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Company details
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Metrifly is an investment portfolio tracker for self-directed investors. Bring your shares, ETFs and crypto into a single portfolio, valued in one base currency, and import your history from 100+ brokers by CSV or email forwarding — with new broker formats added every week. Once your trades are in, Metrifly shows what you actually own and how it's really performing. Performance is calculated after fees and currency: time-weighted and money-weighted returns, benchmark comparisons, drawdown and risk, with currency gain separated from market gain on overseas holdings. Dividends are detected automatically, with franking credits, DRP (dividend reinvestment) tracking, and a forward calendar of upcoming payments. For Australian investors, Metrifly generates ATO myTax-ready tax reports. Capital gains are calculated at the parcel level with the 50% CGT discount applied automatically and a choice of sale-allocation methods. It handles franking credits with the franked/unfranked split, AMIT and trust distributions, and foreign income with the foreign income tax offset (FITO). Reporting is entity-aware across individuals, companies, trusts and SMSFs, and crypto disposals — including crypto-to-crypto — are covered too. Metrifly is built for self-directed investors, dividend and income investors, SMSF trustees, and accountants who want accurate, ATO-ready numbers without the spreadsheet. The calculation methodology behind every figure is documented and transparent. Free to start.
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United States
- metrifly.com
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