Financial PortfolioPrivate Wealth Tracker
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Private Wealth Tracker

Simplify Your Financial Portfolio, Secure Your
Family's Future

Financial Portfolio is an Australian wealth tracker app for the full picture: what you own, what you owe, who is involved and where the paperwork lives. Bring your recorded assets, debts, super, policies and documents together, then update the values as life changes.

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  • Access you control
  • Records you can update
  • Made for Australians
Financial Portfolio dashboard showing net position, asset allocation, liabilities, insurance cover, goals and upcoming renewals
Understand what it adds up to

Review recorded assets and debts together, rather than adding up several spreadsheets.

Keep the context close

See allocations and commitments alongside your overall figures, then return to the records behind them.

Recorded net worthA$10.3M
THE PROBLEM

Important financial information is everywhere and hard to manage

Spreadsheets, emails and paper files make it easy to lose track of what matters most.

Financial information is scattered

Your assets, financial documents and accounts are spread across different places, making your financial portfolio difficult to manage.

Family members don't know where anything is

Your loved ones may struggle to find your assets, accounts and important records when they need them most.

Spreadsheets becoming too complicated

Managing your wealth in spreadsheets is time-consuming, difficult to update and confusing for others to understand.

No plan for the unexpected

Without an organised financial portfolio, your family may be left guessing where everything is.

Important records and deeds can get lost

Paper files, notebooks and scattered documents can be misplaced, damaged or stolen over time.

Too much detail to remember

Keeping track of subscriptions, payment accounts, renewal dates and financial details becomes overwhelming.

THE SOLUTION

One clear view of your entire financial life

Bring your assets, liabilities, commitments, insurance, important documents and ownership relationships together, so you can understand your recorded financial position.

View plans

Total Financial Overview

See your recorded assets, liabilities and net worth together in one clear view.

Track Assets

Keep track of what you own and what you owe. Understand your net worth with clarity.

Commitments & Renewals

Keep recurring costs, renewal dates and maintenance records together.

Insurance Overview

Keep policy details, renewal dates and supporting documents in one place.

Document Vault

Securely store and access important documents anytime, anywhere.

People & Ownership

Record ownership and beneficiary relationships alongside important documents.

Connected by design

One place. More ways to see it.

Choose a part of your financial life to explore.

View all features

See your financial position, clearly.

Bring the assets you own and the debts you owe into one view, so you can understand the bigger picture.

Explore this feature

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HOW IT COMES TOGETHER

Start with what you know. Build a clearer view.

Financial Portfolio helps you bring records you maintain yourself into one organised place. Begin with the essentials, then add the context that makes those records useful to you and your family.

Browse the tutorials

  1. Gather your records

    Start with the assets, debts and people that shape your financial picture.

    Read the organising guide

  2. Connect the details

    Keep ownership, supporting documents and related obligations beside the right records.

    Explore people and ownership

  3. Keep others informed

    Choose which sections trusted family members or professionals can view.

    Explore controlled sharing

  4. Keep your picture current

    Review your recorded assets and debts, then update the details as your financial life changes.

    Explore your financial overview

MADE FOR REAL LIFE

The full picture matters to the people close to you.

A home, a business and years of important records can be hard to explain from scattered files. Keep the details together, then choose what the people you trust can see.

Explore family sharing Read the handover guide

Made for the life behind the numbers

From your big picture
to the smallest detail.

Records, people and paperwork, with room for the way your financial life fits together.

Explore all features
A clearer overview
Records for real life
Records for real life
The people behind each record
Your plans, in perspective
Your plans, in perspective
The detail within reach
The detail within reach
Share with intention
RESOURCES

Practical guides for a stronger financial tomorrow

Start with our Australian net worth guide, learn how to organise scattered financial records, or prepare a family handover.

View More Blogs
What Happens to Your Financial Information When You’re Gone?Family financial records

What Happens to Your Financial Information When You’re Gone?

Help your family find the assets, policies and documents they may need.

Read article
The Hidden Cost of Managing Your Finances with SpreadsheetsProductivity & Tools

The Hidden Cost of Managing Your Finances with Spreadsheets

See when spreadsheets work and where connected wealth records help.

Read article
FREQUENTLY ASKED QUESTIONS

Everything you need to know.

Find answers to common questions about the Financial Portfolio App, from security and privacy to managing your wealth, financial documents and family access.

STILL HAVE QUESTIONS?

Let's Chat, We're here to help you

Ask the Financial Portfolio team about the wealth tracker, getting started or organising your records. For personal financial, tax or legal advice, speak with an appropriately qualified professional.

Talk to an Expert

Financial Portfolio is a private wealth tracker that helps you organise your assets, financial documents, liabilities, subscriptions and important records in one place.

BEFORE YOU GET STARTED

Get the answers that matter to you.

Take a closer look at the product, the people behind it and the plan that fits your needs.

Understand security

See how portfolio access, read-only viewers and document sharing work.

Explore security

Compare the plans

Explore Simple mode, free Advanced mode, Tier 2 Plus and Enriched mode coming soon.

View pricing

Meet the founder

Learn why Sana Hosseini created Financial Portfolio for Australians.

Read our story

Need help with a specific question? Visit the Help Center or contact us.

Google reviews

Trusted by people taking control of their financial lives

Read what six people who tried the Financial Portfolio demo shared on Google.

Five-star Google review by Ella Watkins, 23 April 2026: “I've tried using spreadsheets for years, but they always became messy. Financial Portfolio gives me one place to keep everything organised, from investments to insurance policies. The dashboard is incredibly easy to understand. I'd love to see more investment analytics in a future update.”
Five-star Google review by Hugh Trevor-Jones, 10 June 2026: “What impressed me most wasn't the dashboard, it was knowing my family won't have to search through filing cabinets and notebooks if something ever happens to me. That peace of mind alone makes it worthwhile.”
Five-star Google review by Sylvester Bernard, 5 July 2026: “This is exactly what our family needed. We finally have one secure place for our financial documents and important accounts. Setting everything up took a little time, but it's been well worth it.”
Five-star Google review by Sophia M, 30 June 2026: “Financial Portfolio has replaced several spreadsheets and paper folders for me. The search feature is excellent and everything feels well organised. I'd like to see a mobile app with offline access, but the web version has been brilliant.”
Five-star Google review by Sophia McKenzie, 5 May 2026: “The Portfolio & Goals feature has helped me visualise my financial progress much better than any spreadsheet ever could. It's clean, fast and surprisingly enjoyable to use”
Five-star Google review by Paul Nightingale, 25 May 2026: “I mainly use it to organise our household assets and insurance details. Everything feels much more organised now. I'd like to see additional integrations with banks in the future, but overall it's been a fantastic experience.”

Start with what you have

Bring your financial life into focus.

You do not need every detail on day one. Start with the records that matter most, then build a clearer picture at your own pace.

View plansTalk to the team