Screenshot gallery

Prioritised portfolio to-do list — rebalancing nudges, drift alerts, contribution reminders, and tax deadlines, ranked by urgency.

Prioritised portfolio to-do list — rebalancing nudges, drift alerts, contribution reminders, and tax deadlines, ranked by urgency.

Daily health score (0-100), top movers, pending dividends, and AI-generated actionable insights.

Daily health score (0-100), top movers, pending dividends, and AI-generated actionable insights.

Consolidated portfolio command centre — holdings, P&L, allocation bars, 52-week indicators, and portfolio insights.

Consolidated portfolio command centre — holdings, P&L, allocation bars, 52-week indicators, and portfolio insights.

The full dashboard in the new polished light theme — same data, daylight look.

The full dashboard in the new polished light theme — same data, daylight look.

Consistent theming keeps the member identity clear across every screen.

Consistent theming keeps the member identity clear across every screen.

Individual member view with personal holdings, account summary, portfolio insights, and allocation breakdown.

Individual member view with personal holdings, account summary, portfolio insights, and allocation breakdown.

Visual cues reduce mistakes and improve navigation speed across members.

Visual cues reduce mistakes and improve navigation speed across members.

A member's personal view in the light theme — holdings, insights, and their own colour identity intact.

A member's personal view in the light theme — holdings, insights, and their own colour identity intact.

Each member has a unique colour theme for instant recognition across the app.

Each member has a unique colour theme for instant recognition across the app.

Detailed transaction history with allocation-by-sector breakdown, CGT data, and add-transaction form.

Detailed transaction history with allocation-by-sector breakdown, CGT data, and add-transaction form.

Target vs actual allocation comparison with rebalance suggestions and pie chart.

Target vs actual allocation comparison with rebalance suggestions and pie chart.

Annual dividend income overview with monthly breakdown, ex-dates, payment dates, and yield data.

Annual dividend income overview with monthly breakdown, ex-dates, payment dates, and yield data.

Member-by-member breakdown of each holding with sector exposure and stacked ownership chart.

Member-by-member breakdown of each holding with sector exposure and stacked ownership chart.

Net income by financial year with selected year summary, dividend and interest breakdown.

Net income by financial year with selected year summary, dividend and interest breakdown.

Member-level growth projections with multi-scenario comparison and probability analysis.

Member-level growth projections with multi-scenario comparison and probability analysis.

Per-member EOFY net assets tracking with contributions, withdrawals, and return analysis.

Per-member EOFY net assets tracking with contributions, withdrawals, and return analysis.

Per-member income performance across financial years with dividend and interest breakdown.

Per-member income performance across financial years with dividend and interest breakdown.

Centralised alerts for bills, dividends, rebalancing reminders, tax deadlines, and goal milestones.

Centralised alerts for bills, dividends, rebalancing reminders, tax deadlines, and goal milestones.

Donut chart of member ownership percentages with dollar value breakdown for shared portfolios.

Donut chart of member ownership percentages with dollar value breakdown for shared portfolios.

Year-on-year EOFY net assets tracking with opening/closing values and return percentages.

Year-on-year EOFY net assets tracking with opening/closing values and return percentages.

EOFY income performance with dividend and interest breakdown by financial year.

EOFY income performance with dividend and interest breakdown by financial year.

Growth projections with configurable assumptions, goal milestones, and exponential projection chart.

Growth projections with configurable assumptions, goal milestones, and exponential projection chart.

Portfolio rebalancing tool with current vs target allocations and specific buy/sell suggestions.

Portfolio rebalancing tool with current vs target allocations and specific buy/sell suggestions.

Configurable PDF report builder — select members, report type, date range, and sections to include.

Configurable PDF report builder — select members, report type, date range, and sections to include.

Portfolio risk assessment with concentration analysis, diversification scoring, and risk warnings.

Portfolio risk assessment with concentration analysis, diversification scoring, and risk warnings.

Capital gains estimation, cost base tracking, realised vs unrealised gains, and tax-loss harvesting candidates.

Capital gains estimation, cost base tracking, realised vs unrealised gains, and tax-loss harvesting candidates.

Capital gains analysis with harvest/sell suggestions, CGT discount eligibility, and estimated tax impact.

Capital gains analysis with harvest/sell suggestions, CGT discount eligibility, and estimated tax impact.

Detects the disposition effect, overtrading, home bias, and loss aversion from your own trade history.

Detects the disposition effect, overtrading, home bias, and loss aversion from your own trade history.

Hindsight P&L on every sell decision, with a Buy-and-Hold You twin and cumulative impact of selling.

Hindsight P&L on every sell decision, with a Buy-and-Hold You twin and cumulative impact of selling.

Five-factor (market, size, value, momentum, quality) decomposition of your modelled return.

Five-factor (market, size, value, momentum, quality) decomposition of your modelled return.

10,000-path Monte Carlo simulation with the probability of hitting your goal and a smart contribution suggestion.

10,000-path Monte Carlo simulation with the probability of hitting your goal and a smart contribution suggestion.

Replay your current portfolio through the GFC, COVID, dot-com, and 2022 drawdowns — depth, duration, and recovery.

Replay your current portfolio through the GFC, COVID, dot-com, and 2022 drawdowns — depth, duration, and recovery.

Classifies the current market — Calm Bull, Volatile Bull, Mean-Reverting Bear, or Crisis — and your positioning.

Classifies the current market — Calm Bull, Volatile Bull, Mean-Reverting Bear, or Crisis — and your positioning.

