Source: https://wealthfolio.app/portfolio-tracker/commsec/ [All supported brokerages](https://wealthfolio.app/connect/brokerages/) Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by CommSec. Australia # Track your CommSec portfolio with Wealthfolio Bring your eligible CommSec holdings into Wealthfolio. Follow your Australian investments alongside other accounts, using Holding Snapshots to track positions and cash without a complete transaction history. [Connect CommSec with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) Automatic brokerage sync is available with the optional Wealthfolio Connect subscription. ![Wealthfolio dashboard tracking a CommSec portfolio](https://wealthfolio.app/cdn-cgi/image/width=800,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a CommSec portfolio](https://wealthfolio.app/cdn-cgi/image/width=800,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png) Your portfolio dashboard in Wealthfolio ## From your CommSec account to your whole investment picture ### Keep your portfolio current Refresh supported balances, holdings, and activities automatically on the schedule available for this connection. ### Bring institutions together See CommSec alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view. ### Use the combined picture Explore allocation, income, performance, goals, and benchmarks across the investments you bring together. Available views depend on the data and history supported by each connection. ![Wealthfolio analyzing a combined portfolio that includes CommSec](https://wealthfolio.app/cdn-cgi/image/width=800,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes CommSec](https://wealthfolio.app/cdn-cgi/image/width=800,quality=85,format=auto/https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png) Performance comparison against a benchmark ## What syncs from CommSec Available data - ADR, ETF, and stock holdings with account balances Eligible accounts Eligible CommSec basic trading accounts made available during connection setup. Available history Past transactions are not available through this connection. Updates CommSec makes source data available in real time; Wealthfolio refreshes once a day or whenever you choose Sync now. ## How to connect CommSec Connection method: Sign in through SnapTrade. Follow the steps below to add the account. 1. Choose CommSec in Wealthfolio Connect and open SnapTrade's secure connection window. 2. Review the terms and check that the browser is on SnapTrade's website. 3. Enter your CommSec sign-in details there and complete any verification requested. 4. Finish the connection, return to Wealthfolio, and review the supported holdings and balances. [Learn about Wealthfolio Connect](https://wealthfolio.app/connect/) ## Your account stays under your control ### Read-only access The connection can retrieve account data. It cannot place trades or move money. ### Your sign-in SnapTrade encrypts the CommSec sign-in details it stores to keep the connection working. Wealthfolio never receives or stores them. ### Your Wealthfolio data Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers. ## Good to know about this connection - CommSec connections sync holdings and balances, but not past transactions. Use Holding Snapshots to track positions and cash over time. If you want a full transaction history, you can also import or enter past activity. - SnapTrade lists an expected connection duration measured in days. You may need to sign in again to keep updates working. If activity history is limited, you can still use Wealthfolio's [Holding Snapshots mode](https://wealthfolio.app/docs/concepts/tracking-modes/) to follow positions, cash, allocation, and net worth. Complete Transactions supports deeper activity-based analysis when sufficient history is available. ## Frequently asked questions ### Will CommSec transactions and dividends sync? No. This connection provides supported holdings and balances without transaction history. Import or enter activity yourself if you want a transaction ledger. ### Can I track CommSec without importing old trades? Yes. Holding Snapshots lets you follow positions, cash, allocation, and net worth over time. Analysis that depends on individual transactions needs the relevant activity records. ### Why is CommSec asking me to reconnect? The connection can require renewed sign-in after a short period. Open Settings → Connected Accounts and reauthorize the connection when prompted. ## Other ways to add or complete your data Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually. [Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/) ## Also supported ### [Binance](https://wealthfolio.app/portfolio-tracker/binance/) Portfolio tracker ### [Coinbase](https://wealthfolio.app/portfolio-tracker/coinbase/) Portfolio tracker ### [Interactive Brokers](https://wealthfolio.app/portfolio-tracker/interactive-brokers/) Portfolio tracker ## Ready to connect CommSec? [Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/) CommSec and its associated trademarks are the property of their respective owners.