Stockspot
Investment portfolio management software
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$1,000 minimum initial investment
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What is Stockspot
Stockspot is an Australia-based digital investment platform that builds and manages diversified portfolios, typically implemented using exchange-traded funds (ETFs). It targets individual investors seeking automated portfolio construction, rebalancing, and ongoing management without running a self-directed brokerage workflow. The product centers on model portfolios aligned to risk profiles and provides account onboarding and reporting through a web and mobile experience.
Automated ETF portfolio management
Stockspot provides model-based portfolio construction and ongoing management, which reduces the need for users to select individual securities. Portfolios are typically implemented with ETFs, supporting broad diversification in a single account. Automated rebalancing helps keep allocations aligned to the selected risk profile over time.
Consumer-focused onboarding workflow
The platform is designed for retail investors and emphasizes guided onboarding and risk profiling rather than advisor-centric configuration. This can shorten time-to-invest compared with tools built primarily for professional wealth managers. The experience is oriented around a managed account rather than a multi-system advisory stack.
Managed account reporting
Stockspot provides account-level visibility into holdings, performance, and transactions within the managed portfolio. This supports ongoing monitoring without requiring separate market-data terminals or portfolio accounting systems. For users who want a single place to view their managed investments, the reporting is integrated with the investment service.
Limited advisor and enterprise features
Compared with platforms built for RIAs and wealth management teams, Stockspot is less oriented toward multi-client administration, complex householding, and advisor workflows. It is not typically positioned as a full financial planning suite with deep cash-flow, tax, and scenario planning modules. Organizations needing extensive compliance tooling and practice management may require additional systems.
Model-portfolio constrained customization
The managed approach generally prioritizes standardized portfolios over highly customized mandates. Users seeking granular security selection, bespoke restrictions, or advanced portfolio engineering may find the configuration options limited. This can be a constraint for investors with complex preferences or concentrated legacy holdings.
Geography and product scope constraints
Stockspot is primarily aligned to the Australian market and regulatory environment, which can limit suitability for firms or users needing multi-jurisdiction support. Availability of account types, tax reporting formats, and integrations may not match requirements outside its core region. Users needing broad integration with third-party planning, CRM, or institutional data platforms may face gaps.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Silver | $1 per month (incl. GST) | For account balances $1,000 - $19,999. Includes automated rebalancing and dividend reinvestment. |
| Gold | 0.055% per month (0.66% p.a., incl. GST) | For combined account balances $20,000 - $199,999. Includes access to Stockspot Themes, automated rebalancing and dividend reinvestment. |
| Platinum | 0.044% per month (0.528% p.a., incl. GST) | For combined account balances $200,000 - $1,999,999. Access to Themes; priority access to an adviser noted elsewhere on site; automated rebalancing & dividend reinvestment. |
| Diamond | 0.033% per month (0.396% p.a., incl. GST) | For combined account balances $2,000,000+. Includes dedicated investment adviser, access to Themes, automated rebalancing & dividend reinvestment. |
Notes:
- ETF management fees are indirect costs charged by ETF issuers and are deducted from fund assets (not billed separately). These vary by portfolio and are additional to the Stockspot MDA Service Fee. (See Stockspot documentation for ETF fee ranges and portfolio examples.)
- No set-up, exit, brokerage, transaction or switching fees are charged by Stockspot for the MDA Service (per official FSG/pricing pages).
- Kids' accounts: fee-free up to a tier-specific limit (e.g., $10,000 for many clients) as stated on the pricing/FAQ pages.
Seller details
Stockspot Pty Ltd
Sydney, NSW, Australia
2013
Private
https://www.stockspot.com.au/
https://x.com/stockspot
https://www.linkedin.com/company/stockspot/
