Take a screenshot
Open your share or investment app and go to the page that lists what you own and what each is worth. Take a screenshot. On Investments, tap Snap your holdings and choose it. A photo of a statement or a PDF works too.
Do one platform at a time: for example CommSec, then Stake, then your crypto exchange. After each one, tap Snap another platform.
What we read
- Where they are held, for example CommSec or Vanguard
- Each holding’s name and code, for example VAS
- How many units you hold, and what each holding is worth
- What you paid, if the screen shows it
- The date the values are from, if it is printed. If not, we use today.
If the screen only shows the account’s total, we save that as one total for the platform.
Updating, not copying
You see every holding before anything is saved. Each one says whether it is New or what it was worth before. Untick anything that looks wrong, then tap Yes, save.
- A holding you already have is updated, never added twice. The name you gave it is kept.
- The same share on two platforms stays as two holdings, one for each.
- An older screenshot never replaces a newer value you already saved.
- Holdings on that platform that aren’t in the picture are kept as they were. If you’ve sold one, delete it from the list.
- If you had typed in a total for that platform, we offer to remove it so it isn’t counted twice.
Each snap adds a point to the value chart, so you can see how each holding has moved over time.
A reminder every few months
After your first snap, we email you at the end of each quarter (March, June, September and December) to snap your holdings again. The email opens the snap straight away. If you already chose a reminder setting, including no reminders, we leave it as it is. You can change it on your Notifications page.
The picture is sent to Claude, an artificial intelligence (AI) service made by Anthropic, to read the details. It is never kept. NestWise doesn’t connect to your broker. Snapping your holdings is part of membership.