See more of what you own
Keep different asset types in one portfolio, from property and super to savings and valuables.
Assets
Bring what you own into one clear view.
Keep property, super, shares, savings and other assets together, with their recorded values, owners and supporting documents.
See more of what you own
Keep different asset types in one portfolio, from property and super to savings and valuables.
Make ownership clear
Link each asset to its owners and record the relevant ownership percentages.
Recorded property valueA$1,900,000
A place for everything you own
What does the assets feature do?
Create an asset record with fields suited to what you own. Record its value, connect its owners and ownership percentages, and keep supporting information alongside it. Property, superannuation, shares, bank accounts, vehicles, businesses and valuables can each have their own place.
Your asset records
The detail behind the view
See the connections behind assets.
Your home, super and savings may be recorded across different statements and spreadsheets. We included an asset register so you can find what you own and understand who owns it without piecing the information together each time.
01Property
02Ownership
03Supporting files
Create an asset record with fields suited to what you own. Record its value, connect its owners and ownership percentages, and keep supporting information alongside it. Property, superannuation, shares, bank accounts, vehicles, businesses and valuables can each have their own place.
Less searching. More understanding.
Useful in the moments that matter.
Keep property, super, shares, savings and other assets together, with their recorded values, owners and supporting documents.
Make ownership clear
Link each asset to its owners and record the relevant ownership percentages.
Find the supporting details
Keep documents and notes alongside the asset they explain.
Ready to take control?
Start your financial journey today
Join Financial Portfolio and experience a simpler, more organised way to manage what matters most.
AssetsA closer look
How it works
Start simply. Build as you go.
You bring the information. Financial Portfolio gives it a structure you can come back to.
Choose an asset type and give the record a recognisable name.
Enter its recorded value and link the relevant people or entities as owners.
Add supporting documents and update the record when your information changes.
Made for real life
Where this fits into your day.
For households, families and Australians keeping track of more than one account or folder.
Keep joint ownership clear
Record the family home and link its owners with their recorded shares. Keep the documents that explain the property alongside it.
Wealth across different places
Give your super, savings, shares and other assets their own records. You can review what you own even when the information comes from different institutions.
What assets can I track in Financial Portfolio?
Supported types include property, shares, bank accounts, superannuation, vehicles, businesses, valuables and other holdings. Choose the type that matches your record.
Can I track a jointly owned property?
Yes. An asset can link to multiple owners with ownership percentages. Recording those details does not establish or change legal ownership.
How do I keep my asset values up to date?
Review your records against your own statements and valuation information, then update the recorded values. There is no automatic portfolio-wide price refresh.
How can I replace an asset spreadsheet?
Start by listing what you own, then add a record for each asset with its value, owners and supporting documents. Financial Portfolio keeps those relationships together so you can return to the detail behind your totals.
Start with what you have
Give everything you own a place.
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.