Step-by-step guides for every part of PortWorth. After a quick answer instead? Try the FAQ.
Each guide walks you through a feature in detail: from recording your first trade to running a Monte Carlo simulation of your retirement.
Set up your account, add your first holdings, and understand the dashboard layout.
Log ASX, US stocks, and crypto trades with correct cost basis, brokerage, and splits.
Add cash, super, property, and loans to see your complete financial picture in one number.
Cost base, the 12-month discount, and how a capital gain is worked out for an Australian return.
Where the CSV lives in CommSec, which date range to pick, and what to do with the file.
How FIFO matching works, the 50% discount, and exporting your P&L report for your accountant.
Set up income, recurring expenses, savings targets, and link entries to your investments.
Calculate your Financial Independence number and project how many years away you are.
Monte Carlo projections, Historical Replay, and Stress Testing your portfolio.
Add properties, link mortgages, get AI valuations, and monitor your LVR over time.
Use the Research tab to analyse stocks, ask portfolio questions, and pin key insights.
Enable TOTP two-factor authentication and add a passkey (Face ID, Touch ID).
Let Claude or ChatGPT read your portfolio. You choose what it sees, and cut it off whenever you want.
The FAQ covers the short questions: what PortWorth tracks, how your data is handled, what it costs, and whether you need to share a broker login. It also carries a glossary of the terms used across the app.
Use the chat button in your dashboard, or reach us through the contact page.