The portfolio tracker for Australian retail investors who hold stocks, ETFs and crypto. Built to help you understand the story your portfolio is telling — every day, not just at tax time.
Sharesight is great at tax. Stake is great at trading. Koinly is great at crypto. Case is the first product built for everyone who holds a bit of all three — and wants to understand the story.
ASX equities, US stocks, ETFs with proper look-through, and crypto as a first-class citizen. No incumbent does all four well in a single application. The supporting cast of your story.
Daily review extends your streak — not daily trades. Five tiers with real feature unlocks. Streak freezes that protect rather than punish. The discipline arc of your story.
Fee drag in dollars. Holdings overlap across ETFs. Concentration warnings. Tax-relevant timing. Factual analysis only — never advice. The narrator who knows your story.
The streak you built. The drawdown you held through. Your best day, your archetype, your geography. Eight beautiful screens — the year-end chapter of the story Case has been telling all year. Designed to be shared.
Get from "I have holdings everywhere" to "I understand my portfolio" in under five minutes.
Manual entry, CSV from CommSec, SelfWealth or Stake, or read-only API for crypto exchanges. We'll never make a trade — Case is read-only.
Every morning, a one-paragraph factual summary specific to your holdings. Tax milestones, fee drag, dividend timing, holdings overlap. Information only — not financial advice.
Daily review extends your streak. Tier progression unlocks deeper analysis. Year in Wrap arrives every January. The work compounds.
Case is in private beta. Drop your email and we'll let you in when there's a slot. Free during beta, no credit card.