Screenshot gallery
Explore the real UI with zoomable screenshots. Use Fit-to-screen for quick review, then Zoom 100% for fine detail. Pro screens are clearly marked.
Portfolio
4
Members
7
Cashflow
3
Instruments
1
Governance
3
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Area
Portfolio
4 screens in this area.
Portfolio dashboard
Portfolio
A consolidated portfolio command centre for holdings, value, and performance.
Portfolio forecasting
Portfolio
Scenario planning for targets, time horizons, and contribution assumptions.
Portfolio performance — Net Assets
Portfolio
EOFY-ready Net Assets reporting at portfolio level.
Portfolio performance — Net Income
Portfolio
EOFY-ready Net Income reporting at portfolio level.
Area
Members
7 screens in this area.
Alternate Member dashboard
Members
Each member has a unique theme for instant recognition across the app.
Alternate Member dashboard
Members
Consistent theming keeps the member identity clear across every screen.
Alternate Member dashboard
Members
Designed for speed: visual cues stay consistent to reduce mistakes and improve.
Member dashboard
Members
Member-level holdings and transactions that roll up into the portfolio view.
Member forecasting
Members
Member-specific projections to support goals and long-term planning.
Member performance — Net Assets
Members
EOFY-ready Net Assets reporting per member.
Member performance — Net Income
Members
EOFY-ready Net Income reporting per member.
Area
Cashflow
3 screens in this area.
Cash accounts
Cashflow
Separate cash accounts with interest accrual and clean history tracking.
Contributions, Dividends & Reinvestments
Cashflow
Auditable inflows attributed to member and instrument.
Withdrawals & Cash Outflows
Cashflow
Outflows reflected accurately across reporting and ownership.
Area
Instruments
1 screen in this area.
Instrument manager
Instruments
Build and classify instruments across 47 Markets including Crypto markets.
Area
Governance
3 screens in this area.
Member information
Governance
Configure members, base currency, and portfolio structure.
Ownership calculation
Governance
Clear ownership visibility for shared portfolios and governance.
Portfolio breakdown
Governance
Understand concentration and allocations across members and instruments.