Products
© Fiskil 2026. All rights reserved.
Wealth Management
Investment Tracking
Investment tracking across multiple brokers and platforms is complex. Fiskil aggregates investment holdings and calculates performance metrics automatically.
Investors can't easily track total investment performance when holdings are spread across multiple brokers and platforms.
Investments spread across multiple brokerage accounts
No unified view of total investment performance
Manual spreadsheet tracking is time-consuming
Difficult to calculate true returns including dividends and fees
Can't compare performance across investments
Automatically track investment holdings, calculate returns, and analyze performance across all accounts.
Aggregate all investment holdings across brokers, platforms, and accounts.
Calculate time-weighted returns, money-weighted returns, and total returns.
Track all dividends, distributions, and investment income automatically.
Compare investment performance against market benchmarks and indices.
Add automated investment tracking to your wealth or investment platform.
User connects brokerage accounts, investment platforms, and super funds.
API retrieves current holdings, quantities, purchase prices, and transaction history.
System calculates returns, performance metrics, and income for each holding.
Present performance dashboard with returns, allocation, and benchmark comparisons.
Calculate total return, capital gain, and income return for each investment.
Track performance over 1 month, 3 months, 1 year, 3 years, and since inception.
Calculate current unrealized capital gains and losses for tax planning.
Track cost basis using FIFO, LIFO, or average cost methods.
Analyze investment allocation by sector, geography, and asset class.
Quantify impact of fees on investment returns over time.
An investment tracking app aggregates holdings from multiple brokers for performance analysis.
Result: Users identify underperforming investments and improve returns by 1.2% through rebalancing.
Advisors use investment tracking to monitor client portfolios across platforms.
Result: Advisors manage 3x more clients with automated performance tracking and reporting.
Active investors track all holdings and performance in unified dashboard.
Result: Investors make better decisions with complete portfolio visibility, improving risk-adjusted returns.
GET /investments/holdingsGET /investments/performanceGET /investments/transactionsGET /investments/incomeInvestment holdings
Current market values
Cost basis
Performance returns
Dividend and income
Unrealized gains/losses
OAuth 2.0 / CDR consent
Yes
Stocks, ETFs, managed funds, bonds, term deposits, and other securities held in CDR-enabled accounts.
Returns are calculated using time-weighted and money-weighted methods, accounting for dividends, fees, and cash flows.
Yes, international holdings are tracked with currency conversion to AUD.
Cost basis is tracked from transaction history using configurable methods (FIFO, LIFO, average cost).
Common benchmarks include ASX 200, ASX 300, MSCI World, and custom benchmarks.
Yes, when super fund is CDR-enabled, super investment holdings and performance can be tracked.
Performance updates daily as market prices change, with real-time updates for actively traded holdings.
Wealth Management
Aggregate investments, bank accounts, and assets into one unified portfolio view. Provide clients with complete wealth visibility across all institutions.
Wealth Management
Generate investment tax reports automatically from transaction data. Simplify tax return preparation with capital gains, dividend income, and deduction tracking.
Wealth Management
Calculate and track net worth automatically from aggregated financial accounts. Monitor wealth growth over time with automated asset and liability tracking.
Join hundreds of companies using Fiskil to power their wealth management applications. Get started today with our developer-friendly API.
Products
© Fiskil 2026. All rights reserved.