Why PortWorth

More than a portfolio tracker.

Your broker shows your shares. Your bank shows your cash. Your super fund posts a PDF once a year. PortWorth shows the lot — as one number that's true today.

What the name means

Port + worth.

A port is where ships come home to be counted, sheltered, and sent out again. Worth is what it all adds up to. PortWorth is the harbour for everything you own — shares, super, property, crypto, cash — gathered in one place, counted daily, watched while you sleep.

And it hides in plain sight: port is the first half of portfolio. Worth is the whole point of tracking one.

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 — 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.

FeaturePortWorthPortfolio trackers
Net wealth view (all assets in one number)
ASX, US & crypto portfolio tracking
Property equity & mortgage tracking
Superannuation trackingLimited
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 priceFree · then $49/mofrom $19/mo

Feature information based on publicly available data as of May 2026.

From the founder

Why I called it PortWorth.

I built this because 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 the port — one harbour where every asset docks — and the worth takes care of itself. The name was the easy part. It's the two halves of a portfolio: the port where it lives, and the worth you keep.

“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
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