Who Financial Portfolio is for
A home, a family, a new chapter or a full working week. Start with the situation you recognise, then bring your assets, debts, people and documents into a record you can understand and maintain.
Find your starting point
You do not need a large portfolio to benefit from clearer records. Choose the guide closest to your situation. If more than one fits, use the starting steps that help you most.
Keep your home, investment properties and related loans in context. Connect owners, recorded values, insurance and documents without losing sight of your wider financial picture.
Start with One property, its mortgage and its supporting paperwork.
Organise your property records
Make household financial information easier to find and explain. Organise assets, debts, policies and useful contacts, then choose what to share with trusted people using Portfolio Plus.
Start with The records someone else would need help finding.
Organise household records
Bring super, savings, debts and important documents into one maintained record. Prepare for useful conversations with family or professionals, with the source and date of your information close by.
Start with Your current statements and the people who know the background.
Organise retirement records
Keep the details behind your financial picture together when time is limited. Replace repeated searches through statements and folders with a review routine you can return to.
Start with One asset, one related debt and the latest source documents.
Build your review routineOne record with useful context
A total is easier to understand when you can find the information behind it. Financial Portfolio connects what you own and owe with the people involved and the documents that explain the record. You maintain the values and decide when they need a review.
Owners and borrowers can be different. A recorded relationship helps explain your information; it does not verify legal ownership or grant authority to act.
Explore connected featuresBuild the picture gradually
Choose a statement, policy or document you can check against.
Add the asset or debt, the people involved and the supporting paperwork.
Return when your circumstances or source documents change. Use the dashboard and reports to explain the information you have recorded.
Free forever for personal use
Portfolio includes one portfolio, 25 MB of document storage, built-in fields, dashboard and reports. No credit card is required. You can build a useful personal record without starting a paid subscription.
Free forever
Portfolio Plus adds up to five portfolios, 250 MB of storage, custom fields and viewer access. Try it free for three months, then choose whether to subscribe for A$79 a year or A$7.99 a month. We will email you before the trial ends.
Keep the picture connected
Working with a company or trust as well? Explore trust and company records to keep entities, ownership and supporting documents in context.
Start with the situation closest to your immediate task. Choose property records if a home and mortgage are your focus, household records if information is scattered across the family, retirement records if you are preparing for a new chapter, or the professional guide if you need a manageable review routine. You can use more than one guide.
No. One home, a savings account, a loan or a set of household documents can be a useful starting point. Portfolio is free forever for personal use and includes one portfolio with 25 MB of document storage.
You can record people and ownership relationships in your portfolio. Portfolio Plus also provides viewer access to selected sections, with documents shared separately. The free Portfolio plan does not include viewer access. A viewer permission is not legal authority to act for someone.
No. You enter and maintain most values yourself. Keep the source and date with the record and review the information when your statements or circumstances change. Automatic bank transaction imports are not currently available.
No. Financial Portfolio helps organise and explain recorded information. It does not recommend investments, calculate benefit eligibility or replace a will, power of attorney or professional advice.
Start with what you know
Begin with one useful record. Connect the detail as you go, and leave yourself a clearer place to return to.
