Net worth dashboard
Bring the assets you own and the debts you owe into one view, so you can understand the bigger picture.
- Understand what it adds up to
- Keep the context close
- Make it your own
Financial Portfolio features
One financial life.
Every detail connected.
Your home, super, savings and paperwork all belong to the same story. Bring them together in an Australian wealth tracker app that helps you see what you have, how it connects and who needs to know.
Explore what you can do
A place for the big picture. And the details behind it.
Begin with the part of your financial life you want to organise. Each feature connects to the next, so useful information stays together.
Assets
Keep property, super, shares, savings and other assets together, with their recorded values, owners and supporting documents.
- See more of what you own
- Make ownership clear
- Find the supporting details
Liabilities
Organise mortgages, loans and credit card balances with the borrowers, assets and paperwork connected to them.
- See your debts together
- Connect borrowing to its context
- Keep terms within reach
People & ownership
Bring individuals, families, companies, partnerships and trusts into the same financial picture.
- Keep shared ownership clear
- Organise different structures
- Prepare for conversations
Document vault
Store statements, policies and other supporting files beside the asset, person or obligation they explain.
- Find the right file in context
- Keep sharing deliberate
- Keep a copy when you need it
Insurance overview
Organise policy details, renewal dates, recorded cover and beneficiaries alongside related assets and documents.
- See policies together
- Keep renewal dates visible
- Connect cover to context
Goals & progress
Set a measurable portfolio goal and see how your recorded assets, liabilities or net worth compare with it.
- Choose a relevant measure
- Focus on selected records
- Review recorded progress
Family & professional sharing
Give a family member or professional controlled, read-only access to selected sections of your portfolio.
- Reduce reliance on one person
- Keep control of the scope
- Prepare for professional support
Reports & restore points
Create portfolio reports, explain ownership relationships and return to earlier saved records when you need to.
- Prepare a useful handover
- Explain the structure
- Return to an earlier record
Commitments & renewals
Organise utilities, registrations, rates and maintenance alongside the people and assets they relate to.
- Keep commitments together
- Know what a cost belongs to
- Keep a service history
Feature availability and record detail vary by plan. Compare Core, Plus and Enriched.
Ready to take control?
Start your financial journey today
Join Financial Portfolio and experience a simpler, more organised way to manage what matters most.
View plans
Make the next step yours
From exploring features to getting organised.
Find an approach that fits your life, try a free tool, or follow a practical guide.
How does Financial Portfolio connect my financial records?
An asset can be linked to its owners, related liabilities and supporting documents. Policies and recurring commitments can also connect to relevant records, so you can follow the context behind a number rather than searching through separate files. Available detail depends on your plan.
What can an Australian wealth tracker app organise?
Financial Portfolio brings your recorded assets, debts, ownership relationships, policies, documents and commitments into connected sections. Start with the net worth dashboard, then open the underlying records for context.
Does Financial Portfolio connect to Australian banks?
No. You currently enter and maintain most values yourself. Open banking and automatic transaction imports are not available; connected-data features are in development.
Which wealth tracker features help families?
People and ownership records, selected read-only viewer access, explicit document sharing and PDF reports can help you explain the information to someone you trust. Access to a record is not legal authority to act.
How do I start organising my financial portfolio?
Start with the people or entities involved, then add a familiar asset and any related debt. Check the recorded values against your statements and build from there. The first-records tutorial walks through this approach.
Which Financial Portfolio features are available on each plan?
Core covers the basic financial picture. Plus adds more detailed records and tools for growing portfolios and families. Enriched is in development. Check the pricing page for current plan information before deciding which features you need.
Start with what you have
Bring your financial life into focus.
You do not need every detail on day one. Start with the records that matter most, then build a clearer picture at your own pace.