In short
StackViewer connects to CommSec through SnapTrade using read-only OAuth. It imports your ASX and international positions, your executed-order history, cash balances and dividend payments, merges them with your other brokers into one portfolio, and then analyses the decisions behind the numbers — entry and exit quality, opportunity cost, and the patterns in how you trade. CommSec shows you a holdings list and an order log; StackViewer turns that into a genuine time-weighted return with Sharpe, Sortino and drawdown attached. Connecting CommSec is free.
What syncs from CommSec
Positions
Your open ASX holdings and any international-market holdings you trade through CommSec, with quantity and cost base as CommSec reports them. Holdings refresh on each sync so a new buy or sell shows up without you re-keying it.
Trade history
Executed buy and sell orders come across as your transaction record. This is the same "list of executed orders" CommSec gives you — StackViewer keeps it and turns it into performance rather than leaving it as a log.
Cash & balances
Your linked settlement cash balance (typically the CDIA or CommSec cash account) so your uninvested AUD is counted in allocation and return, not ignored.
Dividends
Dividend payments are imported where CommSec exposes them through the feed and matched to the paying holding for yield and income tracking.
What does not come across: franking-credit breakdowns, CGT calculations and tax statements are not in the feed — CommSec itself does not issue a tax, profit-and-loss or capital-gains statement, and franking detail for prior years lives with each company's share registry (Computershare, Link/MUFG), not in CommSec. Corporate-action nuance (some DRP allocations, off-market events) can also arrive incomplete, and CommSec's own on-screen export is capped at roughly 12 months at a time, so deep history may need a one-off manual top-up.
Sync runs three times a day and position values refresh about every 30 minutes during market hours. StackViewer is not a real-time tool and is not built for day trading.
What CommSec's own reporting doesn't show you
CommSec is Australia's largest retail broker, backed by Commonwealth Bank, and for placing ASX orders it is dependable and familiar. But the interface is dated and the analytics are thin. What it gives you is a holdings screen and a list of executed orders — a transaction log, not a performance report. There is no time-weighted return that strips out the effect of your deposits and withdrawals, no money-weighted (internal rate of return) figure, no benchmarking against the ASX 200 or an ETF you actually hold, and no drawdown or volatility picture. If you have added cash across several years, the raw "profit" number CommSec implies flatters or distorts what your investing decisions actually earned.
StackViewer fills exactly that gap. It computes a true time-weighted return so contributions do not inflate your performance, layers on 15+ risk metrics (Sharpe, Sortino, Alpha, Beta, Max Drawdown and Value at Risk), and lets you tag each trade with a reason, a conviction level and the emotion behind it — so you can see whether your high-conviction ASX calls actually beat your impulsive ones. It is the read on your ASX portfolio CommSec never gives you, and because franking credits and CGT are the parts CommSec deliberately leaves to your registry statements and accountant, StackViewer is upfront that it tracks performance and behaviour, not tax positions.
Also use Stake?
Plenty of CommSec investors keep their ASX core there and run a second account with Stake for cheap US-market access — CommSec's international brokerage is comparatively expensive, so Stake is the common companion for Apple, Microsoft or US ETF exposure. The trouble is that leaves your real portfolio split across two apps, two currencies and two return figures you can never quite add up. Connect both and StackViewer produces a single time-weighted return across the two accounts, a combined diversification score, and one dividend calendar — rather than two apps you mentally add together.
How the combined multi-broker view works →
Is it safe to connect CommSec?
The connection is read-only OAuth through SnapTrade. You log in on CommSec's own site — StackViewer never sees your credentials and never stores them. The token that comes back can read positions and history and nothing else: StackViewer cannot place a trade or move a dollar, and no trading permission is requested at any point. You can revoke access from inside CommSec whenever you want.
Data is encrypted with AES-256 at rest and TLS 1.2+ in transit, authentication runs on AWS Cognito with optional TOTP MFA, and you can export everything to CSV or delete your account at any time. Full detail on the security page.
Which other brokers can you connect?
StackViewer supports 31 brokers. Search for the others you use:
Frequently asked
- Is it safe to connect CommSec to StackViewer?
- Yes — read-only OAuth through SnapTrade. StackViewer never sees your CommSec credentials and cannot trade or move money. Revoke it from CommSec in one click.
- Can StackViewer place trades on my CommSec account?
- No. The token is read-only and trading permission is never requested.
- How often does CommSec data sync?
- Three times a day, with position values refreshed roughly every 30 minutes during market hours.
- Is the CommSec integration free?
- Yes, on the free plan, with no credit card.
- What CommSec data does StackViewer import?
- Your ASX and international holdings, executed-order history, cash balances and dividend payments where CommSec exposes them. Franking-credit breakdowns and CGT figures are not in the feed — those come from your registry and EOFY statements.
See it working before you connect anything
The live demo is a real portfolio with six months of history and every analysis screen populated. No signup, no email, no broker connection.
See the live demo or connect CommSec freeNo credit card · Read-only access · Free forever plan
StackViewer is not affiliated with, endorsed by, or sponsored by CommSec. CommSec and its logo are trademarks of their owner. Broker connectivity is provided through SnapTrade and the available data depends on what CommSec exposes; details verified 24 August 2026 and subject to change. Not financial advice.