – and more.

Research Managed Funds in detail

Review the fund summary.


See the fund rating, size, benchmark, sector, launch date, entry and exit prices and more.

Search for managed funds

by manager, asset class, sector, rating, fund size, management fee and more

Check out the fund performance


Compare fund performance to other funds – and to multiple indices.


Chart performance by time periods. View cumulative, discrete and calendar year performance.

Compare term deposit rates

Easily compare the Term Deposit options available through the service by current rates for the various terms, At Call accounts and provider details.

Research SMA model portfolios

Research model portfolios by manager or type of portfolio.


Easily check the overview of Portfolio Models, Fund Managers and Performance.


Delve down into more detail with a single click.


Engage and retain more clients.


This web-based lifestyle budgeting and planning process, enables you to focus on your client’s lifestyle goals rather than just on tax or investment strategies.

This research is available to ALL WealthPortal advisers!

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