Solo Software House
Easy to use software products for the DIY investor




My Portfolio Frontier Tutorial

This tutorial will show you how easy it is to get My Portfolio Frontier to manage your share trades so you have instant access to Australian Tax Office (ATO) compliant tax reports and information about your portfolio's performance.

The typical life cycle of a share you own is described by the following events:

  1. Buy - the investment is made.
  2. Dividends - the company pays dividends to shareholders in cash or by issuing additional shares through a Dividend Reinvestment Plan (DRP).
  3. Performance Assessment - the owner assesses share performance to measure the return on their investment and to help make decisions about when to sell.
  4. Sell - a decision is made to capture profits or to move money to more profitable investments.
  5. Tax Reports - the owner informs the ATO about income received from dividends and capital gains or losses made on share sales.

This tutorial will show you how to execute these events using My Portfolio Frontier.

Click here to start the tutorial