Every trade scored against an S&P 500 counterfactual — your personal selection alpha and cumulative skill.

Every trade scored against an S&P 500 counterfactual — your personal selection alpha and cumulative skill.

The Pulse Engine's live dashboard — volatility, drawdown, VaR, Sharpe, beta, and more, each with a plain-English read.

The Pulse Engine's live dashboard — volatility, drawdown, VaR, Sharpe, beta, and more, each with a plain-English read.

Register physical and non-portfolio assets — property, vehicles, collectibles — for complete household net worth.

Register physical and non-portfolio assets — property, vehicles, collectibles — for complete household net worth.

Manage accounts, balances, and credit limits with per-account import history and one-click undo.

Manage accounts, balances, and credit limits with per-account import history and one-click undo.

Forward cash-flow forecast with live balances, low-balance warnings, and automatic paid-reconciliation.

Forward cash-flow forecast with live balances, low-balance warnings, and automatic paid-reconciliation.

Per-category envelopes with live variance, Essential/Lifestyle/Waste tiering, and money-you-could-redirect insights.

Per-category envelopes with live variance, Essential/Lifestyle/Waste tiering, and money-you-could-redirect insights.

Pattern → category rules that auto-tag every future import, so you tidy once and it stays automatic.

Pattern → category rules that auto-tag every future import, so you tidy once and it stays automatic.

Compare avalanche, snowball, and custom payoff strategies with projected timelines and interest savings.

Compare avalanche, snowball, and custom payoff strategies with projected timelines and interest savings.

All household debts in one place with balances, interest rates, and projected debt freedom date.

All household debts in one place with balances, interest rates, and projected debt freedom date.

Unified household view with combined net worth, wellness score, and at-a-glance summaries for every family member.

Unified household view with combined net worth, wellness score, and at-a-glance summaries for every family member.

Your financial control room — quick actions, alerts, upcoming bills, and key metrics all surfaced in one hub.

Your financial control room — quick actions, alerts, upcoming bills, and key metrics all surfaced in one hub.

A guided setup that gets a whole household organised in about five minutes.

A guided setup that gets a whole household organised in about five minutes.

Household income streams and expenses with category breakdowns, savings rate analysis, and trends.

Household income streams and expenses with category breakdowns, savings rate analysis, and trends.

Money In → Accounts → Money Out in one view, with inflow sources, balances, and outflow destinations.

Money In → Accounts → Money Out in one view, with inflow sources, balances, and outflow destinations.

Interactive timeline of assets, liabilities, and net worth with milestone markers and period-over-period growth.

Interactive timeline of assets, liabilities, and net worth with milestone markers and period-over-period growth.

Inbox-style triage for uncategorised spending and untagged income, in one place.

Inbox-style triage for uncategorised spending and untagged income, in one place.

Target and date trackers with required-monthly calc, on-track status, and a Budgets surplus tie-in.

Target and date trackers with required-monthly calc, on-track status, and a Budgets surplus tie-in.

Category breakdown, 12-month trend, and top merchants with month-over-month deltas.

Category breakdown, 12-month trend, and top merchants with month-over-month deltas.

All recurring subscriptions with monthly/annual costs, categories, renewal dates, and cost optimisation insights.

All recurring subscriptions with monthly/annual costs, categories, renewal dates, and cost optimisation insights.

What your family earns, spends, and keeps — in plain English, with ranked opportunities (each with its dollar impact) and a timeline of the dates that matter.

What your family earns, spends, and keeps — in plain English, with ranked opportunities (each with its dollar impact) and a timeline of the dates that matter.

Bank-statement CSV import with automatic categorisation, auto-linking to bills and income, and duplicate detection.

Bank-statement CSV import with automatic categorisation, auto-linking to bills and income, and duplicate detection.

Financial goals with target amounts, progress tracking, on-track/at-risk status, and milestone tracking.

Financial goals with target amounts, progress tracking, on-track/at-risk status, and milestone tracking.

Simulate your portfolio against the GFC, COVID crash, or dot-com bust with resilience scoring and drawdown analysis.

Simulate your portfolio against the GFC, COVID crash, or dot-com bust with resilience scoring and drawdown analysis.

Interactive scenario modelling with parameter sliders, real-time outcome calculation, and scenario comparison.

Interactive scenario modelling with parameter sliders, real-time outcome calculation, and scenario comparison.

App version info, licensing details, legal notices, and acknowledgements.

App version info, licensing details, legal notices, and acknowledgements.

Complete activity log of all system actions — trades, configuration changes, and user operations.

Complete activity log of all system actions — trades, configuration changes, and user operations.

Multi-currency cash accounts with deposits, withdrawals, interest rates, and transaction history.

Multi-currency cash accounts with deposits, withdrawals, interest rates, and transaction history.

Auditable capital contributions and dividend inflows attributed to each member.

Auditable capital contributions and dividend inflows attributed to each member.

Build and classify instruments across 28+ markets with colour-coded groups and P/E data.

Build and classify instruments across 28+ markets with colour-coded groups and P/E data.

Add and configure member profiles, roles, base currencies, and portfolio structure.

Add and configure member profiles, roles, base currencies, and portfolio structure.

Withdrawal history with cumulative tracking and net contribution summary per member.

Withdrawal history with cumulative tracking and net contribution summary per member.

Every page and action one keystroke away — with full keyboard shortcuts throughout the app.

Every page and action one keystroke away — with full keyboard shortcuts throughout the app.

Instant theme switching across the entire app — themed down to the title bar, no restart required.

Instant theme switching across the entire app — themed down to the title bar, no restart required.