Features
Everything a serious Australian investor needs.
A full wealth operating system for portfolio tracking, Australian tax, dividends, super, cash, assets, and debt.
Investments
Portfolio intelligence without the spreadsheet.
Track ASX and US shares, ETFs, crypto, employee equity, and registry lots with cost basis and market value in AUD.
ASX + US holdings
Crypto in AUD
Employee share schemes
Share registry imports
Tax and income
Australian tax, dividends, and franking credits built in.
See CGT strategy outcomes, dividend income by month, franking credits, and accountant-ready FY exports from the same records.
FIFO / LIFO / Min-gains
50% CGT discount flags
Dividend calendar
FY tax exports
Net worth
The whole picture, not just your brokerage balance.
Roll super, cash, property, commodities, credit cards, loans, and investments into one net worth number.
Super snapshots
Bank accounts
Physical assets
Debt tracking
Integrations
Import from the platforms you already use.
MooMooStakeWebullBybitBinanceCoinstashCommSecComputershareLink Market ServicesUniSuper
Early access
Ready to see your complete picture?
Join early access and bring your portfolio, tax, dividends, super, cash, assets, and debt into one Australian wealth dashboard.
14+ brokers supportedBuilt for Australian taxNo credit card required