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Thirty years of trades, finally in one place.

Up to three decades of trades across brokers, platforms and entities rebuilt into one clean record, reconciled to what you hold today, and onboarded to the portfolio platform you will use from here.

Tell us what you need →

Fees agreed in writing before work starts.

DATA DYNAMICSAUSTRALIARef DDA-IR-2026-07

Trade history reconciliation

Example

Seven brokers and four entities, 1996 to 2026

Source	Records	Matched	Open
Contract notes	11,240	11,240	0
Corporate actions	486	481	5
Dividend reinvestment	1,318	1,318	0
Off-market transfers	143	140	3
Total	13,187	13,179	8

Holdings agree to registry statements at 30 June 2026. Eight open items listed with the document needed for each.

Prepared for the investor and their accountantIllustrative figures

Who it is for

Investors whose records are spread across years, brokers and entities, and who want one record they can trust from here on.

Long-term investors

Up to thirty years of trades, splits, takeovers, demergers and reinvested dividends rebuilt from contract notes and statements into one record per holding.

Investors and their entities

Holdings across personal names, companies, trusts and super funds separated cleanly by owner and reconciled to each registry.

Anyone changing platform

Your history moved onto the portfolio platform you choose, checked line by line, so the new reports start from the right numbers.

What you get

One clean trade record

Every buy, sell, corporate action and reinvestment, by holding and by owner, each tied to the document it came from.

Reconciliation

Holdings agreed to registry and platform statements, with any open item listed alongside the document that would close it.

Platform onboarding

The record loaded to your portfolio platform and checked against it, ready for ongoing reporting.

Records for your accountant

The history in the form your accountant asks for, so their work starts from complete records.

What it is not

We rebuild the records; your accountant and adviser use them.

Not tax advice

We prepare records. Your accountant prepares and lodges any return from them.

Not investment advice

We do not recommend buying, holding or selling any investment.

Tell us what you need.

Tell us what has become complicated.It may be a deal, a business, a portfolio, a claim or a remediation.A few lines is enough.
We reply with how we would approach it.If it is not work we do well, we say so.
You receive a written scope and fee.It is free and carries no obligation.We suggest a call only if it helps.

Tell us what you need → Prefer to talk? Book a 30-minute call

Or email contact@datadynamicsau.com