Notice of updates

We’ve updated our Financial Services Guide (FSG), effective 18 November 2025. By continuing to use our services after this date, you accept the revised terms.

Read FSG

icon
HALO logo
halo search icon
Manage

Deep insights, more control

Make smarter decisions with our suite of portfolio management, analysis, and reporting tools.
Halo Mobile

Discover actionable insights

Scan your portfolio holdings to identify trends, assess risks, and discover new opportunities.

Keep track of your investments

Track your performance across multiple portfolios including capital gains, dividends, and foreign exchange.

Hassle-free tax reporting

Receive automated statements that summarises all tax-related transactions over the relevant reporting period.

Key Features

Insights tailored to your portfolio

Explore our suite of portfolio management tools designed to help you make smarter decisions for your portfolio.

Expected Dividends Chart
Get a breakdown all of the dividend payments you are likely to receive from your holdings over a rolling 18-month forecast
Portfolio Analysis
Dive deep into your portfolio's performance with key metrics and benchmarks that allow you to understand risk and return more comprehensively
Factor and Sector Exposure
Visualise asset distribution across sectors and classes to help optimize your portfolio based on your goals, market conditions, and risk tolerance
Signals and Indicators
Stay accountable with institutional-grade signals and indicators identifying potential risk and opportunities across your holdings
Additional Features

Everything you could need for trading, and more.

News & Announcements
Stay on top of your portfolio with the latest news and events across your holdings.
Wealth Snapshot
Get a snapshot of key metrics compared across multiple portfolios.
Foreign Cash Holdings
Hold up to four currencies including AUD, USD, GBP, EUR, and HKD.

Expert Research Team

Our portfolios are hand-selected by our expert investment committee with more than 50 years combined experience in global equity markets.

Ongoing Monitoring

Each portfolio is monitored daily and a comprehensive review takes place every three months. Investors are notified of any recommended portfolio changes.

Greater Control

As beneficial owner of the shares you know exactly what you are invested in, and can take an active approach to trade size and timing.

Curated Auto-investment Strategies

Build or select predefined model portfolios for clients to invest in, creating ready-to-invest, scalable investment strategies.

Going beyond the curve.

Feature rich

At HALO, we understand the importance of comprehensive investment tools. We offer a robust suite of research, management, and investment features designed to cater for every need.

Safe & secure

Your investment security is our top priority. Your assets are held in trusted custody by one of the world's largest and most reputable brokers. This ensures your holdings are protected under industry-leading security protocols.

Next level support

Customer support at HALO isn't just a department; it's a commitment. Our friendly customer success team are standing by to support you by phone, email, and live chat.
Want to learn more?Frequently asked questions.
What is HALO Global?
Halo FAQ

HALO Global is a equities research and execution solution that allows users to analyse and invest in over 35,000 shares and ETFs across 30 exchanges.

HALO Global has been designed by professional fund managers to help investors save time, find better opportunities and make smarter decisions for their portfolios.

Why should I use HALO Global?
Halo FAQ

HALO Global has been designed by professional fund managers to help investors save time, find better opportunities and make smarter decisions for their portfolios.

If you are serious about improving your performance and growing your wealth, HALO Global can help.

 

Important:

Before making an investment decision, you should consider your personal circumstances, objectives and needs and seek a professional investment advice.

How does investing in Models compare to investing in ETFs or managed funds?
Halo FAQ

Unlike ETFs and managed funds, Models give you full transparency and you can add/remove shares in a Model. While we do recommend shares in Models and provide regular updates to the recommendations, we do not manage your portfolio for you. You will always be in full control of your investment.

When you invest in Models, you are the beneficial owner of the individual shares, unlike managed funds and ETFs. Hence you may also receive tax benefits since tax gains and losses are not shared with other investors in a pooled vehicle.

Also, unlike index tracking ETFs, we pick stocks that we believe are likely to outperform others with exposure to the theme.

How can I trust HALO Global as an investment service provider?
Halo FAQ

HALO Global is offered by HALO Technologies Pty Ltd ABN 54 623 830 866 which is a Corporate Authorised Representative No 1261916 of Macrovue Pty Ltd ABN 98 600 022 679, the holder of an Australian Financial Services Licence No 484264. Please read our Financial Services Guide for further information. We are also one of the few Australian companies to be registered as a Qualified Intermediary with the IRS in the U.S.

We have strong governance procedures in place and the management team has several decades of experience with leading fund managers, brokerages, and investment banks. Please see our About Us page for more information.

Our Philosophy
Halo FAQ

There are many great ideas out there. Finding discerning ways to turn those ideas into equity investments can be daunting when you have reams of data and information to wade through and limited access to professional analysis.

At HALO, we do the hard work for you. Our team is dedicated to constructing portfolios of 10 stocks each, called Models, that give you exposure to a selected theme, while also allowing you the flexibility and control to fine-tune as you go.

We are targeting do-it-yourself investors looking for a new way to invest a portion of their savings and engaged in deciding how best to allocate their money. Our users demand the transparency and control that much of the superannuation industry doesn’t provide.

We are committed to looking beyond our own beautiful shores to opportunities in the world’s largest and most dynamic economies so that you don’t miss investing in the next chapter of China’s growth story or the U.S. recovery or the Internet of Things that’s reshaping our lives. The majority of our Models are blind to borders, looking only for the stocks that best express a theme. So, not only are you diversified through multiple companies, you are also geographically diversified.

Come join us and explore a new world of ideas.

See beyond the curve.

One solution for research, investing and portfolio management.