Portfolio · Property · Super · AI

Your wealth,
one place.

Australian private wealth dashboard. ASX equities, property, superannuation, crypto and US stocks, consolidated in one place, updated live, with a weekly written briefing and an accountant-ready CGT report. Free to start; paid plans from $19 a month.

Bank-grade encryptionAustralian ownedYour data is never soldNo broker logins required
The dashboard

Your whole portfolio, on one screen.

app.portworth.com.au
PortWorth dashboard on desktop: net wealth over two years, with markets, super, property and cash broken out by account
PortWorth on a phone: the same net wealth chart with markets, super, property and cash as summary cards
New · Budgeting

Track performance, manage your budget.

Budget tracking with category spend analysis. See exactly where your money goes each month, tracked live against your limits, alongside everything you own.

9:41••• ▮
Monthly Budget
MAY 2026
Spent so far
$6,840 / $11,200
$4,360 remaining · 18 days left

Categories

May →
🏠
Housing$3,200 / $3,200
Full
🛒
Groceries$820 / $1,400
$580
🚗
Transport$340 / $600
$260
🍽️
Dining$680 / $800
$120
🎬
Entertainment$240 / $500
$260
🛍️
Shopping$380 / $400
$20
HOME
HOLDINGS
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Built around three things

Security, intelligence, consolidation.

01
Bank-grade protection
Strict per-client isolation. Your data is never shared, aggregated, or sold.
02
Written briefings
A weekly summary specific to your holdings, with concentration risks flagged.
03
Every platform, one picture
CommSec, Stake, crypto wallets, property, all modelled without handing over access.
Try it, no sign-up

Pick the ETFs you hold. See the X-ray.

Select as many funds as you own and PortWorth maps your real exposure instantly: geography, sectors, asset class, fees, look-through holdings, and exactly where they overlap.

Select one or more ETFs above to run the X-ray.

Sample data for demonstration only. Figures are illustrative and not financial advice.

Platform capabilities

Every number that matters, in one place.

01
Works with any platform
CommSec, Stake, Raiz, crypto wallets. Tell us what you hold and we model it. No broker logins.
02
Live market prices
Real-time ASX & US equities, crypto and AUD/USD, refreshed every five minutes in market hours.
03
Portfolio X-ray
See your true exposure across funds: overlap, concentration, sectors and regions, not just a list.
04
Property intelligence
Mortgage amortisation, rental cashflow and equity tracking, alongside your shares and super.
05
Accountant-ready CGT
A full capital-gains report for the Australian financial year. Share a read-only link at EOFY.
06
Super & retirement
Track superannuation balances and project to retirement, inside the same net-worth picture.
How it works

Up and running in minutes.

Step 01
Create your account
Sign up with email, Google or Apple. Free to start, no credit card required.
Step 02
Add what you own
Enter holdings from any platform: shares, property, super, crypto, cash. No logins required.
Step 03
See your whole picture
Live net worth, an X-ray of your exposure, a weekly briefing and an accountant-ready report.
Pricing

Simple, transparent pricing.

$19/mo

Free to start. Upgrade when you're ready, with no lock-ins and no setup fees. Plans from $19/month.

See all plans →Join the waitlist