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Investors & Holdings add-on

Portfolio software for Australia investors & holding companies

For holding companies, investment firms and private investors: companies, properties, funds and loans in one portfolio, with dividends, interest and rent by holding, valuations, IRR and multiple, and investor statements in PDF. Australian holding companies and private investors get income, valuations and returns by holding, with statements ready to send.

Start 7-day free trial AU$ pricing

Built for Australia & the Pacific GST 10% tax invoices Ask AI on every module 100% cloud

Also for Fiji PNG NZ

What it does

Every holding, every return

Add it to any plan to track investments alongside the businesses you run in e-Business ERP.

One portfolio

Companies, properties, funds and loans in one register.

Income by holding

Dividends, interest and rent recorded against each holding.

Valuations

Record valuations over time and see unrealised gains.

IRR & multiple

Returns calculated for each holding and the whole portfolio.

Investor statements

Statements in PDF for partners, family members or the board.

Ask AI on the portfolio

Ask which holdings earn the most or have underperformed.

Holding companies Family groups Landowner & trust groups Private investors Property investors Investment clubs

Local

Investors in Australia

Holdings, income and valuations in Australian dollars.
Works on any plan, even Starter.
Statements in PDF for partners and boards.
Ask AI for returns by holding.

Australia at a glance

Currency: Australian dollars (AUD)
Tax: GST 10%, editable
Fiscal device: not required in Australia
Plans: billed in AU$, from AU$30/month
Support: Live chat and free browser call

How it works

Up and running in five steps

Add holdingsCompanies, properties, funds, loans.

Record incomeDividends, interest, rent.

Update valuationsAs often as you like.

See returnsIRR and multiple.

Send statementsPDF to investors.

Ask AI

Ask in plain words, get the report

Every module of e-Business ERP ships with Ask AI. Ask in plain words and get the answer, table, Excel or PDF from your live data, with your own permissions:

“Which holding has the best IRR?”

“Total rental income this year”

“Dividends received by company”

“Portfolio value change this quarter”

How it compares

e-Business Investors & Holdings vs spreadsheet portfolio

What matters	Spreadsheet portfolio	e-Business Investors & Holdings
IRR & multiple	Formulas	Calculated
Income by holding	Manual	Recorded
Investor statements	Built by hand	PDF in one click
Linked to your businesses' books	No	Same platform
Ask AI on returns	No	Yes

Why e-Business

Why businesses in Australia choose e-Business

One view of everything you own.
Returns calculated, not guessed.
Statements ready to send.
Any plan, even Starter.

Try it free for 7 days

AU$30 /month plans

Plans start at AU$30/month and Investors & Holdings is added from Account → Billing. The add-on price in your currency is on the pricing page, and it is open in every 7-day trial.

Start free trial See every plan in AU$ →

FAQ

Investors & holdings in Australia: common questions

Who is it for?

Holding companies, investment firms, family groups and private investors who own stakes in businesses, properties, funds or loans.

Does it calculate IRR?

Yes. IRR and multiple are calculated for each holding and for the whole portfolio from your recorded cash flows and valuations.

Can I send statements to investors?

Yes. Investor statements are produced as PDFs, ready to e-mail.

Do I need a big plan?

No. Investors & Holdings can be added to any plan, even Starter.

Can I use Investors & Holdings in Australia?

Yes. Choose Australia at signup, set Australian dollars and GST at 10% in Company Settings, and your subscription is billed in AU$. Investors & Holdings runs on the same cloud platform used across the Pacific.

How much does Investors & Holdings cost in Australia?