Financial Portfolio is designed for individuals and families who want a clearer way to manage their financial portfolio and prepare for the future.

Unlike spreadsheets, a wealth tracker keeps your financial information structured, easier to understand and available when you need it.

You can organise assets, liabilities, financial documents, insurance policies, subscriptions, professional contacts and other important information.

You can access your financial portfolio online whenever you need to review or update your information.

Yes. It helps families organise financial information so trusted loved ones know where important records are when they are needed.

The wealth tracker brings your assets, liabilities and financial records into one organised dashboard, giving you a clearer view of your financial position.

Yes. Financial Portfolio helps you calculate and monitor your net worth by comparing your recorded assets with your liabilities.

You can track property, vehicles, investments, bank accounts, businesses, valuables and other personal or family assets.

Yes. You can store important financial documents alongside the assets, accounts, people or entities they relate to.

Yes. Portfolio & Goals lets you record financial goals, monitor progress and keep long-term plans organised.

Yes. You can record subscriptions, utility providers, payment accounts, renewal dates and other recurring financial commitments.

Financial Portfolio is designed around privacy, owner control and permission-led access. Security claims must reflect the platform's implemented and verified safeguards.

The portfolio owner controls who may view the portfolio and which sections or individual records each trusted viewer can access.

Trusted viewers are intended to receive read-only access unless a future product permission explicitly provides otherwise.

Digital storage reduces reliance on paper files and notebooks while making important documents easier to organise, search and retrieve.

You can give selected family members or trusted people permission to view the information they may need.

A properly maintained digital portfolio can preserve a recoverable copy of important information that may otherwise be lost, stolen or damaged.

An organised financial portfolio helps you understand your financial life today and reduces uncertainty for the people who may need the information later.

It gives trusted family members a clearer record of your assets, documents, providers, professional advisers and important financial commitments.

Financial Portfolio does not replace legal advice, but it can help organise the financial records and supporting documents used during estate planning and administration.

Keeping your portfolio organised and assigning appropriate access can help prevent your family or next of kin from being left to search through spreadsheets, filing cabinets and notebooks.

Review it regularly and whenever you add or sell an asset, change an account, update insurance, appoint a professional adviser or make a significant financial decision.

It replaces scattered spreadsheets, notebooks and paper records with one structured private wealth tracker that is easier to maintain, understand and share appropriately.