Quick Tour
This page gives you a high-level walkthrough of Metrifly's main areas so you know where to find everything. Each section links to detailed guides if you want to dive deeper.
Navigation
After signing in, the left sidebar is your main navigation. It contains:
- Portfolios -- Your list of portfolios and the selected portfolio's detail page
- Performance -- Allocation, diversification, benchmark comparison, dividends, and returns charts
- Transactions -- Cross-portfolio transaction history
- Settings -- Account and subscription management
The top bar shows your currently selected portfolio. If you have multiple portfolios, use the dropdown to switch between them.
Portfolio Page
The portfolio page is your dashboard for a single portfolio. It shows:
- Summary cards at the top: Portfolio Value, Capital Gain, Income Return, and Total Return
- Holdings table: All your current positions with ticker, quantity, current value, gain/loss, and allocation percentage
- Performance chart: Portfolio value over time with date range presets (7 Days, 1 Month, 3 Months, 6 Months, 1 Year, All Time)
From here, you can:
- Click a holding to see its detail page
- Click Add Transaction to record a trade
- Click Import to bulk import from CSV
Holdings
Each holding represents one stock or asset in your portfolio. Holdings are automatically created when you record your first BUY transaction for a ticker.
The holding detail page has five tabs: Overview, Trades, Income, Notes, and Settings. Learn more in Understanding Holdings.
Transactions
Metrifly supports three transaction types:
- BUY -- Purchase shares
- SELL -- Sell shares (calculates realised gains using your chosen allocation method)
- DIVIDEND -- Record dividend income
You can enter transactions manually one at a time, or import hundreds at once via CSV Import.
The Transactions page shows a filterable, sortable history across all your portfolios.
Performance Analytics
The Performance section includes several views:
| Page | What It Shows |
|---|---|
| Allocation | Donut chart of how your portfolio is distributed across holdings |
| Benchmark Comparison | Your portfolio returns vs market indices (e.g., S&P 500, ASX 200) |
| Returns Chart | Portfolio value over time with selectable date ranges |
| Dividends | Income tracking, calendar view, and dividend management |
Dividends
Metrifly automatically detects dividend events for your holdings and presents them for confirmation. You can:
- Confirm or reject pending dividends
- Track Dividend Reinvestment Plans (DRP)
- View a calendar of upcoming and past dividends
- Export dividend data as CSV
Tax Reports
If you are an Australian investor, Metrifly generates tax reports for each financial year:
- Capital Gains Report -- Short-term and long-term gains, CGT discount, net capital gain
- Income Report -- Dividends, franking credits, foreign withholding tax
- Unrealised Gains -- Current paper profits/losses
- Historical Cost -- Cost basis per holding
See Tax Setup to configure your entity type and allocation method.
Billing and Plans
Metrifly offers multiple subscription tiers. Your plan determines how many portfolios you can create and which premium features are available. See Plans and Pricing for details.
Getting Help
If you need assistance:
- Browse this help center for detailed guides on every feature
- Contact us for direct support