Shares · Property · Super · Trusts & SMSFs

What is it all
worth, today?

Shares from 16+ brokers, your super, your property, and the loans against them, as one live figure.

PortWorth is an Australian private wealth dashboard. It holds listed investments, property, superannuation, cash, private assets and the liabilities against them as one dated position — across personal, joint, trust, SMSF and company ownership — with Australian CGT reporting and controlled sharing to your accountant, adviser or broker.

See it in action →View pricing

Built for the whole position

Every asset and every debt, with the CGT report your accountant opens.

$19 / month

Free for ten holdings. No card, no expiry.

What a share tracker cannot show you

  • Your super, beside your shares.
  • The equity left after the mortgage.
  • CGT on the property and the crypto, not just the shares.
  • What the whole lot is worth once the debt comes off.
Imports from CommSec · Stake · IBKR · Vanguard · CoinSpot · + more We never ask for your broker login

See what you’re actually worth

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

Why should you trust it with this?

01
Bank-grade protection
Strict per-client isolation. Your data is never sold or aggregated, and never shared with anyone you have not authorised yourself.
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.

Built for the position that has all of it.

01
Accountant-ready CGT
A full capital-gains report for the Australian financial year. Share a read-only link at EOFY.
02
Property intelligence
Mortgage amortisation, rental cashflow and equity tracking, alongside your shares and super.
03
Trusts, SMSFs and companies
Hold assets in a trust, an SMSF or a company and see each one separately. CGT is calculated at the right discount rate for the structure that owns it — 50% individual and trust, 33⅓% SMSF, none for a company.
04
Portfolio X-ray
See your true exposure across funds: overlap, concentration, sectors and regions, not just a list.
05
Super & retirement
Track superannuation balances and project to retirement, inside the same net-worth picture.
06
Live market prices
Real-time ASX & US equities, crypto and AUD/USD, refreshed every five minutes in market hours.

Nothing to connect, nothing to authorise

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.

What it costs

$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