Prepare a useful handover
Generate a point-in-time summary for a discussion with your professional team.
Reports & restore points
Take a clear record into your next conversation.
Create portfolio reports, explain ownership relationships and return to earlier saved records when you need to.
Prepare a useful handover
Generate a point-in-time summary for a discussion with your professional team.
Explain the structure
Use an ownership diagram to make recorded relationships easier to follow.
Prepare for the conversationPortfolio summary
Keep your information useful
What does the reports & restore points feature do?
Generate PDF reports for supported sections, your dashboard, an ownership diagram or a complete handover. Portfolio restore points preserve earlier record states, with PDF and CSV exports available from saved revisions.
Reports & restore points
The detail behind the view
See the connections behind reports & restore points.
Keeping information in an app is only useful if you can work with it when needed. We included reports for conversations outside the app and restore points for recovering from changes to your portfolio records.
01PDF report
02Ownership diagram
03Restore point
Generate PDF reports for supported sections, your dashboard, an ownership diagram or a complete handover. Portfolio restore points preserve earlier record states, with PDF and CSV exports available from saved revisions.
Less searching. More understanding.
Useful in the moments that matter.
Create portfolio reports, explain ownership relationships and return to earlier saved records when you need to.
Explain the structure
Use an ownership diagram to make recorded relationships easier to follow.
Return to an earlier record
Create a manual restore point or use available daily revisions when correcting changes.
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Start your financial journey today
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Reports & restore pointsA 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.
Keep your records up to date before generating a report.
Choose a PDF report, or open Goals & backups to find a restore point.
Download the permitted export or review a restore point carefully before restoring it.
Inside the feature
See the connected records.
Made for real life
Where this fits into your day.
For households, families and Australians keeping track of more than one account or folder.
Meeting your broker or accountant
Update your records before producing a report. Use the summary as a starting point and keep your source statements available for checking.
Making a large set of record changes
Create a manual restore point before reorganising your records. If you need to return to it, review the earlier state and its sharing settings before restoring.
Keep your records connected
Other features
How are daily restore points created?
The first changed save of a Melbourne calendar day creates a revision. You can also create a manual snapshot.
Can a viewer export everything?
No. Reports follow permissions. A complete report requires access to all sections, and the Viewer Access report is reserved for owners.
How do I make a financial portfolio report for a professional?
Use the app's report options to create a point-in-time summary of your recorded portfolio. Review the values and permissions before sharing the PDF outside the app.
What can a wealth tracker ownership diagram show?
It visualises recorded relationships among people, entities and assets. It can make a discussion easier but cannot verify legal title or beneficial ownership.
Which information can a restore point recover?
The documented restore feature returns supported portfolio records to an earlier saved revision. It should not be treated as a guarantee that deleted document file contents can be restored.
Start with what you have
Make your organised records useful beyond the screen.
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.