Metrifly Help Center
Everything you need to get started, track your investments, and make the most of your portfolio.
Sign up, verify your email, and log in for the first time.
Create a portfolio, set your base currency, and add your first transaction.
A guided walkthrough of Metrifly's key features and navigation.
Create, configure, and manage multiple investment portfolios with custom settings.
Record buys, sells, and dividends. Edit, delete, or bulk import from CSV.
View cost basis, current value, unrealised gains, and holding-level details.
Bulk import your trade history from any broker using the step-by-step import wizard.
Track portfolio value over time with interactive charts and date range presets.
Visualise how your portfolio is distributed across holdings, sectors, and currencies.
Compare your portfolio against indices like the S&P 500 or ASX 200.
Track dividend events, confirm payments, manage DRP, and export income data.