Why PortWorth: More Than a Portfolio Tracker

The problem we solve

Your wealth is in seven places. None of them talk.

A brokerage account. A super fund. An investment property. A crypto wallet. A bank account. A mortgage. Maybe an SMSF. Each one reports in isolation — different logins, different formats, different timing. No single number tells you where you actually stand.

PortWorth consolidates every asset and liability into one live ledger, updated daily, with Australian tax rules built in. So you always know the number that matters: your true net worth, right now.

Why PortWorth

Three reasons it exists.

01 · The whole picture

Nobody shows you everything

Your broker shows shares. Your bank shows cash. Super posts a PDF once a year.
PortWorth shows the lot: ASX & US shares, super, property, crypto, cash and loans, all as one number that's true today.
Live prices, daily AI alerts, weekly reports. Automatically.

02 · Versus the spreadsheet

Your spreadsheet deserves to retire

You already track your wealth, in a spreadsheet that's stale the moment you save it.
PortWorth updates itself: live ASX, US, FX, crypto and property values in one ledger.
Dividends, franking credits and CGT done the Australian way, July to June.

03 · The private office

A private office without ten million

The wealthy have family offices: someone watching everything, reporting weekly, missing nothing.
PortWorth is that office, in software, with an AI analyst on staff.
Daily alerts, analyst targets, week-in-review emails, an audit trail to the cent.

Our approach

Three things we get right.

01 · Security

Bank-grade protection

PBKDF2 password hashing, HMAC-SHA256 signed sessions, and strict per-client data isolation. Your data is never shared, never aggregated, never sold.

02 · Intelligence

Written portfolio briefings

Each week, a written summary of your portfolio: scenario analysis, concentration risks flagged, broker consensus. Specific to your holdings, not generic market news.

03 · Consolidation

Every platform, one picture

CommSec, Stake, micro-investing platforms, crypto wallets. Model your holdings from any platform without handing over account access. Your data stays yours.

How we compare

More than a portfolio tracker.

Feature	PortWorth	Most portfolio trackers
Net wealth view (all assets in one number)	✓	—
ASX, US & crypto portfolio tracking	✓	✓
Property equity & mortgage tracking	✓	—
Superannuation tracking	✓	Limited
Budget & cashflow tracker	✓	—
AI-powered weekly portfolio briefing	✓	—
Daily AI alerts on your holdings	✓	—
Adviser read-only share link	✓	—
Multi-entity (SMSF, trust, company)	✓	Limited
CGT report & tax-ready export	✓	✓
Starting price	Free · then from $19/mo	from $19/mo

A general comparison against widely-used portfolio trackers, based on publicly available data as of May 2026. Individual products vary.

From the founder

Why I built it.

My own money lived in seven tabs: a broker here, super there, crypto somewhere else, a property guess in a spreadsheet. Nothing would tell me the only number that mattered: what is it all worth, today? So I built it.

“I spent a long time looking for a platform that could handle shares, property, super and crypto together and still produce something useful at tax time. Nothing did all of it. So I built it.”

Angus, founder · Gold Coast