Product tour and guided walkthrough
Browse the platform by module. Every screenshot is zoomable for full detail, and Pro screens are clearly marked. If you are new to investing terminology, start with Learn.
Browse modules
Use filters to keep the tour focused. Pro screens are labelled clearly.
Module
Portfolio management core
Portfolio-first workflows designed for consistent valuation, clean totals, and fast review.
Portfolio dashboard
A consolidated view of the total portfolio position. Track value, holdings, and performance with consistent structure and valuation.
How it works
- Aggregates member holdings and cash into a portfolio-level view.
- Keeps totals consistent by valuing instruments in the portfolio’s base currency.
- Supports disciplined review with clear hierarchy and stable reporting.
Best used for
A fast, trustworthy overview of the total position before making portfolio decisions.
EOFY-ready Net Assets reporting for clean year-by-year review of portfolio growth and valuation outcomes.
How it works
- Presents Net Assets in a legible year-by-year format.
- Supports disciplined review across financial years.
- Designed to reduce ambiguity in portfolio performance discussions.
Best used for
Reviewing growth outcomes across financial years in a reporting-friendly format.
EOFY-ready Net Income reporting to keep income outcomes clearly separated from asset growth.
How it works
- Separates income from asset growth for clearer interpretation.
- Supports yield and cashflow review discussions.
- Complements Net Assets reporting for complete performance context.
Best used for
Understanding income outcomes (dividends, distributions) across financial years.
Scenario planning for future value. Model targets, contribution cadence, and time horizons to support structured goal planning.
How it works
- Run projections using assumptions you control (time horizon and contribution cadence).
- Use forecasts as decision support for goal setting and discipline.
- Designed to make targets, timelines, and contributions explicit and reviewable.
Best used for
Turning future goals into measurable timelines and contribution plans.
Module
Members and real-world ownership
Member-aware accounting for individuals and families. Member views roll up cleanly into portfolio totals while retaining attribution.
Member dashboard
A member’s personal view of holdings and activity. Designed for clarity when multiple people share a single portfolio structure.
How it works
- Tracks member-level positions while remaining integrated with portfolio totals.
- Supports structured capture of activity without losing attribution.
- Built for family portfolios and shared ownership arrangements.
Best used for
Reviewing a single person’s position without breaking the portfolio structure.
EOFY-ready Net Assets reporting for a member, designed for clean year-by-year review.
How it works
- Separates growth (Net Assets) from income views for clean interpretation.
- Supports disciplined review across financial years.
- Built to reduce ambiguity and improve decision clarity.
Best used for
Member growth reporting that stays consistent with portfolio totals.
EOFY-ready Net Income reporting for a member, with clear attribution of income outcomes.
How it works
- Provides income visibility per member for clear attribution.
- Supports yield and dividend review discussions.
- Complements Net Assets reporting for complete member performance context.
Best used for
Income attribution by member for clear accountability and review.
Member-specific scenario forecasting for personal goals, timelines, and planning—without breaking portfolio structure.
How it works
- Runs projections at the member level for goal planning and time horizons.
- Keeps planning aligned with portfolio attribution and structure.
- Designed for clarity: what it might take, and how long it could take.
Best used for
Personal goal planning for individuals inside a shared portfolio structure.
Module
Cashflow: contributions, dividends, and withdrawals
Track inflows and outflows with attribution to members and instruments—designed for auditability and reporting integrity.
Contributions, Dividends & Reinvestments
Records portfolio inflows with clean attribution: contributions, dividend income, and dividend reinvestments.
How it works
- Supports cash contributions, dividend income, and dividend reinvestments.
- Each entry is attributed to the correct member and instrument.
- Improves income and reporting integrity through auditable records.
Best used for
Keeping inflows auditable so reporting and attribution stay reliable over time.
Withdrawals & Cash Outflows
Manages cash outflows and reflects them accurately across ownership, performance, and reporting views.
How it works
- Supports withdrawals, tax payments, fees and charges, and other expenses.
- Outflows reduce available cash and are reflected across dashboards and reports.
- Designed to preserve consistency across ownership, performance, and reporting.
Best used for
Capturing real-world expenses so performance and reporting remain accurate.
Module
Instruments and market coverage
Build a structured instrument library across 47 Markets including Crypto. Classify holdings for scalable organisation and consistent reporting.
Instrument manager
Create and manage instruments across supported markets and classify them into consistent investment groups as the portfolio grows.
How it works
- Supports a structured library for 47 different Markets and Crypto instruments.
- Classification groups maintain a professional structure as holdings scale.
- Designed to reduce operational friction and improve reporting consistency.
Best used for
Keeping instrument coverage clean and scalable as holdings expand over time.
Module
Transparency, concentration, and ownership
Governance visibility for shared portfolios: concentration, allocation behaviour, and ownership attribution (Pro).
A deeper breakdown of holdings and value distribution to make concentration risk and allocation behaviour visible.
How it works
- Makes concentration and distribution visible for disciplined oversight.
- Supports clearer review for shared portfolios and serious investors.
- Designed for legibility: understand where the portfolio is truly concentrated.
Best used for
Seeing concentration risk clearly—before it becomes an avoidable problem.
Clear ownership visibility in multi-member portfolios. Understand proportional ownership for governance and alignment.
How it works
- Calculates ownership based on member value versus total portfolio value.
- Improves governance clarity for families, partnerships, and shared structures.
- Designed to keep ownership transparent and easy to explain.
Best used for
Clear ownership attribution for families and shared portfolio governance.
Module
Configuration and portfolio setup
Foundational settings that underpin reporting accuracy: members, base currency, and portfolio structure.
Member information
Configure members, base currency, and the portfolio structure used across valuation, ownership attribution, and reporting.
How it works
- Base currency supports consistent valuation and readable reporting.
- Member setup supports attribution and structured multi-member portfolios.
- Designed to keep the model stable as complexity increases.
Best used for
Correct setup that keeps totals stable and reporting consistent from day one.
Next steps
If you want to compare what’s included in Free vs Pro, the pricing page provides a clean breakdown. If you prefer to review all UI screens in one place, use the screenshot gallery.